|
1
|
Bank of America
Charlotte,
North Carolina
|
$22.9M
|
+$784K
|
+13,460
|
+4%
|
|
|
2
|
|
$19.1M
|
-$6.89M
|
-118,298
|
-26%
|
|
|
3
|
Bailard
Foster City,
California
|
$11.1M
|
+$1.92M
|
+32,920
|
+21%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$10.9M
|
-$812K
|
-13,940
|
-7%
|
|
|
5
|
Pure Financial Advisors
San Diego,
California
|
$5.62M
|
+$2.42M
|
+41,624
|
+75%
|
|
|
6
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$5.38M
|
+$23.8K
|
+408
|
+0.4%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$4.15M
|
+$497K
|
+8,528
|
+13%
|
|
|
8
|
Parkside Advisors
Berkeley,
California
|
$4M
|
+$160K
|
+2,750
|
+4%
|
|
|
9
|
|
$3.36M
|
+$1.71M
|
+29,310
|
+101%
|
|
|
10
|
Destination Wealth Management
Walnut Creek,
California
|
$3.27M
|
+$3.29M
|
+56,564
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$3.2M
|
-$148K
|
-2,550
|
-4%
|
|
|
12
|
|
$3.18M
|
-$327K
|
-5,610
|
-9%
|
|
|
13
|
BB&T Securities
Richmond,
Virginia
|
$2.02M
|
+$184K
|
+3,164
|
+10%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$1.71M
|
+$1.5M
|
+25,842
|
+583%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.71M
|
+$187K
|
+3,210
|
+12%
|
|
|
16
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.6M
|
+$1.62M
|
+27,764
|
New
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.22M
|
+$335K
|
+5,746
|
+37%
|
|
|
18
|
Garde Capital
Seattle,
Washington
|
$1M
|
-$39.6K
|
-680
|
-4%
|
|
|
19
|
|
$846K
|
-$1.24M
|
-21,268
|
-59%
|
|
|
20
|
|
$742K
|
+$64.9K
|
+1,114
|
+9%
|
|
|
21
|
Managed Account Advisors
Jersey City,
New Jersey
|
$718K
|
+$162K
|
+2,780
|
+29%
|
|
|
22
|
Whittier Trust
South Pasadena,
California
|
$653K
|
–
|
–
|
–
|
|
|
23
|
Winfield Associates
Cleveland,
Ohio
|
$647K
|
–
|
–
|
–
|
|
|
24
|
Aspiriant LLC
Los Angeles,
California
|
$567K
|
–
|
–
|
–
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$555K
|
+$18.5K
|
+318
|
+3%
|
|
