|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$526M
|
+$93.6M
|
+1,677,661
|
+23%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$269M
|
+$145M
|
+2,593,090
|
+127%
|
|
|
3
|
|
$96.8M
|
+$29.8K
|
+534
|
+0%
|
|
|
4
|
EP Wealth Advisors
Torrance,
California
|
$73.4M
|
+$46.4M
|
+831,444
|
+191%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$66.9M
|
+$10.1M
|
+180,902
|
+19%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$52.4M
|
+$26.2M
|
+468,618
|
+108%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$51.8M
|
+$5.6M
|
+100,346
|
+13%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$43.3M
|
+$39.1M
|
+701,513
|
+1,525%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$42.2M
|
-$295K
|
-5,283
|
-0.7%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$39.6M
|
-$406K
|
-7,277
|
-1%
|
|
|
11
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$36.3M
|
-$3.72M
|
-66,692
|
-10%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$35.1M
|
+$4.82M
|
+86,364
|
+17%
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$31.2M
|
+$24.2M
|
+434,352
|
+420%
|
|
|
14
|
Manhattan West Asset Management
Los Angeles,
California
|
$25.3M
|
-$26.4K
|
-473
|
-0.1%
|
|
|
15
|
Slow Capital
Greenbrae,
California
|
$24.5M
|
-$1.6M
|
-28,755
|
-6%
|
|
|
16
|
Raub Brock Capital Management
Larkspur,
California
|
$24.3M
|
+$23.4M
|
+418,765
|
New
|
|
|
17
|
First Foundation Advisors
Irvine,
California
|
$24M
|
+$3.48M
|
+62,286
|
+18%
|
|
|
18
|
RWA Wealth Partners
Newton,
Massachusetts
|
$19.3M
|
-$93.6K
|
-1,678
|
-0.5%
|
|
|
19
|
Orin Green Financial
San Diego,
California
|
$19.2M
|
+$772K
|
+13,840
|
+4%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19M
|
+$14.1M
|
+252,547
|
+335%
|
|
|
21
|
Miracle Mile Advisors
Los Angeles,
California
|
$18M
|
-$6.53M
|
-116,992
|
-27%
|
|
|
22
|
|
$17.1M
|
-$32.6K
|
-584
|
-0.2%
|
|
|
23
|
AllianceBernstein
Nashville,
Tennessee
|
$17.1M
|
+$5.8M
|
+103,968
|
+54%
|
|
|
24
|
Opes Wealth Management
Menlo Park,
California
|
$17M
|
+$884K
|
+15,833
|
+6%
|
|
|
25
|
Facet Wealth Inc
Baltimore,
Maryland
|
$16.6M
|
+$1.61M
|
+28,876
|
+11%
|
|
