|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$30.3M
|
-$244K
|
-8,177
|
-0.7%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$19.2M
|
-$830K
|
-27,839
|
-4%
|
|
|
3
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$15M
|
+$349K
|
+11,717
|
+2%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$10.9M
|
+$123K
|
+4,123
|
+1%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$7.98M
|
+$642K
|
+21,533
|
+8%
|
|
|
6
|
Chandler Asset Management
San Diego,
California
|
$7.08M
|
+$13.1K
|
+440
|
+0.2%
|
|
|
7
|
|
$5.23M
|
+$3.15M
|
+105,573
|
+130%
|
|
|
8
|
|
$4.87M
|
+$1.36M
|
+45,801
|
+36%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$4.76M
|
+$8.7K
|
+292
|
+0.2%
|
|
|
10
|
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
$4.11M
|
+$4.38M
|
+146,900
|
New
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.29M
|
+$1.47M
|
+49,276
|
+72%
|
|
|
12
|
Old Port Advisors
Portland,
Maine
|
$3.23M
|
+$213K
|
+7,157
|
+7%
|
|
|
13
|
Courier Capital
Buffalo,
New York
|
$3.15M
|
-$39.4K
|
-1,322
|
-1%
|
|
|
14
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.86M
|
+$152K
|
+5,099
|
+5%
|
|
|
15
|
The Family Firm
Bethesda,
Maryland
|
$2.37M
|
-$2.41K
|
-81
|
-0.1%
|
|
|
16
|
|
$2.36M
|
+$389K
|
+13,045
|
+18%
|
|
|
17
|
|
$2.13M
|
+$117K
|
+3,921
|
+5%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.88M
|
+$679K
|
+22,791
|
+52%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$1.82M
|
+$1.94M
|
+65,128
|
New
|
|
|
20
|
LPL Financial
San Diego,
California
|
$1.49M
|
+$179
|
+6
|
+0%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.48M
|
+$485K
|
+16,291
|
+45%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$1.33M
|
-$91.7K
|
-3,078
|
-6%
|
|
|
23
|
Mercer Global Advisors
Denver,
Colorado
|
$1.2M
|
-$35.3K
|
-1,184
|
-3%
|
|
|
24
|
Agilis Partners
Waltham,
Massachusetts
|
$1.13M
|
–
|
–
|
–
|
|
|
25
|
Bank of New York Mellon
New York
|
$934K
|
-$30.2K
|
-1,014
|
-3%
|
|
