|
1
|
Bank of America
Charlotte,
North Carolina
|
$34.3M
|
+$8.38M
|
+142,732
|
+33%
|
|
|
2
|
|
$21.8M
|
+$4.18M
|
+71,196
|
+24%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$12M
|
-$221K
|
-3,764
|
-2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$11.1M
|
+$7.33M
|
+124,856
|
+203%
|
|
|
5
|
Pure Financial Advisors
San Diego,
California
|
$7.02M
|
-$375K
|
-6,384
|
-5%
|
|
|
6
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$5.82M
|
-$51.3K
|
-874
|
-0.9%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$5.27M
|
+$303K
|
+5,162
|
+6%
|
|
|
8
|
|
$4.2M
|
+$15.8K
|
+270
|
+0.4%
|
|
|
9
|
Parkside Advisors
Berkeley,
California
|
$3.87M
|
-$14.6K
|
-248
|
-0.4%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$3.04M
|
+$103K
|
+1,762
|
+4%
|
|
|
11
|
BB&T Securities
Richmond,
Virginia
|
$2.4M
|
-$74.1K
|
-1,262
|
-3%
|
|
|
12
|
|
$2.39M
|
-$263K
|
-4,484
|
-10%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.03M
|
+$414K
|
+7,058
|
+26%
|
|
|
14
|
|
$1.64M
|
+$199K
|
+3,398
|
+14%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.5M
|
+$480K
|
+8,170
|
+47%
|
|
|
16
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.43M
|
-$109K
|
-1,852
|
-7%
|
|
|
17
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$1.3M
|
+$1.29M
|
+22,000
|
New
|
|
|
18
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$1.3M
|
+$1.29M
|
+22,000
|
New
|
|
|
19
|
NewFocus Financial Group
Vancouver,
Washington
|
$1.03M
|
+$920K
|
+15,678
|
+902%
|
|
|
20
|
Garde Capital
Seattle,
Washington
|
$974K
|
–
|
–
|
–
|
|
|
21
|
|
$942K
|
+$76.3K
|
+1,300
|
+9%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$927K
|
+$922K
|
+15,700
|
New
|
|
|
23
|
Caprin Asset Management
Henrico,
Virginia
|
$815K
|
+$810K
|
+13,800
|
New
|
|
|
24
|
United Capital Financial Advisors
Irving,
Texas
|
$760K
|
+$93.9K
|
+1,600
|
+14%
|
|
|
25
|
Bank of Stockton
Stockton,
California
|
$757K
|
+$364K
|
+6,200
|
+94%
|
|
