|
1
|
Charles Schwab
San Francisco,
California
|
$770M
|
+$210M
|
+3,640,060
|
+38%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$343M
|
+$15.1M
|
+261,806
|
+5%
|
|
|
3
|
|
$104M
|
+$258K
|
+4,477
|
+0.2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$78.9M
|
+$18.1M
|
+313,934
|
+30%
|
|
|
5
|
EP Wealth Advisors
Torrance,
California
|
$76.1M
|
+$2.04M
|
+35,505
|
+3%
|
|
|
6
|
Facet Wealth Inc
Baltimore,
Maryland
|
$56.6M
|
+$23.5M
|
+408,037
|
+70%
|
|
|
7
|
Bailard
Foster City,
California
|
$49.4M
|
+$7.91M
|
+137,348
|
+19%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$48.8M
|
+$1.6M
|
+27,734
|
+3%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$46.4M
|
-$1.53M
|
-26,592
|
-3%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$43M
|
+$2.9M
|
+50,396
|
+7%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$39M
|
+$4.62M
|
+80,271
|
+14%
|
|
|
12
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$37.4M
|
-$266K
|
-4,624
|
-0.7%
|
|
|
13
|
First Foundation Advisors
Irvine,
California
|
$31.7M
|
-$962K
|
-16,711
|
-3%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.5M
|
+$1.04M
|
+18,142
|
+4%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.8M
|
+$4.3M
|
+74,590
|
+21%
|
|
|
16
|
a16z Perennial Management
Menlo Park,
California
|
$24.4M
|
+$13M
|
+226,366
|
New
|
|
|
17
|
|
$23.9M
|
+$3.09M
|
+53,700
|
+15%
|
|
|
18
|
Brio Consultants
San Francisco,
California
|
$23.7M
|
+$3.88M
|
+67,323
|
+20%
|
|
|
19
|
Raub Brock Capital Management
Larkspur,
California
|
$23.7M
|
-$52.4K
|
-910
|
-0.2%
|
|
|
20
|
Orin Green Financial
San Diego,
California
|
$21M
|
+$987K
|
+17,139
|
+5%
|
|
|
21
|
RWA Wealth Partners
Newton,
Massachusetts
|
$21M
|
+$1.68M
|
+29,151
|
+9%
|
|
|
22
|
Opes Wealth Management
Menlo Park,
California
|
$18.9M
|
-$263K
|
-4,563
|
-1%
|
|
|
23
|
Manhattan West Asset Management
Los Angeles,
California
|
$18.5M
|
+$187K
|
+3,254
|
+1%
|
|
|
24
|
Slow Capital
Greenbrae,
California
|
$18.4M
|
+$1.2M
|
+20,787
|
+7%
|
|
|
25
|
AllianceBernstein
Nashville,
Tennessee
|
$16.8M
|
+$1.74M
|
+30,179
|
+12%
|
|
