|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$253M
|
-$101M
|
-1,670,281
|
-28%
|
|
|
2
|
|
$112M
|
-$3.18M
|
-52,816
|
-3%
|
|
|
3
|
|
$102M
|
+$88.5M
|
+1,470,818
|
+523%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$82.9M
|
+$2.78M
|
+46,166
|
+3%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$78.3M
|
+$38M
|
+630,713
|
+88%
|
|
|
6
|
Mission Wealth Management
Santa Barbara,
California
|
$54.9M
|
+$3.88M
|
+64,481
|
+7%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$33.5M
|
-$2.46M
|
-40,915
|
-7%
|
|
|
8
|
Slow Capital
Greenbrae,
California
|
$31.7M
|
+$9.56M
|
+158,895
|
+41%
|
|
|
9
|
Bailard
Foster City,
California
|
$25.1M
|
+$5.07M
|
+84,184
|
+24%
|
|
|
10
|
EP Wealth Advisors
Torrance,
California
|
$21.5M
|
+$7.33M
|
+121,822
|
+49%
|
|
|
11
|
Miracle Mile Advisors
Los Angeles,
California
|
$19.8M
|
-$16.8M
|
-278,793
|
-45%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$15.6M
|
-$1.54M
|
-25,664
|
-9%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$15.5M
|
-$1.73M
|
-28,745
|
-10%
|
|
|
14
|
Pure Financial Advisors
San Diego,
California
|
$15.1M
|
-$2.55M
|
-42,412
|
-14%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$11.6M
|
-$1.06M
|
-17,659
|
-8%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.3M
|
+$518K
|
+8,614
|
+5%
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$9.96M
|
-$145K
|
-2,407
|
-1%
|
|
|
18
|
|
$9.78M
|
-$899K
|
-14,939
|
-8%
|
|
|
19
|
Opes Wealth Management
Menlo Park,
California
|
$8.63M
|
+$1.83M
|
+30,378
|
+26%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.74M
|
-$492K
|
-8,182
|
-6%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.65M
|
+$307K
|
+5,101
|
+4%
|
|
|
22
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$7.63M
|
+$7.4M
|
+122,997
|
+1,514%
|
|
|
23
|
Towerpoint Wealth
Sacramento,
California
|
$7.57M
|
+$50.7K
|
+842
|
+0.7%
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$7.52M
|
-$2.59M
|
-43,021
|
-25%
|
|
|
25
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$6.62M
|
-$456K
|
-7,571
|
-6%
|
|
