|
1
|
|
$10.7M
|
-$340K
|
-5,905
|
-3%
|
|
|
2
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$9.23M
|
+$8.95M
|
+155,322
|
+3,417%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$5.25M
|
+$3.69M
|
+64,015
|
+238%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$4.58M
|
-$291K
|
-5,045
|
-6%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.96M
|
-$297K
|
-5,150
|
-7%
|
|
|
6
|
Artemis Wealth Advisors
New York
|
$3.86M
|
–
|
–
|
–
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$2.75M
|
+$257K
|
+4,469
|
+10%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.69M
|
-$198K
|
-3,435
|
-11%
|
|
|
9
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$1.31M
|
-$33.9K
|
-589
|
-3%
|
|
|
10
|
Institute for Wealth Management
Denver,
Colorado
|
$1.24M
|
–
|
–
|
–
|
|
|
11
|
Cetera Advisor Networks
El Segundo,
California
|
$1.18M
|
-$358K
|
-6,209
|
-23%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$1.17M
|
+$11.7K
|
+203
|
+1%
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$980K
|
–
|
–
|
–
|
|
|
14
|
Abbot Financial Management
Andover,
Massachusetts
|
$970K
|
-$28.8K
|
-500
|
-3%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$884K
|
+$15.2K
|
+264
|
+2%
|
|
|
16
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$762K
|
–
|
–
|
–
|
|
|
17
|
Loveless Wealth Management
Billings,
Montana
|
$720K
|
-$14.4K
|
-250
|
-2%
|
|
|
18
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$716K
|
–
|
–
|
–
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$626K
|
+$378K
|
+6,564
|
+153%
|
|
|
20
|
Rockefeller Capital Management
New York
|
$577K
|
–
|
–
|
–
|
|
|
21
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$560K
|
-$50.4K
|
-875
|
-8%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$557K
|
-$9.96K
|
-173
|
-2%
|
|
|
23
|
Hills Bank & Trust
North Liberty,
Iowa
|
$513K
|
-$24.9K
|
-433
|
-5%
|
|
|
24
|
Pacific Sun Financial
Los Angeles,
California
|
$503K
|
-$8.64K
|
-150
|
-2%
|
|
|
25
|
Kestra Advisory Services
Austin,
Texas
|
$399K
|
+$86.3K
|
+1,498
|
+28%
|
|
