|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$367M
|
+$12.2M
|
+195,417
|
+3%
|
|
|
2
|
|
$122M
|
+$3.42M
|
+54,618
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$84.8M
|
+$99.6K
|
+1,589
|
+0.1%
|
|
|
4
|
Mission Wealth Management
Santa Barbara,
California
|
$47.7M
|
-$3.36M
|
-53,609
|
-7%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$37.5M
|
+$3.01M
|
+48,004
|
+9%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$34.9M
|
+$5.93M
|
+94,565
|
+20%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$30M
|
+$1.66M
|
+26,552
|
+6%
|
|
|
8
|
Miracle Mile Advisors
Los Angeles,
California
|
$28.5M
|
+$1.28M
|
+20,418
|
+5%
|
|
|
9
|
Slow Capital
Greenbrae,
California
|
$22.2M
|
+$7.49M
|
+119,453
|
+50%
|
|
|
10
|
Bailard
Foster City,
California
|
$21.5M
|
-$161K
|
-2,569
|
-0.7%
|
|
|
11
|
Pure Financial Advisors
San Diego,
California
|
$17.4M
|
+$2.98M
|
+47,497
|
+20%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$17.2M
|
+$1.67M
|
+26,726
|
+11%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$16.8M
|
+$976K
|
+15,568
|
+6%
|
|
|
14
|
EP Wealth Advisors
Torrance,
California
|
$15.4M
|
-$660K
|
-10,525
|
-4%
|
|
|
15
|
|
$11.6M
|
+$774K
|
+12,356
|
+7%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.3M
|
+$1.41M
|
+22,439
|
+14%
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$10.7M
|
+$9.18M
|
+146,537
|
+571%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$10.4M
|
+$9.25M
|
+147,532
|
+721%
|
|
|
19
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$8.69M
|
+$1.99M
|
+31,710
|
+29%
|
|
|
20
|
Towerpoint Wealth
Sacramento,
California
|
$8.66M
|
+$375K
|
+5,990
|
+4%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.43M
|
-$179K
|
-2,850
|
-2%
|
|
|
22
|
|
$8.33M
|
-$10M
|
-160,281
|
-54%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.83M
|
+$1.75M
|
+27,938
|
+28%
|
|
|
24
|
First Foundation Advisors
Irvine,
California
|
$7.71M
|
-$189K
|
-3,018
|
-2%
|
|
|
25
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$7.47M
|
-$15.9K
|
-254
|
-0.2%
|
|
