|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$32.8M
|
+$5.89M
|
+235,762
|
+22%
|
|
|
2
|
|
$16.9M
|
+$1.23M
|
+49,154
|
+8%
|
|
|
3
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$3.82M
|
+$191K
|
+7,668
|
+5%
|
|
|
4
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$3.82M
|
+$191K
|
+7,668
|
+5%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.59M
|
+$688K
|
+27,543
|
+24%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$3.37M
|
-$263K
|
-10,523
|
-7%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$2.81M
|
+$50.7K
|
+2,030
|
+2%
|
|
|
8
|
Whittier Trust
South Pasadena,
California
|
$1.88M
|
-$15K
|
-602
|
-0.8%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$922K
|
+$907K
|
+36,327
|
New
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$840K
|
-$12.5K
|
-501
|
-1%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$660K
|
+$112K
|
+4,500
|
+21%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$569K
|
-$357K
|
-14,301
|
-39%
|
|
|
13
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$431K
|
-$12.6K
|
-506
|
-3%
|
|
|
14
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$324K
|
+$3.5K
|
+140
|
+1%
|
|
|
15
|
First Allied Advisory Services
San Diego,
California
|
$282K
|
-$71.9K
|
-2,879
|
-21%
|
|
|
16
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$275K
|
+$4.99K
|
+200
|
+2%
|
|
|
17
|
North Star Investment Management
Chicago,
Illinois
|
$266K
|
–
|
–
|
–
|
|
|
18
|
Partnervest Advisory Services
Santa Barbara,
California
|
$237K
|
+$233K
|
+9,336
|
New
|
|
|
19
|
|
$235K
|
-$1.46M
|
-58,476
|
-86%
|
|
|
20
|
|
$188K
|
+$157K
|
+6,300
|
+573%
|
|
|
21
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$136K
|
-$24K
|
-960
|
-15%
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$109K
|
+$107K
|
+4,289
|
New
|
|
|
23
|
Advisor Group
Phoenix,
Arizona
|
$91K
|
+$89.9K
|
+3,600
|
New
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$84K
|
+$82.6K
|
+3,308
|
New
|
|
|
25
|
MSI Financial Services
Springfield,
Massachusetts
|
$61K
|
-$54.6K
|
-2,188
|
-48%
|
|