|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$213M
|
+$15.3M
|
+245,182
|
+8%
|
|
|
2
|
|
$109M
|
+$6.86M
|
+109,664
|
+7%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$88.2M
|
+$2.85M
|
+45,595
|
+3%
|
|
|
4
|
Mission Wealth Management
Santa Barbara,
California
|
$54.4M
|
+$848K
|
+13,543
|
+2%
|
|
|
5
|
Miracle Mile Advisors
Los Angeles,
California
|
$33M
|
+$1.34M
|
+21,349
|
+4%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$27.4M
|
+$4.69M
|
+74,864
|
+21%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$26.2M
|
+$7.1M
|
+113,525
|
+37%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$25.4M
|
+$1.91M
|
+30,468
|
+8%
|
|
|
9
|
Bailard
Foster City,
California
|
$22.5M
|
-$895K
|
-14,295
|
-4%
|
|
|
10
|
NewFocus Financial Group
Vancouver,
Washington
|
$19.2M
|
-$782K
|
-12,500
|
-4%
|
|
|
11
|
Clear Creek Financial Management
Silverdale,
Washington
|
$14.1M
|
+$14.1M
|
+225,536
|
New
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$12.8M
|
+$635K
|
+10,147
|
+5%
|
|
|
13
|
First Foundation Advisors
Irvine,
California
|
$12.1M
|
+$3.86M
|
+61,728
|
+47%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$11.8M
|
-$357K
|
-5,702
|
-3%
|
|
|
15
|
|
$11.8M
|
+$469K
|
+7,496
|
+4%
|
|
|
16
|
Pure Financial Advisors
San Diego,
California
|
$10.3M
|
-$253K
|
-4,036
|
-2%
|
|
|
17
|
Epstein & White Financial
San Diego,
California
|
$9.21M
|
-$84.5K
|
-1,351
|
-0.9%
|
|
|
18
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$9.06M
|
-$15.9M
|
-254,467
|
-64%
|
|
|
19
|
Parkside Advisors
Berkeley,
California
|
$8.33M
|
-$588K
|
-9,403
|
-7%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.9M
|
-$121K
|
-1,932
|
-2%
|
|
|
21
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$7.5M
|
+$9.76K
|
+156
|
+0.1%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.38M
|
-$433K
|
-6,913
|
-6%
|
|
|
23
|
|
$7.1M
|
-$21.3M
|
-339,623
|
-75%
|
|
|
24
|
Portfolio Solutions
Royal Oak,
Michigan
|
$7.05M
|
+$32.9K
|
+526
|
+0.5%
|
|
|
25
|
AdvicePeriod
Los Angeles,
California
|
$7.04M
|
+$761K
|
+12,155
|
+12%
|
|
