|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$122M
|
-$84.2M
|
-1,461,750
|
-41%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$71.3M
|
+$25.9M
|
+449,549
|
+58%
|
|
|
3
|
Mission Wealth Management
Santa Barbara,
California
|
$66.6M
|
+$39.1M
|
+679,182
|
+148%
|
|
|
4
|
|
$48.4M
|
+$3.05M
|
+52,957
|
+7%
|
|
|
5
|
Miracle Mile Advisors
Los Angeles,
California
|
$27.5M
|
-$10.5M
|
-181,818
|
-28%
|
|
|
6
|
Bailard
Foster City,
California
|
$19.2M
|
-$758K
|
-13,161
|
-4%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$18.9M
|
+$3.72M
|
+64,549
|
+25%
|
|
|
8
|
Pure Financial Advisors
San Diego,
California
|
$12.3M
|
+$1.69M
|
+29,393
|
+16%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$11.3M
|
-$212K
|
-3,683
|
-2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$8.89M
|
-$31.3K
|
-543
|
-0.4%
|
|
|
11
|
AdvicePeriod
Los Angeles,
California
|
$8.51M
|
+$2.6M
|
+45,097
|
+45%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.75M
|
-$403K
|
-7,005
|
-6%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$6.46M
|
+$127K
|
+2,205
|
+2%
|
|
|
14
|
Portfolio Solutions
Royal Oak,
Michigan
|
$5.92M
|
+$5.15M
|
+89,483
|
+758%
|
|
|
15
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$5.67M
|
+$502K
|
+8,710
|
+10%
|
|
|
16
|
Slow Capital
Greenbrae,
California
|
$5.09M
|
+$1.2M
|
+20,913
|
+32%
|
|
|
17
|
|
$4.73M
|
-$210K
|
-3,650
|
-4%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.63M
|
+$1.57M
|
+27,194
|
+52%
|
|
|
19
|
WealthSource Partners
San Luis Obispo,
California
|
$4.16M
|
+$576
|
+10
|
+0%
|
|
|
20
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$3.94M
|
–
|
–
|
–
|
|
|
21
|
Towerpoint Wealth
Sacramento,
California
|
$3.94M
|
+$504K
|
+8,755
|
+15%
|
|
|
22
|
Parkside Advisors
Berkeley,
California
|
$3.55M
|
+$7.03K
|
+122
|
+0.2%
|
|
|
23
|
Boltwood Capital Management
Walnut Creek,
California
|
$3.47M
|
+$103K
|
+1,795
|
+3%
|
|
|
24
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$3.19M
|
+$1.14M
|
+19,806
|
+57%
|
|
|
25
|
One Capital Management
Westlake Village,
California
|
$3.17M
|
+$576K
|
+10,010
|
+23%
|
|
