|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$144M
|
+$19.8M
|
+337,005
|
+16%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$72.7M
|
-$13.6K
|
-232
|
-0%
|
|
|
3
|
Mission Wealth Management
Santa Barbara,
California
|
$61M
|
-$6.77M
|
-115,338
|
-10%
|
|
|
4
|
|
$48.4M
|
-$936K
|
-15,941
|
-2%
|
|
|
5
|
Miracle Mile Advisors
Los Angeles,
California
|
$34.4M
|
+$6.25M
|
+106,421
|
+23%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$24.1M
|
+$4.74M
|
+80,774
|
+25%
|
|
|
7
|
Bailard
Foster City,
California
|
$21M
|
+$1.39M
|
+23,633
|
+7%
|
|
|
8
|
Pure Financial Advisors
San Diego,
California
|
$12.8M
|
+$259K
|
+4,404
|
+2%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$10.1M
|
-$1.39M
|
-23,629
|
-12%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$9.39M
|
+$321K
|
+5,464
|
+4%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.77M
|
+$1.86M
|
+31,646
|
+27%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$8.07M
|
+$1.46M
|
+24,804
|
+22%
|
|
|
13
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$8.01M
|
+$3.9M
|
+66,381
|
+98%
|
|
|
14
|
AdvicePeriod
Los Angeles,
California
|
$6.88M
|
-$1.77M
|
-30,212
|
-21%
|
|
|
15
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$6.41M
|
+$611K
|
+10,406
|
+11%
|
|
|
16
|
Slow Capital
Greenbrae,
California
|
$5.85M
|
+$650K
|
+11,072
|
+13%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.58M
|
+$841K
|
+14,325
|
+18%
|
|
|
18
|
Towerpoint Wealth
Sacramento,
California
|
$4.75M
|
+$718K
|
+12,230
|
+18%
|
|
|
19
|
Portfolio Solutions
Royal Oak,
Michigan
|
$4.41M
|
-$1.6M
|
-27,228
|
-27%
|
|
|
20
|
WealthSource Partners
San Luis Obispo,
California
|
$4.41M
|
+$172K
|
+2,934
|
+4%
|
|
|
21
|
|
$3.79M
|
-$1.02M
|
-17,309
|
-21%
|
|
|
22
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$3.69M
|
+$445K
|
+7,586
|
+14%
|
|
|
23
|
Parkside Advisors
Berkeley,
California
|
$3.5M
|
-$122K
|
-2,083
|
-3%
|
|
|
24
|
Bank of New York Mellon
New York
|
$3.44M
|
+$3.11M
|
+52,985
|
+1,122%
|
|
|
25
|
Boltwood Capital Management
Walnut Creek,
California
|
$3.21M
|
-$327K
|
-5,566
|
-9%
|
|
