|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$206M
|
+$34.7M
|
+594,558
|
+20%
|
|
|
2
|
|
$45M
|
+$3.63M
|
+62,127
|
+9%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$44.7M
|
-$1.28M
|
-21,887
|
-3%
|
|
|
4
|
Miracle Mile Advisors
Los Angeles,
California
|
$37.8M
|
+$3.29M
|
+56,331
|
+9%
|
|
|
5
|
|
$29.7M
|
+$29M
|
+496,761
|
+3,278%
|
|
|
6
|
Mission Wealth Management
Santa Barbara,
California
|
$26.7M
|
-$2.25M
|
-38,559
|
-8%
|
|
|
7
|
Bailard
Foster City,
California
|
$19.8M
|
-$247K
|
-4,221
|
-1%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$15M
|
+$338K
|
+5,784
|
+2%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$11.4M
|
-$178K
|
-3,042
|
-2%
|
|
|
10
|
Pure Financial Advisors
San Diego,
California
|
$10.5M
|
+$10.6M
|
+181,139
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$8.85M
|
-$442K
|
-7,573
|
-5%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.11M
|
-$2M
|
-34,311
|
-22%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$6.29M
|
+$576K
|
+9,859
|
+10%
|
|
|
14
|
AdvicePeriod
Los Angeles,
California
|
$5.83M
|
+$677K
|
+11,591
|
+13%
|
|
|
15
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$5.14M
|
+$42.6K
|
+729
|
+0.8%
|
|
|
16
|
|
$4.9M
|
+$303K
|
+5,192
|
+7%
|
|
|
17
|
WealthSource Partners
San Luis Obispo,
California
|
$4.12M
|
-$12.8K
|
-219
|
-0.3%
|
|
|
18
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$3.94M
|
-$79.6K
|
-1,362
|
-2%
|
|
|
19
|
Slow Capital
Greenbrae,
California
|
$3.83M
|
+$1.11M
|
+18,968
|
+40%
|
|
|
20
|
Parkside Advisors
Berkeley,
California
|
$3.52M
|
+$17.8K
|
+304
|
+0.5%
|
|
|
21
|
Towerpoint Wealth
Sacramento,
California
|
$3.4M
|
+$1.76M
|
+30,150
|
+106%
|
|
|
22
|
Boltwood Capital Management
Walnut Creek,
California
|
$3.34M
|
+$686K
|
+11,740
|
+26%
|
|
|
23
|
Regis Management Company
Menlo Park,
California
|
$3.33M
|
+$356K
|
+6,100
|
+12%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.02M
|
-$1.09M
|
-18,720
|
-26%
|
|
|
25
|
Karp Capital Management
Sausalito,
California
|
$2.63M
|
+$335K
|
+5,738
|
+14%
|
|
