|
1
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$7.88M
|
-$312K
|
-15,918
|
-4%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$6.72M
|
-$3.38M
|
-172,767
|
-36%
|
|
|
3
|
|
$6.15M
|
+$2.61M
|
+133,203
|
+89%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$4.3M
|
-$427K
|
-21,811
|
-10%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$3.96M
|
-$820K
|
-41,875
|
-19%
|
|
|
6
|
Courier Capital
Buffalo,
New York
|
$3.16M
|
+$14.3K
|
+730
|
+0.5%
|
|
|
7
|
Old Port Advisors
Portland,
Maine
|
$2.85M
|
-$18.3K
|
-933
|
-0.7%
|
|
|
8
|
|
$2.59M
|
-$48.5K
|
-2,476
|
-2%
|
|
|
9
|
Running Point Capital Advisors
El Segundo,
California
|
$2.57M
|
+$1.22M
|
+62,366
|
+111%
|
|
|
10
|
The Family Firm
Bethesda,
Maryland
|
$2.17M
|
+$57.4K
|
+2,932
|
+3%
|
|
|
11
|
AWM Capital
Phoenix,
Arizona
|
$1.65M
|
-$653K
|
-33,323
|
-31%
|
|
|
12
|
|
$1.6M
|
+$1.44M
|
+73,315
|
New
|
|
|
13
|
Agilis Partners
Waltham,
Massachusetts
|
$1.03M
|
+$9.9K
|
+505
|
+1%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1M
|
-$8.31K
|
-424
|
-0.9%
|
|
|
15
|
Maryland Capital Advisors
Chester,
Maryland
|
$873K
|
-$120K
|
-6,107
|
-13%
|
|
|
16
|
|
$869K
|
+$9.11K
|
+465
|
+1%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$861K
|
+$372K
|
+19,011
|
+92%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$846K
|
-$45K
|
-2,297
|
-6%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$831K
|
-$83.1K
|
-4,241
|
-10%
|
|
|
20
|
Lido Advisors
Los Angeles,
California
|
$799K
|
-$93.9K
|
-4,795
|
-12%
|
|
|
21
|
Mercer Global Advisors
Denver,
Colorado
|
$764K
|
-$60.6K
|
-3,094
|
-8%
|
|
|
22
|
Bank of New York Mellon
New York
|
$755K
|
-$102K
|
-5,232
|
-13%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$709K
|
+$374K
|
+19,101
|
+142%
|
|
|
24
|
Beacon Pointe Advisors
Newport Beach,
California
|
$518K
|
-$204K
|
-10,400
|
-30%
|
|
|
25
|
Farther Finance Advisors
San Francisco,
California
|
$492K
|
+$443K
|
+22,589
|
New
|
|
