|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$244M
|
+$29.5M
|
+472,631
|
+14%
|
|
|
2
|
|
$111M
|
+$1.62M
|
+25,873
|
+1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$83.6M
|
-$5.22M
|
-83,658
|
-6%
|
|
|
4
|
Mission Wealth Management
Santa Barbara,
California
|
$53.3M
|
-$1.4M
|
-22,403
|
-3%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$35.3M
|
+$7.63M
|
+122,138
|
+28%
|
|
|
6
|
Miracle Mile Advisors
Los Angeles,
California
|
$31.9M
|
-$1.31M
|
-20,910
|
-4%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$29.1M
|
+$2.67M
|
+42,708
|
+10%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$24M
|
-$1.53M
|
-24,564
|
-6%
|
|
|
9
|
Bailard
Foster City,
California
|
$23M
|
+$397K
|
+6,365
|
+2%
|
|
|
10
|
NewFocus Financial Group
Vancouver,
Washington
|
$17.4M
|
-$1.86M
|
-29,767
|
-10%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$15.5M
|
+$2.52M
|
+40,336
|
+20%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$12.1M
|
+$214K
|
+3,427
|
+2%
|
|
|
13
|
Pure Financial Advisors
San Diego,
California
|
$12M
|
+$1.57M
|
+25,103
|
+15%
|
|
|
14
|
|
$10.9M
|
-$977K
|
-15,653
|
-8%
|
|
|
15
|
First Foundation Advisors
Irvine,
California
|
$10.7M
|
-$1.41M
|
-22,543
|
-12%
|
|
|
16
|
Epstein & White Financial
San Diego,
California
|
$9.24M
|
-$32.8K
|
-526
|
-0.4%
|
|
|
17
|
|
$8.99M
|
+$1.83M
|
+29,293
|
+26%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.4M
|
+$441K
|
+7,066
|
+6%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.08M
|
+$650K
|
+10,404
|
+9%
|
|
|
20
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$7.9M
|
+$342K
|
+5,475
|
+5%
|
|
|
21
|
Towerpoint Wealth
Sacramento,
California
|
$7.35M
|
+$414K
|
+6,635
|
+6%
|
|
|
22
|
Slow Capital
Greenbrae,
California
|
$7.19M
|
+$257K
|
+4,116
|
+4%
|
|
|
23
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$7.14M
|
-$1.97M
|
-31,576
|
-22%
|
|
|
24
|
Portfolio Solutions
Royal Oak,
Michigan
|
$7.11M
|
–
|
–
|
–
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7M
|
+$681K
|
+10,901
|
+11%
|
|
