|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$26M
|
+$3.28M
|
+133,781
|
+15%
|
|
|
2
|
|
$15.2M
|
+$2.3M
|
+93,581
|
+18%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$3.54M
|
+$287K
|
+11,679
|
+9%
|
|
|
4
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$3.52M
|
+$2.23M
|
+90,925
|
+175%
|
|
|
5
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$3.52M
|
+$2.23M
|
+90,925
|
+175%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.81M
|
-$1.77M
|
-71,882
|
-39%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$2.68M
|
+$235K
|
+9,564
|
+10%
|
|
|
8
|
Whittier Trust
South Pasadena,
California
|
$1.84M
|
–
|
–
|
–
|
|
|
9
|
|
$1.67M
|
+$167K
|
+6,782
|
+11%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$906K
|
+$251K
|
+10,214
|
+39%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$828K
|
+$274K
|
+11,140
|
+50%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$530K
|
+$29.5K
|
+1,200
|
+6%
|
|
|
13
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$528K
|
-$217K
|
-8,820
|
-29%
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$431K
|
-$2.16K
|
-88
|
-0.5%
|
|
|
15
|
First Allied Advisory Services
San Diego,
California
|
$344K
|
+$102K
|
+4,145
|
+42%
|
|
|
16
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$311K
|
-$6.75K
|
-275
|
-2%
|
|
|
17
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$262K
|
+$17.2K
|
+700
|
+7%
|
|
|
18
|
North Star Investment Management
Chicago,
Illinois
|
$259K
|
–
|
–
|
–
|
|
|
19
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$155K
|
–
|
–
|
–
|
|
|
20
|
MSI Financial Services
Springfield,
Massachusetts
|
$113K
|
+$113K
|
+4,602
|
New
|
|
|
21
|
Gupta Wealth Management
San Diego,
California
|
$99K
|
–
|
–
|
–
|
|
|
22
|
American International Group
New York
|
$89K
|
–
|
–
|
–
|
|
|
23
|
|
$27K
|
–
|
–
|
–
|
|
|
24
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$20K
|
–
|
–
|
–
|
|
|
25
|
Apriem Advisors
Irvine,
California
|
$6K
|
–
|
–
|
–
|
|
