|
1
|
|
$25.6M
|
+$3.59M
|
+61,096
|
+16%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$18.8M
|
+$1.97M
|
+33,496
|
+12%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$10.7M
|
+$10.7M
|
+181,972
|
New
|
|
|
4
|
Bailard
Foster City,
California
|
$7.43M
|
+$703K
|
+11,946
|
+10%
|
|
|
5
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$4.75M
|
-$107K
|
-1,824
|
-2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$4.66M
|
+$520K
|
+8,848
|
+13%
|
|
|
7
|
Parkside Advisors
Berkeley,
California
|
$3.78M
|
+$32.1K
|
+546
|
+0.9%
|
|
|
8
|
Pure Financial Advisors
San Diego,
California
|
$3.37M
|
+$204K
|
+3,466
|
+6%
|
|
|
9
|
BB&T Securities
Richmond,
Virginia
|
$3.1M
|
+$367K
|
+6,246
|
+13%
|
|
|
10
|
|
$2.16M
|
-$96K
|
-1,632
|
-4%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.91M
|
+$336K
|
+5,708
|
+21%
|
|
|
12
|
|
$1.73M
|
+$1.3M
|
+22,166
|
+310%
|
|
|
13
|
|
$1.19M
|
+$1.19M
|
+20,212
|
New
|
|
|
14
|
|
$1.18M
|
-$1.2M
|
-20,450
|
-50%
|
|
|
15
|
Garde Capital
Seattle,
Washington
|
$1.05M
|
–
|
–
|
–
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$956K
|
+$7.64K
|
+130
|
+0.8%
|
|
|
17
|
Placemark Investments
Chicago,
Illinois
|
$852K
|
+$98.4K
|
+1,674
|
+13%
|
|
|
18
|
Atria Investments
Charlotte,
North Carolina
|
$842K
|
-$10.2K
|
-174
|
-1%
|
|
|
19
|
Whittier Trust
South Pasadena,
California
|
$665K
|
–
|
–
|
–
|
|
|
20
|
Aspiriant LLC
Los Angeles,
California
|
$578K
|
+$352K
|
+5,982
|
+156%
|
|
|
21
|
BlackRock Investment Management
Wilmington,
Delaware
|
$534K
|
+$24.1K
|
+410
|
+5%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$530K
|
+$14.8K
|
+252
|
+3%
|
|
|
23
|
Credit Suisse
Zurich,
Switzerland
|
$519K
|
+$20K
|
+340
|
+4%
|
|
|
24
|
Winfield Associates
Cleveland,
Ohio
|
$504K
|
+$35.3K
|
+600
|
+8%
|
|
|
25
|
Bank of Stockton
Stockton,
California
|
$447K
|
–
|
–
|
–
|
|
