|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$173M
|
+$123M
|
+2,116,435
|
+252%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$46.4M
|
-$10.3M
|
-176,119
|
-18%
|
|
|
3
|
|
$41.7M
|
+$16.5M
|
+282,558
|
+66%
|
|
|
4
|
Miracle Mile Advisors
Los Angeles,
California
|
$34.9M
|
+$4.71M
|
+80,870
|
+16%
|
|
|
5
|
Mission Wealth Management
Santa Barbara,
California
|
$29.2M
|
-$6.43M
|
-110,352
|
-18%
|
|
|
6
|
Bailard
Foster City,
California
|
$20.3M
|
+$710K
|
+12,200
|
+4%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$14.8M
|
+$104K
|
+1,794
|
+0.7%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$11.7M
|
-$357K
|
-6,136
|
-3%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$9.38M
|
-$107K
|
-1,840
|
-1%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.18M
|
-$1.1M
|
-18,866
|
-11%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$5.77M
|
-$2.1M
|
-36,089
|
-27%
|
|
|
12
|
AdvicePeriod
Los Angeles,
California
|
$5.21M
|
-$595K
|
-10,219
|
-10%
|
|
|
13
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$5.14M
|
-$188K
|
-3,231
|
-4%
|
|
|
14
|
|
$4.65M
|
-$736K
|
-12,632
|
-14%
|
|
|
15
|
WealthSource Partners
San Luis Obispo,
California
|
$4.17M
|
+$116K
|
+1,988
|
+3%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.15M
|
-$126K
|
-2,171
|
-3%
|
|
|
17
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$4.06M
|
-$95.3K
|
-1,637
|
-2%
|
|
|
18
|
Parkside Advisors
Berkeley,
California
|
$3.53M
|
-$132K
|
-2,266
|
-4%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.46M
|
+$2.55M
|
+43,713
|
+286%
|
|
|
20
|
Regis Management Company
Menlo Park,
California
|
$3.01M
|
+$891K
|
+15,300
|
+42%
|
|
|
21
|
Slow Capital
Greenbrae,
California
|
$2.76M
|
+$550K
|
+9,440
|
+25%
|
|
|
22
|
Boltwood Capital Management
Walnut Creek,
California
|
$2.68M
|
+$574K
|
+9,850
|
+27%
|
|
|
23
|
|
$2.35M
|
+$484K
|
+8,306
|
+26%
|
|
|
24
|
One Capital Management
Westlake Village,
California
|
$2.32M
|
+$172K
|
+2,955
|
+8%
|
|
|
25
|
Karp Capital Management
Sausalito,
California
|
$2.32M
|
+$2.31M
|
+39,623
|
New
|
|
