|
1
|
Creative Planning
Overland Park,
Kansas
|
$10.2M
|
+$120K
|
+5,966
|
+1%
|
|
|
2
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$7.87M
|
-$2.48M
|
-123,420
|
-25%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$7.35M
|
-$2.45M
|
-121,950
|
-26%
|
|
|
4
|
Chandler Asset Management
San Diego,
California
|
$5.03M
|
–
|
–
|
–
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$3.7M
|
+$401K
|
+19,982
|
+13%
|
|
|
6
|
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
$2.71M
|
+$22.9K
|
+1,142
|
+0.9%
|
|
|
7
|
|
$2.57M
|
-$102K
|
-5,098
|
-4%
|
|
|
8
|
Old Port Advisors
Portland,
Maine
|
$2.52M
|
-$27.8K
|
-1,384
|
-1%
|
|
|
9
|
|
$2.18M
|
+$15.7K
|
+783
|
+0.8%
|
|
|
10
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.08M
|
-$96.4K
|
-4,801
|
-5%
|
|
|
11
|
The Family Firm
Bethesda,
Maryland
|
$1.88M
|
-$19.4K
|
-965
|
-1%
|
|
|
12
|
AWM Capital
Phoenix,
Arizona
|
$1.48M
|
–
|
–
|
–
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$1.48M
|
+$624K
|
+31,053
|
+79%
|
|
|
14
|
Upper Left Wealth Management
Tampa,
Florida
|
$1.4M
|
+$700K
|
+34,850
|
+110%
|
|
|
15
|
Running Point Capital Advisors
El Segundo,
California
|
$1.18M
|
+$317K
|
+15,799
|
+39%
|
|
|
16
|
|
$1.12M
|
+$1.07M
|
+53,215
|
New
|
|
|
17
|
|
$1.12M
|
+$244K
|
+12,160
|
+30%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.07M
|
+$512K
|
+25,502
|
+101%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.02M
|
+$977K
|
+48,661
|
New
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.02M
|
-$77.1K
|
-3,840
|
-7%
|
|
|
21
|
Maryland Capital Advisors
Chester,
Maryland
|
$997K
|
-$109K
|
-5,449
|
-10%
|
|
|
22
|
Agilis Partners
Waltham,
Massachusetts
|
$977K
|
+$122K
|
+6,052
|
+15%
|
|
|
23
|
Mercer Global Advisors
Denver,
Colorado
|
$867K
|
-$105K
|
-5,215
|
-11%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$866K
|
+$40.7K
|
+2,028
|
+5%
|
|
|
25
|
|
$814K
|
+$52.2K
|
+2,601
|
+7%
|
|
