|
1
|
Bank of America
Charlotte,
North Carolina
|
$25.7M
|
+$2.41M
|
+41,342
|
+10%
|
|
|
2
|
|
$17.5M
|
-$1.9M
|
-32,608
|
-10%
|
|
|
3
|
Bailard
Foster City,
California
|
$16.5M
|
+$5.19M
|
+89,230
|
+47%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$12.1M
|
+$999K
|
+17,160
|
+9%
|
|
|
5
|
Pure Financial Advisors
San Diego,
California
|
$7.35M
|
+$1.62M
|
+27,906
|
+29%
|
|
|
6
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$5.83M
|
+$365K
|
+6,266
|
+7%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$4.93M
|
+$707K
|
+12,150
|
+17%
|
|
|
8
|
|
$4.15M
|
+$730K
|
+12,550
|
+22%
|
|
|
9
|
Parkside Advisors
Berkeley,
California
|
$3.89M
|
-$180K
|
-3,094
|
-4%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$3.6M
|
+$369K
|
+6,334
|
+11%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$2.92M
|
+$1.13M
|
+19,486
|
+64%
|
|
|
12
|
|
$2.63M
|
-$591K
|
-10,156
|
-18%
|
|
|
13
|
BB&T Securities
Richmond,
Virginia
|
$2.46M
|
+$405K
|
+6,962
|
+20%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.6M
|
-$133K
|
-2,282
|
-8%
|
|
|
15
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.53M
|
-$102K
|
-1,758
|
-6%
|
|
|
16
|
|
$1.43M
|
+$675K
|
+11,590
|
+90%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.01M
|
-$227K
|
-3,904
|
-18%
|
|
|
18
|
Garde Capital
Seattle,
Washington
|
$967K
|
-$51.4K
|
-884
|
-5%
|
|
|
19
|
|
$860K
|
–
|
–
|
–
|
|
|
20
|
Whittier Trust
South Pasadena,
California
|
$663K
|
–
|
–
|
–
|
|
|
21
|
Perigon Wealth Management
San Francisco,
California
|
$662K
|
+$126K
|
+2,168
|
+24%
|
|
|
22
|
United Capital Financial Advisors
Irving,
Texas
|
$661K
|
+$244K
|
+4,186
|
+59%
|
|
|
23
|
Winfield Associates
Cleveland,
Ohio
|
$588K
|
-$68.4K
|
-1,176
|
-10%
|
|
|
24
|
Aspiriant LLC
Los Angeles,
California
|
$576K
|
–
|
–
|
–
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$559K
|
-$4.66K
|
-80
|
-0.8%
|
|
