|
1
|
Bank of America
Charlotte,
North Carolina
|
$56.5M
|
+$1.27M
|
+21,752
|
+2%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$49M
|
+$19.3M
|
+329,273
|
+65%
|
|
|
3
|
Mission Wealth Management
Santa Barbara,
California
|
$35.5M
|
+$407K
|
+6,958
|
+1%
|
|
|
4
|
Miracle Mile Advisors
Los Angeles,
California
|
$30.1M
|
+$29.2M
|
+499,739
|
+3,220%
|
|
|
5
|
|
$25.1M
|
+$2.52M
|
+43,035
|
+11%
|
|
|
6
|
Bailard
Foster City,
California
|
$19.5M
|
+$2.05M
|
+35,136
|
+12%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$14.7M
|
-$1.19M
|
-20,283
|
-7%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$12M
|
+$266K
|
+4,557
|
+2%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.3M
|
+$2.01M
|
+34,362
|
+24%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$9.46M
|
+$615K
|
+10,514
|
+7%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$7.86M
|
-$14.9K
|
-254
|
-0.2%
|
|
|
12
|
AdvicePeriod
Los Angeles,
California
|
$5.79M
|
+$1.94M
|
+33,129
|
+50%
|
|
|
13
|
|
$5.33M
|
+$1.02M
|
+17,524
|
+24%
|
|
|
14
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$5.31M
|
+$763K
|
+13,058
|
+17%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.24M
|
-$8.83K
|
-151
|
-0.2%
|
|
|
16
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$4.14M
|
+$4.15M
|
+70,967
|
New
|
|
|
17
|
WealthSource Partners
San Luis Obispo,
California
|
$4.04M
|
+$242K
|
+4,141
|
+6%
|
|
|
18
|
Parkside Advisors
Berkeley,
California
|
$3.65M
|
-$2.81K
|
-48
|
-0.1%
|
|
|
19
|
Slow Capital
Greenbrae,
California
|
$2.2M
|
+$1.88M
|
+32,095
|
+571%
|
|
|
20
|
One Capital Management
Westlake Village,
California
|
$2.14M
|
+$55.5K
|
+950
|
+3%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.11M
|
+$623K
|
+10,660
|
+42%
|
|
|
22
|
Regis Management Company
Menlo Park,
California
|
$2.1M
|
+$202K
|
+3,460
|
+11%
|
|
|
23
|
Boltwood Capital Management
Walnut Creek,
California
|
$2.1M
|
-$5.85K
|
-100
|
-0.3%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.93M
|
+$6.55K
|
+112
|
+0.3%
|
|
|
25
|
|
$1.86M
|
-$312K
|
-5,336
|
-14%
|
|
