|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$16.9M
|
+$5.9M
|
+247,940
|
+54%
|
|
|
2
|
|
$12.3M
|
-$137K
|
-5,771
|
-1%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.5M
|
+$1.39M
|
+58,243
|
+45%
|
|
|
4
|
Credit Suisse
Zurich,
Switzerland
|
$3.28M
|
-$225K
|
-9,465
|
-6%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$3.13M
|
-$60.1K
|
-2,527
|
-2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$1.82M
|
+$512K
|
+21,506
|
+40%
|
|
|
7
|
Whittier Trust
South Pasadena,
California
|
$1.8M
|
–
|
–
|
–
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$1.2M
|
-$235K
|
-9,898
|
-17%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$431K
|
–
|
–
|
–
|
|
|
10
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$409K
|
-$76.2K
|
-3,203
|
-16%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$383K
|
+$55.8K
|
+2,347
|
+17%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$294K
|
-$14.4K
|
-607
|
-5%
|
|
|
13
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$255K
|
+$253K
|
+10,620
|
New
|
|
|
14
|
North Star Investment Management
Chicago,
Illinois
|
$252K
|
–
|
–
|
–
|
|
|
15
|
|
$219K
|
+$217K
|
+9,133
|
New
|
|
|
16
|
First Allied Advisory Services
San Diego,
California
|
$210K
|
+$207K
|
+8,713
|
New
|
|
|
17
|
Curian Capital
Denver,
Colorado
|
$206K
|
+$204K
|
+8,576
|
New
|
|
|
18
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$147K
|
+$9.94K
|
+418
|
+7%
|
|
|
19
|
Gupta Wealth Management
San Diego,
California
|
$96K
|
–
|
–
|
–
|
|
|
20
|
Efficient Market Advisors
San Diego,
California
|
$72K
|
–
|
–
|
–
|
|
|
21
|
American International Group
New York
|
$65K
|
–
|
–
|
–
|
|
|
22
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$53K
|
-$371K
|
-15,618
|
-88%
|
|
|
23
|
|
$38K
|
-$80.6K
|
-3,387
|
-68%
|
|
|
24
|
|
$22K
|
+$21.4K
|
+900
|
New
|
|
|
25
|
Apriem Advisors
Irvine,
California
|
$6K
|
+$5.95K
|
+250
|
New
|
|
