|
1
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$19.8M
|
+$1.44M
|
+24,844
|
+9%
|
|
|
2
|
|
$13M
|
-$545K
|
-9,376
|
-5%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$6.45M
|
+$1.17M
|
+20,160
|
+26%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.16M
|
+$2.05M
|
+35,343
|
+61%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$5.47M
|
+$1.92M
|
+32,972
|
+66%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$5.07M
|
-$1.01M
|
-17,293
|
-18%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$4.68M
|
+$274K
|
+4,720
|
+7%
|
|
|
8
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.83M
|
+$134K
|
+2,306
|
+9%
|
|
|
9
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$1.5M
|
+$11.6K
|
+200
|
+0.9%
|
|
|
10
|
Institute for Wealth Management
Denver,
Colorado
|
$1.37M
|
–
|
–
|
–
|
|
|
11
|
One Capital Management
Westlake Village,
California
|
$1.3M
|
+$1.15M
|
+19,799
|
New
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.15M
|
+$123K
|
+2,124
|
+14%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.11M
|
-$23.1K
|
-398
|
-2%
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$1.09M
|
–
|
–
|
–
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.02M
|
-$363K
|
-6,237
|
-29%
|
|
|
16
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$992K
|
+$876K
|
+15,064
|
New
|
|
|
17
|
Abbot Financial Management
Andover,
Massachusetts
|
$988K
|
-$17.4K
|
-300
|
-2%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$908K
|
-$120K
|
-2,059
|
-13%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$896K
|
+$82.4K
|
+1,418
|
+12%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$872K
|
+$423K
|
+7,268
|
+122%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$860K
|
+$79.7K
|
+1,370
|
+12%
|
|
|
22
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$835K
|
+$87.2K
|
+1,500
|
+13%
|
|
|
23
|
Massachusetts Wealth Management
North Andover,
Massachusetts
|
$803K
|
+$186K
|
+3,200
|
+36%
|
|
|
24
|
Penobscot Investment Management
Boston,
Massachusetts
|
$734K
|
+$75.6K
|
+1,300
|
+13%
|
|
|
25
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$689K
|
-$105K
|
-1,810
|
-15%
|
|
