|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$406M
|
-$97.7M
|
-1,737,113
|
-19%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$112M
|
+$87.6M
|
+1,556,751
|
+320%
|
|
|
3
|
|
$91.6M
|
-$690K
|
-12,260
|
-0.7%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$53.4M
|
+$847K
|
+15,057
|
+2%
|
|
|
5
|
Bailard
Foster City,
California
|
$45.2M
|
+$3.07M
|
+54,511
|
+7%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$43.5M
|
+$28.4M
|
+504,327
|
+174%
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$40.2M
|
+$1.8M
|
+31,969
|
+5%
|
|
|
8
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$38M
|
+$39M
|
+693,305
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$37.9M
|
+$3.83M
|
+68,100
|
+11%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$28.4M
|
+$1.61M
|
+28,533
|
+6%
|
|
|
11
|
Brio Consultants
San Francisco,
California
|
$28.1M
|
+$1.47M
|
+26,167
|
+5%
|
|
|
12
|
|
$27.3M
|
+$20M
|
+356,317
|
+251%
|
|
|
13
|
Slow Capital
Greenbrae,
California
|
$24.8M
|
-$10.8M
|
-191,243
|
-30%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.9M
|
-$10.8M
|
-191,765
|
-31%
|
|
|
15
|
EP Wealth Advisors
Torrance,
California
|
$23.8M
|
+$24.4M
|
+432,967
|
+23,203%
|
|
|
16
|
Manhattan West Asset Management
Los Angeles,
California
|
$23.6M
|
+$6.18M
|
+109,886
|
+34%
|
|
|
17
|
Miracle Mile Advisors
Los Angeles,
California
|
$23.4M
|
+$521K
|
+9,261
|
+2%
|
|
|
18
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$22.3M
|
-$4.47M
|
-79,512
|
-16%
|
|
|
19
|
First Foundation Advisors
Irvine,
California
|
$19.3M
|
+$956K
|
+17,000
|
+5%
|
|
|
20
|
RWA Wealth Partners
Newton,
Massachusetts
|
$18.3M
|
-$93.6K
|
-1,664
|
-0.5%
|
|
|
21
|
Orin Green Financial
San Diego,
California
|
$17.4M
|
+$377K
|
+6,701
|
+2%
|
|
|
22
|
|
$16.2M
|
+$58.4K
|
+1,039
|
+0.4%
|
|
|
23
|
Opes Wealth Management
Menlo Park,
California
|
$15.3M
|
+$1.57M
|
+27,906
|
+11%
|
|
|
24
|
Facet Wealth Inc
Baltimore,
Maryland
|
$14.1M
|
-$769K
|
-13,668
|
-5%
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$13.9M
|
-$1.63M
|
-28,965
|
-10%
|
|
