|
1
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$7.29M
|
-$402K
|
-19,465
|
-5%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$6.57M
|
-$5.16K
|
-250
|
-0.1%
|
|
|
3
|
|
$6.05M
|
+$37.7K
|
+1,828
|
+0.6%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$3.87M
|
-$325K
|
-15,763
|
-8%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$3.59M
|
-$273K
|
-13,242
|
-7%
|
|
|
6
|
Courier Capital
Buffalo,
New York
|
$3.12M
|
+$32.3K
|
+1,566
|
+1%
|
|
|
7
|
Old Port Advisors
Portland,
Maine
|
$2.93M
|
+$138K
|
+6,694
|
+5%
|
|
|
8
|
Running Point Capital Advisors
El Segundo,
California
|
$2.66M
|
+$136K
|
+6,589
|
+6%
|
|
|
9
|
|
$2.64M
|
+$101K
|
+4,913
|
+4%
|
|
|
10
|
The Family Firm
Bethesda,
Maryland
|
$1.97M
|
-$144K
|
-6,979
|
-7%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$1.86M
|
+$1.53M
|
+73,991
|
+556%
|
|
|
12
|
AWM Capital
Phoenix,
Arizona
|
$1.52M
|
-$89.6K
|
-4,342
|
-6%
|
|
|
13
|
|
$1.23M
|
-$322K
|
-15,596
|
-21%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.08M
|
+$375K
|
+18,181
|
+56%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.03M
|
+$48.4K
|
+2,343
|
+5%
|
|
|
16
|
Agilis Partners
Waltham,
Massachusetts
|
$1.01M
|
–
|
–
|
–
|
|
|
17
|
LPL Financial
San Diego,
California
|
$901K
|
+$57K
|
+2,762
|
+7%
|
|
|
18
|
Lido Advisors
Los Angeles,
California
|
$855K
|
+$72.2K
|
+3,499
|
+10%
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$831K
|
+$749K
|
+36,304
|
+1,318%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$821K
|
+$40.2K
|
+1,946
|
+5%
|
|
|
21
|
Maryland Capital Advisors
Chester,
Maryland
|
$796K
|
-$56.2K
|
-2,720
|
-7%
|
|
|
22
|
|
$786K
|
-$62.2K
|
-3,012
|
-8%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$720K
|
-$90.4K
|
-4,377
|
-11%
|
|
|
24
|
Mercer Global Advisors
Denver,
Colorado
|
$712K
|
-$34.1K
|
-1,653
|
-5%
|
|
|
25
|
Bank of New York Mellon
New York
|
$522K
|
-$209K
|
-10,137
|
-29%
|
|
