|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$359M
|
+$55.7M
|
+1,003,434
|
+19%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$91.4M
|
+$30.7M
|
+553,201
|
+51%
|
|
|
3
|
|
$83.8M
|
-$34M
|
-613,376
|
-29%
|
|
|
4
|
Bailard
Foster City,
California
|
$37.7M
|
+$14.5M
|
+260,405
|
+63%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$37.2M
|
+$2.19M
|
+39,452
|
+6%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$36.8M
|
+$36.4M
|
+656,632
|
New
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.3M
|
+$6.19M
|
+111,465
|
+24%
|
|
|
8
|
Miracle Mile Advisors
Los Angeles,
California
|
$27.8M
|
+$21.6M
|
+389,111
|
+367%
|
|
|
9
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$27.6M
|
+$27.3M
|
+492,140
|
New
|
|
|
10
|
Slow Capital
Greenbrae,
California
|
$27.4M
|
+$3.37M
|
+60,722
|
+14%
|
|
|
11
|
Brio Consultants
San Francisco,
California
|
$26.6M
|
+$1.39M
|
+25,013
|
+6%
|
|
|
12
|
Fidelity Investments
Boston,
Massachusetts
|
$25.6M
|
+$10.3M
|
+184,741
|
+68%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$19.6M
|
+$6.5M
|
+117,125
|
+51%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$19.4M
|
+$4.78M
|
+86,100
|
+33%
|
|
|
15
|
RWA Wealth Partners
Newton,
Massachusetts
|
$19M
|
+$13.9M
|
+250,004
|
+303%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$18.1M
|
-$8.71M
|
-156,934
|
-33%
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$16.8M
|
+$465K
|
+8,384
|
+3%
|
|
|
18
|
Orin Green Financial
San Diego,
California
|
$16.7M
|
-$722K
|
-13,018
|
-4%
|
|
|
19
|
|
$16.2M
|
+$14.9M
|
+267,699
|
+1,289%
|
|
|
20
|
Manhattan West Asset Management
Los Angeles,
California
|
$15.7M
|
+$7.65M
|
+137,855
|
+97%
|
|
|
21
|
US Bancorp
Minneapolis,
Minnesota
|
$14.9M
|
+$14.7M
|
+264,165
|
+13,129%
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$13.9M
|
-$1.06M
|
-19,120
|
-7%
|
|
|
23
|
AllianceBernstein
Nashville,
Tennessee
|
$12.8M
|
+$6.95M
|
+125,190
|
+123%
|
|
|
24
|
Opes Wealth Management
Menlo Park,
California
|
$12.1M
|
+$951K
|
+17,136
|
+9%
|
|
|
25
|
|
$10.7M
|
+$3.33M
|
+60,077
|
+46%
|
|
