|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$225M
|
+$31.5M
|
+514,339
|
+16%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$75.6M
|
-$1.2M
|
-19,547
|
-2%
|
|
|
3
|
Miracle Mile Advisors
Los Angeles,
California
|
$57.9M
|
+$3.56M
|
+58,195
|
+7%
|
|
|
4
|
Mission Wealth Management
Santa Barbara,
California
|
$55.2M
|
-$357K
|
-5,838
|
-0.6%
|
|
|
5
|
|
$52.9M
|
-$425K
|
-6,954
|
-0.8%
|
|
|
6
|
Bailard
Foster City,
California
|
$23.5M
|
-$495K
|
-8,085
|
-2%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$23.2M
|
-$3.68M
|
-60,151
|
-14%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$16.5M
|
+$1.41M
|
+22,988
|
+9%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$14.6M
|
+$1.42M
|
+23,225
|
+11%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$13.9M
|
+$3.32M
|
+54,254
|
+32%
|
|
|
11
|
Pure Financial Advisors
San Diego,
California
|
$11.9M
|
-$384K
|
-6,270
|
-3%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$10.9M
|
+$330K
|
+5,392
|
+3%
|
|
|
13
|
|
$9.8M
|
+$9.04M
|
+147,827
|
+1,210%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.48M
|
-$102K
|
-1,672
|
-1%
|
|
|
15
|
Principal Financial Group
Des Moines,
Iowa
|
$8.64M
|
-$9.32M
|
-152,292
|
-52%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.35M
|
+$1.45M
|
+23,712
|
+21%
|
|
|
17
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$7.51M
|
+$7.5M
|
+122,591
|
New
|
|
|
18
|
First Foundation Advisors
Irvine,
California
|
$7.48M
|
+$3.96M
|
+64,791
|
+113%
|
|
|
19
|
AdvicePeriod
Los Angeles,
California
|
$7.47M
|
+$369K
|
+6,027
|
+5%
|
|
|
20
|
Parkside Advisors
Berkeley,
California
|
$6.89M
|
+$1.86M
|
+30,395
|
+37%
|
|
|
21
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$6.62M
|
-$42.3K
|
-691
|
-0.6%
|
|
|
22
|
Towerpoint Wealth
Sacramento,
California
|
$6.51M
|
+$161K
|
+2,630
|
+3%
|
|
|
23
|
Pacific Capital Wealth Advisors
Corona,
California
|
$6.14M
|
+$6.14M
|
+100,334
|
New
|
|
|
24
|
Slow Capital
Greenbrae,
California
|
$5.67M
|
+$53.7K
|
+878
|
+1%
|
|
|
25
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$5.17M
|
+$359K
|
+5,872
|
+7%
|
|
