|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$30.6M
|
-$248K
|
-8,678
|
-0.8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$27.6M
|
+$19.5M
|
+682,367
|
+239%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$18.5M
|
-$978K
|
-34,215
|
-5%
|
|
|
4
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$16.2M
|
+$901K
|
+31,533
|
+6%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$11.7M
|
+$557K
|
+19,480
|
+5%
|
|
|
6
|
Chandler Asset Management
San Diego,
California
|
$7.29M
|
+$80.3K
|
+2,810
|
+1%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$5.03M
|
+$184K
|
+6,443
|
+4%
|
|
|
8
|
|
$4.63M
|
-$326K
|
-11,397
|
-7%
|
|
|
9
|
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
$3.85M
|
-$332K
|
-11,600
|
-8%
|
|
|
10
|
|
$3.31M
|
-$2.02M
|
-70,772
|
-38%
|
|
|
11
|
Courier Capital
Buffalo,
New York
|
$3.26M
|
+$55.8K
|
+1,951
|
+2%
|
|
|
12
|
Old Port Advisors
Portland,
Maine
|
$3.21M
|
-$34.2K
|
-1,198
|
-1%
|
|
|
13
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.2M
|
+$284K
|
+9,951
|
+10%
|
|
|
14
|
|
$2.86M
|
+$463K
|
+16,200
|
+19%
|
|
|
15
|
The Family Firm
Bethesda,
Maryland
|
$2.4M
|
+$89.6K
|
+3,133
|
+4%
|
|
|
16
|
|
$2.23M
|
+$64.3K
|
+2,249
|
+3%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.64M
|
-$270K
|
-9,459
|
-14%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.61M
|
-$1.75M
|
-61,258
|
-52%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$1.25M
|
+$655K
|
+22,901
|
+110%
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
$1.22M
|
-$6.34K
|
-222
|
-0.5%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$1.2M
|
-$143K
|
-4,989
|
-11%
|
|
|
22
|
Agilis Partners
Waltham,
Massachusetts
|
$1.15M
|
–
|
–
|
–
|
|
|
23
|
LPL Financial
San Diego,
California
|
$1.03M
|
-$489K
|
-17,112
|
-32%
|
|
|
24
|
Bank of New York Mellon
New York
|
$949K
|
-$1.4K
|
-49
|
-0.1%
|
|
|
25
|
Beacon Pointe Advisors
Newport Beach,
California
|
$914K
|
-$2.43K
|
-85
|
-0.3%
|
|
