|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$18.5M
|
-$908K
|
-40,968
|
-4%
|
|
|
2
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$9.46M
|
-$1.85M
|
-83,654
|
-14%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$9.09M
|
+$1.27M
|
+57,281
|
+14%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$8.97M
|
-$1.33M
|
-60,123
|
-11%
|
|
|
5
|
Chandler Asset Management
San Diego,
California
|
$5.03M
|
+$348K
|
+15,721
|
+6%
|
|
|
6
|
|
$3.35M
|
-$6.48M
|
-292,242
|
-62%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$2.96M
|
+$142K
|
+6,386
|
+4%
|
|
|
8
|
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
$2.43M
|
–
|
–
|
–
|
|
|
9
|
|
$2.42M
|
+$143K
|
+6,442
|
+5%
|
|
|
10
|
Courier Capital
Buffalo,
New York
|
$2.41M
|
+$98.8K
|
+4,460
|
+4%
|
|
|
11
|
Old Port Advisors
Portland,
Maine
|
$2.34M
|
-$88K
|
-3,972
|
-3%
|
|
|
12
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.97M
|
-$199K
|
-8,966
|
-8%
|
|
|
13
|
|
$1.96M
|
-$19.6K
|
-886
|
-0.9%
|
|
|
14
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$1.81M
|
-$1.36M
|
-61,507
|
-39%
|
|
|
15
|
The Family Firm
Bethesda,
Maryland
|
$1.72M
|
+$106K
|
+4,769
|
+6%
|
|
|
16
|
AWM Capital
Phoenix,
Arizona
|
$1.46M
|
+$1.35M
|
+60,867
|
+652%
|
|
|
17
|
Maryland Capital Advisors
Chester,
Maryland
|
$1M
|
+$40.9K
|
+1,846
|
+4%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$992K
|
+$58.7K
|
+2,648
|
+5%
|
|
|
19
|
Mercer Global Advisors
Denver,
Colorado
|
$883K
|
+$35.7K
|
+1,610
|
+4%
|
|
|
20
|
|
$777K
|
+$30.3K
|
+1,367
|
+3%
|
|
|
21
|
Agilis Partners
Waltham,
Massachusetts
|
$768K
|
–
|
–
|
–
|
|
|
22
|
Running Point Capital Advisors
El Segundo,
California
|
$767K
|
+$893K
|
+40,305
|
New
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$745K
|
+$527K
|
+23,785
|
+155%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$735K
|
+$25.9K
|
+1,169
|
+3%
|
|
|
25
|
|
$687K
|
+$25.2K
|
+1,138
|
+3%
|
|
