|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$193M
|
+$18.3M
|
+298,454
|
+10%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$76.9M
|
+$2M
|
+32,712
|
+3%
|
|
|
3
|
Mission Wealth Management
Santa Barbara,
California
|
$55.6M
|
-$1.24M
|
-20,226
|
-2%
|
|
|
4
|
Miracle Mile Advisors
Los Angeles,
California
|
$54.4M
|
+$16.3M
|
+265,545
|
+43%
|
|
|
5
|
|
$53.4M
|
+$1.44M
|
+23,585
|
+3%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$26.9M
|
-$1.96M
|
-32,029
|
-7%
|
|
|
7
|
Bailard
Foster City,
California
|
$24M
|
+$2.51M
|
+41,048
|
+12%
|
|
|
8
|
Principal Financial Group
Des Moines,
Iowa
|
$18M
|
+$9.55M
|
+155,910
|
+113%
|
|
|
9
|
Fidelity Investments
Boston,
Massachusetts
|
$15.1M
|
+$2.87M
|
+46,936
|
+23%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$13.2M
|
+$2M
|
+32,589
|
+18%
|
|
|
11
|
Pure Financial Advisors
San Diego,
California
|
$12.3M
|
-$1.14M
|
-18,535
|
-8%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$10.6M
|
+$870K
|
+14,212
|
+9%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$10.5M
|
+$2.66M
|
+43,374
|
+34%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.59M
|
+$471K
|
+7,695
|
+5%
|
|
|
15
|
AdvicePeriod
Los Angeles,
California
|
$7.11M
|
+$673K
|
+10,991
|
+10%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.91M
|
+$977K
|
+15,956
|
+16%
|
|
|
17
|
|
$6.9M
|
+$6.9M
|
+112,599
|
New
|
|
|
18
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$6.67M
|
-$11.2K
|
-183
|
-0.2%
|
|
|
19
|
Towerpoint Wealth
Sacramento,
California
|
$6.36M
|
+$553K
|
+9,025
|
+10%
|
|
|
20
|
Slow Capital
Greenbrae,
California
|
$5.62M
|
-$624K
|
-10,196
|
-10%
|
|
|
21
|
Parkside Advisors
Berkeley,
California
|
$5.03M
|
+$1.34M
|
+21,856
|
+36%
|
|
|
22
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$4.85M
|
-$128K
|
-2,097
|
-3%
|
|
|
23
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$4.81M
|
+$533K
|
+8,698
|
+12%
|
|
|
24
|
Portfolio Solutions
Royal Oak,
Michigan
|
$4.54M
|
–
|
–
|
–
|
|
|
25
|
|
$4.52M
|
–
|
–
|
–
|
|
