|
1
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$20.3M
|
+$16.4M
|
+258,976
|
+479%
|
|
|
2
|
|
$14.6M
|
+$654K
|
+10,324
|
+5%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$6.53M
|
+$234K
|
+3,693
|
+4%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$4.92M
|
-$704K
|
-11,117
|
-13%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$4.78M
|
-$44.5K
|
-702
|
-0.9%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$4.76M
|
-$415K
|
-6,556
|
-8%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.83M
|
+$109K
|
+1,718
|
+3%
|
|
|
8
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.26M
|
-$348K
|
-5,499
|
-14%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.81M
|
+$35.5K
|
+561
|
+2%
|
|
|
10
|
One Capital Management
Westlake Village,
California
|
$1.65M
|
+$389K
|
+6,137
|
+32%
|
|
|
11
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$1.59M
|
–
|
–
|
–
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.58M
|
+$57.6K
|
+909
|
+4%
|
|
|
13
|
Institute for Wealth Management
Denver,
Colorado
|
$1.35M
|
-$9.94K
|
-157
|
-0.7%
|
|
|
14
|
Penobscot Investment Management
Boston,
Massachusetts
|
$1.29M
|
+$507K
|
+8,000
|
+67%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.28M
|
+$53.5K
|
+845
|
+4%
|
|
|
16
|
Massachusetts Wealth Management
North Andover,
Massachusetts
|
$1.1M
|
+$142K
|
+2,245
|
+15%
|
|
|
17
|
US Bancorp
Minneapolis,
Minnesota
|
$1.09M
|
–
|
–
|
–
|
|
|
18
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$1.02M
|
–
|
–
|
–
|
|
|
19
|
Abbot Financial Management
Andover,
Massachusetts
|
$940K
|
–
|
–
|
–
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$895K
|
-$3.61K
|
-57
|
-0.4%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$861K
|
-$32.2K
|
-508
|
-4%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$773K
|
-$240K
|
-3,788
|
-24%
|
|
|
23
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$708K
|
-$22.8K
|
-360
|
-3%
|
|
|
24
|
IHT Wealth Management
Chicago,
Illinois
|
$685K
|
+$356K
|
+5,614
|
+113%
|
|
|
25
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$679K
|
–
|
–
|
–
|
|
