|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$358M
|
+$88.8M
|
+1,420,083
|
+33%
|
|
|
2
|
|
$120M
|
+$3.29M
|
+52,671
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$85.5M
|
+$415K
|
+6,644
|
+0.5%
|
|
|
4
|
Mission Wealth Management
Santa Barbara,
California
|
$51.5M
|
-$919K
|
-14,692
|
-2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$34.8M
|
+$2.33M
|
+37,344
|
+7%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$29.3M
|
+$3.57M
|
+57,025
|
+14%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$28.6M
|
-$7.06M
|
-112,853
|
-20%
|
|
|
8
|
Miracle Mile Advisors
Los Angeles,
California
|
$27.5M
|
-$3.17M
|
-50,710
|
-10%
|
|
|
9
|
Bailard
Foster City,
California
|
$21.9M
|
+$101K
|
+1,608
|
+0.5%
|
|
|
10
|
|
$18.4M
|
+$6.04M
|
+96,672
|
+49%
|
|
|
11
|
EP Wealth Advisors
Torrance,
California
|
$16.2M
|
-$3.03M
|
-48,522
|
-16%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$16M
|
+$436K
|
+6,972
|
+3%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$15.7M
|
+$2.12M
|
+33,874
|
+16%
|
|
|
14
|
Slow Capital
Greenbrae,
California
|
$14.9M
|
+$7.11M
|
+113,688
|
+91%
|
|
|
15
|
Pure Financial Advisors
San Diego,
California
|
$14.6M
|
+$1.89M
|
+30,262
|
+15%
|
|
|
16
|
|
$10.9M
|
-$305K
|
-4,875
|
-3%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.96M
|
+$1.22M
|
+19,483
|
+14%
|
|
|
18
|
AdvicePeriod
Los Angeles,
California
|
$8.74M
|
+$1.78M
|
+28,513
|
+26%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.68M
|
+$803K
|
+12,847
|
+10%
|
|
|
20
|
Epstein & White Financial
San Diego,
California
|
$8.63M
|
-$346K
|
-5,528
|
-4%
|
|
|
21
|
Towerpoint Wealth
Sacramento,
California
|
$8.36M
|
+$472K
|
+7,556
|
+6%
|
|
|
22
|
First Foundation Advisors
Irvine,
California
|
$7.97M
|
+$577K
|
+9,227
|
+8%
|
|
|
23
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$7.54M
|
-$246K
|
-3,936
|
-3%
|
|
|
24
|
Portfolio Solutions
Royal Oak,
Michigan
|
$7.15M
|
-$2K
|
-32
|
-0%
|
|
|
25
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$6.78M
|
+$2.44M
|
+39,023
|
+56%
|
|
