|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$516M
|
+$148M
|
+2,596,728
|
+41%
|
|
|
2
|
|
$90M
|
+$4.18M
|
+73,458
|
+5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$53.7M
|
-$39.4M
|
-693,278
|
-43%
|
|
|
4
|
Bailard
Foster City,
California
|
$46.4M
|
+$7.81M
|
+137,340
|
+20%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$39.4M
|
+$1.37M
|
+24,009
|
+4%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.8M
|
-$255K
|
-4,478
|
-0.8%
|
|
|
7
|
Slow Capital
Greenbrae,
California
|
$30.5M
|
+$2.43M
|
+42,749
|
+9%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$28.4M
|
+$9.81M
|
+172,496
|
+53%
|
|
|
9
|
Miracle Mile Advisors
Los Angeles,
California
|
$28M
|
-$469K
|
-8,245
|
-2%
|
|
|
10
|
Brio Consultants
San Francisco,
California
|
$27.8M
|
+$569K
|
+9,995
|
+2%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$27.4M
|
+$7.55M
|
+132,691
|
+38%
|
|
|
12
|
Fidelity Investments
Boston,
Massachusetts
|
$27M
|
+$793K
|
+13,932
|
+3%
|
|
|
13
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$25.6M
|
-$2.6M
|
-45,629
|
-9%
|
|
|
14
|
RWA Wealth Partners
Newton,
Massachusetts
|
$19.3M
|
+$172K
|
+3,029
|
+0.9%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$18.2M
|
-$1.77M
|
-31,176
|
-9%
|
|
|
16
|
Manhattan West Asset Management
Los Angeles,
California
|
$17.9M
|
+$1.8M
|
+31,600
|
+11%
|
|
|
17
|
Orin Green Financial
San Diego,
California
|
$17.7M
|
+$634K
|
+11,149
|
+4%
|
|
|
18
|
|
$16.9M
|
+$371K
|
+6,513
|
+2%
|
|
|
19
|
Mercer Global Advisors
Denver,
Colorado
|
$14.5M
|
-$2.74M
|
-48,155
|
-16%
|
|
|
20
|
Opes Wealth Management
Menlo Park,
California
|
$14.1M
|
+$1.74M
|
+30,571
|
+14%
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$13.9M
|
-$375K
|
-6,590
|
-3%
|
|
|
22
|
|
$11.1M
|
+$113K
|
+1,982
|
+1%
|
|
|
23
|
Pure Financial Advisors
San Diego,
California
|
$10.7M
|
+$135K
|
+2,379
|
+1%
|
|
|
24
|
MYeCFO
La Jolla,
California
|
$10.4M
|
+$2.22M
|
+38,996
|
+28%
|
|
|
25
|
AllianceBernstein
Nashville,
Tennessee
|
$10.3M
|
-$2.73M
|
-47,966
|
-21%
|
|
