|
1
|
Bank of America
Charlotte,
North Carolina
|
$47M
|
+$7.04M
|
+119,846
|
+18%
|
|
|
2
|
Mission Wealth Management
Santa Barbara,
California
|
$35.7M
|
-$808K
|
-13,768
|
-2%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$29.4M
|
-$976K
|
-16,624
|
-3%
|
|
|
4
|
Bailard
Foster City,
California
|
$17.3M
|
+$3.44M
|
+58,662
|
+25%
|
|
|
5
|
|
$17.2M
|
+$306K
|
+5,216
|
+2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$15.2M
|
+$1.74M
|
+29,546
|
+13%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$10M
|
+$2.16M
|
+36,816
|
+28%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$8.26M
|
-$56.4K
|
-960
|
-0.7%
|
|
|
9
|
Pure Financial Advisors
San Diego,
California
|
$7.94M
|
+$887K
|
+15,102
|
+13%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$6.82M
|
+$490K
|
+8,342
|
+8%
|
|
|
11
|
|
$5.42M
|
-$2.49M
|
-42,358
|
-32%
|
|
|
12
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$5.06M
|
-$450K
|
-7,670
|
-8%
|
|
|
13
|
WealthSource Partners
San Luis Obispo,
California
|
$4.23M
|
+$647K
|
+11,020
|
+18%
|
|
|
14
|
|
$4.09M
|
+$210K
|
+3,578
|
+5%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.82M
|
-$74.2K
|
-1,264
|
-2%
|
|
|
16
|
Parkside Advisors
Berkeley,
California
|
$3.76M
|
-$26.9K
|
-458
|
-0.7%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.73M
|
+$226K
|
+3,848
|
+6%
|
|
|
18
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$2.83M
|
–
|
–
|
–
|
|
|
19
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$2.83M
|
–
|
–
|
–
|
|
|
20
|
BB&T Securities
Richmond,
Virginia
|
$2.79M
|
+$468K
|
+7,970
|
+20%
|
|
|
21
|
AJ Wealth Strategies
New York
|
$2.05M
|
+$251K
|
+4,276
|
+14%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.98M
|
+$57.9K
|
+986
|
+3%
|
|
|
23
|
Virtu KCG Holdings
New York
|
$1.62M
|
-$4.25M
|
-72,324
|
-72%
|
|
|
24
|
|
$1.51M
|
+$1.51M
|
+25,632
|
New
|
|
|
25
|
Garde Capital
Seattle,
Washington
|
$1.48M
|
-$63.2K
|
-1,076
|
-4%
|
|
