|
1
|
Bank of America
Charlotte,
North Carolina
|
$37.3M
|
+$2.28M
|
+37,852
|
+7%
|
|
|
2
|
|
$23.8M
|
+$554K
|
+9,202
|
+2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$16.3M
|
+$2.17M
|
+35,940
|
+16%
|
|
|
4
|
Bailard
Foster City,
California
|
$15.4M
|
-$977K
|
-16,208
|
-6%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$8.78M
|
-$8.68M
|
-144,072
|
-50%
|
|
|
6
|
Pure Financial Advisors
San Diego,
California
|
$6.76M
|
-$231K
|
-3,836
|
-3%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$6.67M
|
+$731K
|
+12,132
|
+12%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$5.67M
|
+$1.6M
|
+26,514
|
+40%
|
|
|
9
|
|
$5.31M
|
-$119K
|
-1,980
|
-2%
|
|
|
10
|
|
$4.7M
|
+$371K
|
+6,160
|
+9%
|
|
|
11
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$4.7M
|
-$618K
|
-10,256
|
-12%
|
|
|
12
|
Parkside Advisors
Berkeley,
California
|
$3.86M
|
-$115K
|
-1,902
|
-3%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.69M
|
+$515K
|
+8,550
|
+16%
|
|
|
14
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$3.67M
|
+$55.7K
|
+924
|
+2%
|
|
|
15
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$3.67M
|
+$55.7K
|
+924
|
+2%
|
|
|
16
|
|
$2.78M
|
-$704K
|
-11,676
|
-20%
|
|
|
17
|
BB&T Securities
Richmond,
Virginia
|
$2.69M
|
+$9.64K
|
+160
|
+0.4%
|
|
|
18
|
WealthSource Partners
San Luis Obispo,
California
|
$2.16M
|
-$30.1K
|
-500
|
-1%
|
|
|
19
|
|
$1.24M
|
+$316K
|
+5,242
|
+35%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.24M
|
-$432K
|
-7,176
|
-26%
|
|
|
21
|
Garde Capital
Seattle,
Washington
|
$1.2M
|
+$158K
|
+2,614
|
+15%
|
|
|
22
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.18M
|
-$189K
|
-3,130
|
-14%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.01M
|
+$690K
|
+11,446
|
+221%
|
|
|
24
|
Regis Management Company
Menlo Park,
California
|
$875K
|
+$864K
|
+14,338
|
New
|
|
|
25
|
Bank of Stockton
Stockton,
California
|
$781K
|
–
|
–
|
–
|
|
