|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$28.4M
|
-$868K
|
-31,840
|
-3%
|
|
|
2
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$16.3M
|
+$879K
|
+32,270
|
+6%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$16M
|
-$1.65M
|
-60,426
|
-9%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$11M
|
-$159K
|
-5,852
|
-1%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$7.2M
|
-$19.1M
|
-702,778
|
-73%
|
|
|
6
|
Chandler Asset Management
San Diego,
California
|
$6.93M
|
-$30.9K
|
-1,135
|
-0.4%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$4.89M
|
+$88.5K
|
+3,248
|
+2%
|
|
|
8
|
|
$4.47M
|
+$1.31M
|
+48,206
|
+42%
|
|
|
9
|
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
$3.68M
|
–
|
–
|
–
|
|
|
10
|
Courier Capital
Buffalo,
New York
|
$3.2M
|
+$96.1K
|
+3,528
|
+3%
|
|
|
11
|
Old Port Advisors
Portland,
Maine
|
$3.19M
|
+$33.4K
|
+1,224
|
+1%
|
|
|
12
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.09M
|
+$36.8K
|
+1,350
|
+1%
|
|
|
13
|
|
$2.88M
|
+$146K
|
+5,376
|
+5%
|
|
|
14
|
|
$2.61M
|
+$480K
|
+17,621
|
+23%
|
|
|
15
|
The Family Firm
Bethesda,
Maryland
|
$2.3M
|
+$13.2K
|
+484
|
+0.6%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.95M
|
+$384K
|
+14,096
|
+24%
|
|
|
17
|
|
$1.85M
|
-$2.57M
|
-94,412
|
-58%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.37M
|
-$161K
|
-5,894
|
-10%
|
|
|
19
|
Mercer Global Advisors
Denver,
Colorado
|
$1.19M
|
+$26.4K
|
+969
|
+2%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$1.16M
|
+$15.6K
|
+574
|
+1%
|
|
|
21
|
Agilis Partners
Waltham,
Massachusetts
|
$1.1M
|
–
|
–
|
–
|
|
|
22
|
Beacon Pointe Advisors
Newport Beach,
California
|
$945K
|
+$73.6K
|
+2,700
|
+8%
|
|
|
23
|
Bank of New York Mellon
New York
|
$859K
|
-$46.6K
|
-1,712
|
-5%
|
|
|
24
|
|
$851K
|
+$135K
|
+4,953
|
+19%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$800K
|
-$181K
|
-6,631
|
-18%
|
|
