|
1
|
|
$26.5M
|
+$766K
|
+12,970
|
+3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$22.6M
|
+$3.74M
|
+63,260
|
+20%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$12M
|
+$1.27M
|
+21,482
|
+12%
|
|
|
4
|
Bailard
Foster City,
California
|
$9.39M
|
+$1.93M
|
+32,654
|
+26%
|
|
|
5
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$5.49M
|
+$719K
|
+12,172
|
+15%
|
|
|
6
|
Parkside Advisors
Berkeley,
California
|
$3.94M
|
+$140K
|
+2,370
|
+4%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$3.75M
|
-$935K
|
-15,830
|
-20%
|
|
|
8
|
|
$3.59M
|
+$2.39M
|
+40,464
|
+200%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$3.41M
|
+$1.5M
|
+25,404
|
+78%
|
|
|
10
|
Pure Financial Advisors
San Diego,
California
|
$3.29M
|
-$91.4K
|
-1,546
|
-3%
|
|
|
11
|
|
$2.12M
|
+$390K
|
+6,592
|
+22%
|
|
|
12
|
BB&T Securities
Richmond,
Virginia
|
$1.88M
|
-$1.23M
|
-20,862
|
-40%
|
|
|
13
|
|
$1.71M
|
+$1.68M
|
+28,496
|
+6,689%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.56M
|
+$1.56M
|
+26,320
|
New
|
|
|
15
|
Garde Capital
Seattle,
Washington
|
$1.07M
|
+$7.45K
|
+126
|
+0.7%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$910K
|
-$50.3K
|
-852
|
-5%
|
|
|
17
|
|
$785K
|
-$401K
|
-6,780
|
-34%
|
|
|
18
|
|
$693K
|
-$1.48M
|
-24,980
|
-68%
|
|
|
19
|
Whittier Trust
South Pasadena,
California
|
$668K
|
–
|
–
|
–
|
|
|
20
|
Winfield Associates
Cleveland,
Ohio
|
$662K
|
+$157K
|
+2,650
|
+31%
|
|
|
21
|
Aspiriant LLC
Los Angeles,
California
|
$580K
|
–
|
–
|
–
|
|
|
22
|
Managed Account Advisors
Jersey City,
New Jersey
|
$571K
|
+$571K
|
+9,658
|
New
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$549K
|
+$16.5K
|
+280
|
+3%
|
|
|
24
|
BlackRock Investment Management
Wilmington,
Delaware
|
$532K
|
-$4.61K
|
-78
|
-0.9%
|
|
|
25
|
Credit Suisse
Zurich,
Switzerland
|
$521K
|
–
|
–
|
–
|
|
