|
1
|
Bank of America
Charlotte,
North Carolina
|
$56M
|
+$6.8M
|
+114,902
|
+14%
|
|
|
2
|
Mission Wealth Management
Santa Barbara,
California
|
$35.6M
|
-$168K
|
-2,835
|
-0.5%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$30.1M
|
+$1.33M
|
+22,418
|
+5%
|
|
|
4
|
|
$22.9M
|
+$3.08M
|
+52,061
|
+16%
|
|
|
5
|
Bailard
Foster City,
California
|
$17.7M
|
-$530K
|
-8,957
|
-3%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$16.1M
|
+$1.92M
|
+32,413
|
+14%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$11.9M
|
+$411K
|
+6,947
|
+4%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$8.96M
|
+$153K
|
+2,577
|
+2%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.36M
|
+$3.15M
|
+53,137
|
+60%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$7.98M
|
+$1.1M
|
+18,584
|
+16%
|
|
|
11
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$4.62M
|
+$262K
|
+4,420
|
+6%
|
|
|
12
|
|
$4.41M
|
+$199K
|
+3,367
|
+5%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.33M
|
+$736K
|
+12,438
|
+20%
|
|
|
14
|
AdvicePeriod
Los Angeles,
California
|
$3.9M
|
+$3.91M
|
+66,002
|
New
|
|
|
15
|
WealthSource Partners
San Luis Obispo,
California
|
$3.85M
|
-$383K
|
-6,466
|
-9%
|
|
|
16
|
Parkside Advisors
Berkeley,
California
|
$3.71M
|
+$22.3K
|
+376
|
+0.6%
|
|
|
17
|
BB&T Securities
Richmond,
Virginia
|
$3.28M
|
+$217K
|
+3,671
|
+7%
|
|
|
18
|
Principal Financial Group
Des Moines,
Iowa
|
$3.02M
|
-$1.95M
|
-33,000
|
-39%
|
|
|
19
|
|
$2.2M
|
-$4.24M
|
-71,635
|
-66%
|
|
|
20
|
Boltwood Capital Management
Walnut Creek,
California
|
$2.13M
|
+$277K
|
+4,685
|
+15%
|
|
|
21
|
One Capital Management
Westlake Village,
California
|
$2.12M
|
+$267K
|
+4,510
|
+14%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.95M
|
-$68.4K
|
-1,156
|
-3%
|
|
|
23
|
Regis Management Company
Menlo Park,
California
|
$1.93M
|
+$959K
|
+16,200
|
+99%
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$1.89M
|
+$1.89M
|
+31,874
|
New
|
|
|
25
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.56M
|
+$1.56M
|
+26,326
|
New
|
|
