|
1
|
|
$11.1M
|
+$7.94M
|
+383,802
|
+219%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$9.53M
|
+$10.8K
|
+524
|
+0.1%
|
|
|
3
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$6.98M
|
+$116K
|
+5,597
|
+2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$5.21M
|
-$1.78M
|
-86,002
|
-25%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$3.47M
|
+$286K
|
+13,808
|
+9%
|
|
|
6
|
Courier Capital
Buffalo,
New York
|
$2.86M
|
+$101K
|
+4,885
|
+4%
|
|
|
7
|
|
$2.49M
|
+$33.9K
|
+1,640
|
+1%
|
|
|
8
|
|
$2.29M
|
+$319K
|
+15,432
|
+15%
|
|
|
9
|
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
$2.15M
|
-$537K
|
-25,921
|
-19%
|
|
|
10
|
AWM Capital
Phoenix,
Arizona
|
$2.08M
|
+$641K
|
+30,962
|
+42%
|
|
|
11
|
The Family Firm
Bethesda,
Maryland
|
$1.92M
|
+$95.2K
|
+4,600
|
+5%
|
|
|
12
|
Upper Left Wealth Management
Tampa,
Florida
|
$1.32M
|
+$114K
|
+5,528
|
+9%
|
|
|
13
|
Running Point Capital Advisors
El Segundo,
California
|
$1.1M
|
+$1.8K
|
+87
|
+0.2%
|
|
|
14
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$939K
|
-$1.09M
|
-52,639
|
-53%
|
|
|
15
|
Agilis Partners
Waltham,
Massachusetts
|
$928K
|
+$7.06K
|
+341
|
+0.7%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$921K
|
-$127K
|
-6,126
|
-12%
|
|
|
17
|
Maryland Capital Advisors
Chester,
Maryland
|
$918K
|
-$11.4K
|
-550
|
-1%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$909K
|
-$32.6K
|
-1,577
|
-3%
|
|
|
19
|
Mercer Global Advisors
Denver,
Colorado
|
$809K
|
-$10.8K
|
-523
|
-1%
|
|
|
20
|
|
$786K
|
+$52.1K
|
+2,519
|
+7%
|
|
|
21
|
Old Mission Capital
Chicago,
Illinois
|
$768K
|
+$492K
|
+23,760
|
+159%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$726K
|
-$24.7K
|
-1,195
|
-3%
|
|
|
23
|
Lido Advisors
Los Angeles,
California
|
$710K
|
+$740K
|
+35,758
|
New
|
|
|
24
|
Beacon Pointe Advisors
Newport Beach,
California
|
$685K
|
-$5.17K
|
-250
|
-0.7%
|
|
|
25
|
|
$635K
|
+$66.2K
|
+3,196
|
+11%
|
|
