|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$197M
|
+$86.3M
|
+1,408,107
|
+80%
|
|
|
2
|
|
$101M
|
+$2.97M
|
+48,526
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$85M
|
+$9.86M
|
+160,915
|
+13%
|
|
|
4
|
Mission Wealth Management
Santa Barbara,
California
|
$53.3M
|
-$4.36M
|
-71,171
|
-8%
|
|
|
5
|
Miracle Mile Advisors
Los Angeles,
California
|
$31.6M
|
-$15.2M
|
-247,566
|
-33%
|
|
|
6
|
|
$28.2M
|
+$27.8M
|
+453,407
|
New
|
|
|
7
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$24.8M
|
+$5.39M
|
+87,953
|
+28%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$23.4M
|
+$7.77M
|
+126,681
|
+51%
|
|
|
9
|
Bailard
Foster City,
California
|
$23.3M
|
-$585K
|
-9,546
|
-2%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$22.7M
|
+$11.3M
|
+184,521
|
+103%
|
|
|
11
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$21M
|
+$20.7M
|
+338,508
|
+2,666%
|
|
|
12
|
NewFocus Financial Group
Vancouver,
Washington
|
$19.9M
|
+$15.5M
|
+252,527
|
+376%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$19.1M
|
+$3.08M
|
+50,241
|
+20%
|
|
|
14
|
|
$13.8M
|
+$635K
|
+10,355
|
+5%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$12.2M
|
+$150K
|
+2,449
|
+1%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$12.1M
|
-$335K
|
-5,463
|
-3%
|
|
|
17
|
Pure Financial Advisors
San Diego,
California
|
$10.5M
|
-$81.6K
|
-1,332
|
-0.8%
|
|
|
18
|
Epstein & White Financial
San Diego,
California
|
$9.26M
|
-$1.52M
|
-24,729
|
-14%
|
|
|
19
|
Parkside Advisors
Berkeley,
California
|
$8.88M
|
+$140K
|
+2,284
|
+2%
|
|
|
20
|
First Foundation Advisors
Irvine,
California
|
$8.17M
|
+$464K
|
+7,569
|
+6%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.99M
|
-$1.23K
|
-20
|
-0%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.78M
|
-$921K
|
-15,020
|
-11%
|
|
|
23
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$7.46M
|
+$707K
|
+11,537
|
+11%
|
|
|
24
|
Portfolio Solutions
Royal Oak,
Michigan
|
$7M
|
+$3M
|
+48,885
|
+77%
|
|
|
25
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$6.61M
|
-$181K
|
-2,948
|
-3%
|
|
