|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$107M
|
-$117M
|
-1,906,434
|
-52%
|
|
|
2
|
|
$95.8M
|
+$44M
|
+718,819
|
+83%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$73M
|
-$1.69M
|
-27,576
|
-2%
|
|
|
4
|
Mission Wealth Management
Santa Barbara,
California
|
$56.2M
|
+$1.72M
|
+28,067
|
+3%
|
|
|
5
|
Miracle Mile Advisors
Los Angeles,
California
|
$45.7M
|
-$11.7M
|
-190,430
|
-20%
|
|
|
6
|
Bailard
Foster City,
California
|
$23.2M
|
+$13.9K
|
+227
|
+0.1%
|
|
|
7
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$18.9M
|
+$16.9M
|
+276,476
|
+785%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$15.5M
|
+$1.08M
|
+17,625
|
+7%
|
|
|
9
|
Fidelity Investments
Boston,
Massachusetts
|
$15.1M
|
-$1.23M
|
-20,133
|
-7%
|
|
|
10
|
|
$12.8M
|
+$9.74M
|
+159,075
|
+305%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$12.1M
|
-$10.9M
|
-178,469
|
-47%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$11.7M
|
-$2.02M
|
-33,044
|
-15%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$11M
|
+$129K
|
+2,111
|
+1%
|
|
|
14
|
Epstein & White Financial
San Diego,
California
|
$10.5M
|
+$10.6M
|
+173,651
|
New
|
|
|
15
|
Pure Financial Advisors
San Diego,
California
|
$10.3M
|
-$1.41M
|
-23,038
|
-12%
|
|
|
16
|
|
$9.82M
|
+$140K
|
+2,293
|
+1%
|
|
|
17
|
Parkside Advisors
Berkeley,
California
|
$8.51M
|
+$1.72M
|
+28,099
|
+25%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.48M
|
-$898K
|
-14,678
|
-9%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.78M
|
-$477K
|
-7,796
|
-6%
|
|
|
20
|
First Foundation Advisors
Irvine,
California
|
$7.5M
|
+$99.5K
|
+1,626
|
+1%
|
|
|
21
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$6.62M
|
-$811K
|
-13,251
|
-11%
|
|
|
22
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$6.59M
|
+$24.9K
|
+407
|
+0.4%
|
|
|
23
|
AdvicePeriod
Los Angeles,
California
|
$6.56M
|
-$833K
|
-13,606
|
-11%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$6.2M
|
+$6.27M
|
+102,515
|
New
|
|
|
25
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$6.17M
|
+$1.41M
|
+22,964
|
+29%
|
|
