|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$22.7M
|
-$768K
|
-30,960
|
-3%
|
|
|
2
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$13M
|
-$479K
|
-19,308
|
-3%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$11.9M
|
-$1.46M
|
-58,940
|
-10%
|
|
|
4
|
|
$10.5M
|
+$7.53M
|
+303,676
|
+185%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$9.42M
|
+$420K
|
+16,935
|
+4%
|
|
|
6
|
Chandler Asset Management
San Diego,
California
|
$5.58M
|
-$151K
|
-6,090
|
-2%
|
|
|
7
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$3.51M
|
+$3.88M
|
+156,586
|
New
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$3.35M
|
-$2.86M
|
-115,335
|
-44%
|
|
|
9
|
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
$2.87M
|
-$189K
|
-7,621
|
-6%
|
|
|
10
|
Old Port Advisors
Portland,
Maine
|
$2.76M
|
+$238K
|
+9,580
|
+8%
|
|
|
11
|
Courier Capital
Buffalo,
New York
|
$2.74M
|
+$103K
|
+4,160
|
+4%
|
|
|
12
|
|
$2.71M
|
+$370K
|
+14,919
|
+14%
|
|
|
13
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.53M
|
-$23.3K
|
-938
|
-0.8%
|
|
|
14
|
|
$2.33M
|
+$192K
|
+7,742
|
+8%
|
|
|
15
|
The Family Firm
Bethesda,
Maryland
|
$1.92M
|
+$20.1K
|
+811
|
+1%
|
|
|
16
|
Castle Wealth Management
West Palm Beach,
Florida
|
$1.88M
|
+$2.08M
|
+83,835
|
New
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.4M
|
-$233K
|
-9,415
|
-13%
|
|
|
18
|
Maryland Capital Advisors
Chester,
Maryland
|
$1.14M
|
+$1.14M
|
+45,961
|
+924%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.11M
|
-$26.4K
|
-1,066
|
-2%
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
$1M
|
+$27.3K
|
+1,101
|
+3%
|
|
|
21
|
Agilis Partners
Waltham,
Massachusetts
|
$905K
|
–
|
–
|
–
|
|
|
22
|
|
$885K
|
-$713K
|
-28,757
|
-42%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$840K
|
-$125K
|
-5,053
|
-12%
|
|
|
24
|
|
$784K
|
+$90.3K
|
+3,640
|
+12%
|
|
|
25
|
Beacon Pointe Advisors
Newport Beach,
California
|
$778K
|
–
|
–
|
–
|
|
