|
1
|
Bank of America
Charlotte,
North Carolina
|
$39.5M
|
-$15.2M
|
-263,922
|
-28%
|
|
|
2
|
Mission Wealth Management
Santa Barbara,
California
|
$36.1M
|
-$9.77M
|
-169,058
|
-21%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$30.1M
|
-$598K
|
-10,348
|
-2%
|
|
|
4
|
|
$16.7M
|
-$1.93M
|
-33,392
|
-10%
|
|
|
5
|
Bailard
Foster City,
California
|
$13.7M
|
+$2.21M
|
+38,338
|
+19%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$13.3M
|
-$2.12M
|
-36,620
|
-14%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$8.21M
|
-$165K
|
-2,856
|
-2%
|
|
|
8
|
|
$7.82M
|
+$7.76M
|
+134,408
|
New
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$7.73M
|
+$1.24M
|
+21,526
|
+19%
|
|
|
10
|
Pure Financial Advisors
San Diego,
California
|
$6.97M
|
+$619K
|
+10,718
|
+10%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$6.26M
|
+$261K
|
+4,526
|
+4%
|
|
|
12
|
Virtu KCG Holdings
New York
|
$5.81M
|
+$5.77M
|
+99,868
|
New
|
|
|
13
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$5.45M
|
+$39.4K
|
+682
|
+0.7%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.85M
|
+$136K
|
+2,352
|
+4%
|
|
|
15
|
|
$3.84M
|
-$213K
|
-3,694
|
-5%
|
|
|
16
|
Parkside Advisors
Berkeley,
California
|
$3.74M
|
-$6.58K
|
-114
|
-0.2%
|
|
|
17
|
WealthSource Partners
San Luis Obispo,
California
|
$3.54M
|
+$1.44M
|
+24,972
|
+70%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.46M
|
+$761K
|
+13,182
|
+28%
|
|
|
19
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$2.79M
|
-$5.78K
|
-100
|
-0.2%
|
|
|
20
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$2.79M
|
-$5.78K
|
-100
|
-0.2%
|
|
|
21
|
BB&T Securities
Richmond,
Virginia
|
$2.29M
|
-$509K
|
-8,818
|
-18%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.9M
|
+$66.9K
|
+1,158
|
+4%
|
|
|
23
|
AJ Wealth Strategies
New York
|
$1.78M
|
-$2.11M
|
-36,506
|
-54%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.75M
|
-$638K
|
-11,052
|
-27%
|
|
|
25
|
Garde Capital
Seattle,
Washington
|
$1.52M
|
+$267K
|
+4,620
|
+21%
|
|
