|
1
|
Creative Planning
Overland Park,
Kansas
|
$9.94M
|
-$75.6K
|
-3,511
|
-0.7%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$7.23M
|
-$14K
|
-650
|
-0.2%
|
|
|
3
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$7.18M
|
-$593K
|
-27,518
|
-7%
|
|
|
4
|
Chandler Asset Management
San Diego,
California
|
$6.53M
|
+$1.09M
|
+50,749
|
+19%
|
|
|
5
|
|
$3.62M
|
+$3.77M
|
+174,861
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$3.34M
|
-$314K
|
-14,561
|
-8%
|
|
|
7
|
Courier Capital
Buffalo,
New York
|
$2.88M
|
+$2.19M
|
+101,811
|
+273%
|
|
|
8
|
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
$2.78M
|
+$117K
|
+5,440
|
+4%
|
|
|
9
|
Old Port Advisors
Portland,
Maine
|
$2.58M
|
+$73.9K
|
+3,429
|
+3%
|
|
|
10
|
|
$2.56M
|
+$30.6K
|
+1,419
|
+1%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.42M
|
+$1.47M
|
+68,126
|
+140%
|
|
|
12
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.07M
|
+$24.6K
|
+1,141
|
+1%
|
|
|
13
|
|
$2.07M
|
-$82.3K
|
-3,820
|
-4%
|
|
|
14
|
The Family Firm
Bethesda,
Maryland
|
$1.91M
|
+$64.1K
|
+2,974
|
+3%
|
|
|
15
|
AWM Capital
Phoenix,
Arizona
|
$1.53M
|
+$75.4K
|
+3,500
|
+5%
|
|
|
16
|
Upper Left Wealth Management
Tampa,
Florida
|
$1.27M
|
-$119K
|
-5,530
|
-8%
|
|
|
17
|
Running Point Capital Advisors
El Segundo,
California
|
$1.15M
|
-$12.9K
|
-598
|
-1%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.09M
|
+$35.5K
|
+1,648
|
+3%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$982K
|
-$18.8K
|
-874
|
-2%
|
|
|
20
|
Maryland Capital Advisors
Chester,
Maryland
|
$970K
|
-$12.1K
|
-563
|
-1%
|
|
|
21
|
Agilis Partners
Waltham,
Massachusetts
|
$962K
|
–
|
–
|
–
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$861K
|
-$618K
|
-28,672
|
-41%
|
|
|
23
|
Mercer Global Advisors
Denver,
Colorado
|
$855K
|
+$2.13K
|
+99
|
+0.2%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$783K
|
-$61.9K
|
-2,871
|
-7%
|
|
|
25
|
|
$768K
|
-$34.4K
|
-1,596
|
-4%
|
|
