|
1
|
Charles Schwab
San Francisco,
California
|
$157M
|
-$55.4M
|
-1,229,260
|
-26%
|
|
|
2
|
|
$22.8M
|
+$23.5M
|
+522,366
|
New
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$13.6M
|
+$97.2K
|
+2,158
|
+0.7%
|
|
|
4
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$11.3M
|
-$64.2K
|
-1,425
|
-0.6%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$10.5M
|
+$925K
|
+20,533
|
+9%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$10.4M
|
-$1.82M
|
-40,339
|
-14%
|
|
|
7
|
EP Wealth Advisors
Torrance,
California
|
$10.4M
|
-$387K
|
-8,592
|
-3%
|
|
|
8
|
Insight Wealth Strategies
San Ramon,
California
|
$10.2M
|
+$2.35M
|
+52,231
|
+29%
|
|
|
9
|
|
$9.36M
|
-$1.05M
|
-23,396
|
-10%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$8.88M
|
-$917K
|
-20,358
|
-9%
|
|
|
11
|
|
$7.38M
|
+$625K
|
+13,877
|
+9%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.24M
|
-$193K
|
-4,277
|
-3%
|
|
|
13
|
|
$5.99M
|
-$118K
|
-2,621
|
-2%
|
|
|
14
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$4.38M
|
-$485K
|
-10,764
|
-10%
|
|
|
15
|
Allianz Asset Management
Munich,
Germany
|
$3.48M
|
-$135K
|
-3,000
|
-4%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$2.49M
|
+$512K
|
+11,369
|
+25%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.45M
|
-$48.8K
|
-1,082
|
-2%
|
|
|
18
|
Summit Financial
Parsippany,
New Jersey
|
$2.31M
|
+$53.8K
|
+1,193
|
+2%
|
|
|
19
|
Quotient Wealth Partners
Dallas,
Texas
|
$1.87M
|
+$166K
|
+3,691
|
+9%
|
|
|
20
|
|
$1.79M
|
+$306K
|
+6,787
|
+20%
|
|
|
21
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$1.77M
|
+$85.4K
|
+1,895
|
+5%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$1.57M
|
-$249K
|
-5,520
|
-13%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.3M
|
-$90K
|
-1,998
|
-6%
|
|
|
24
|
Sierra Capital
Miami,
Florida
|
$1.19M
|
–
|
–
|
–
|
|
|
25
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.18M
|
-$59.3K
|
-1,316
|
-5%
|
|
