|
1
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$15.2M
|
-$6.65M
|
-96,031
|
-31%
|
|
|
2
|
|
$13.6M
|
-$2.07M
|
-29,831
|
-13%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$6.33M
|
-$703K
|
-10,157
|
-10%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$5.55M
|
+$244K
|
+3,518
|
+5%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$5.28M
|
+$130K
|
+1,884
|
+3%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$4.67M
|
-$460K
|
-6,639
|
-9%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.99M
|
-$132K
|
-1,903
|
-3%
|
|
|
8
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.92M
|
-$510K
|
-7,360
|
-21%
|
|
|
9
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$1.71M
|
-$3.46K
|
-50
|
-0.2%
|
|
|
10
|
One Capital Management
Westlake Village,
California
|
$1.7M
|
-$72.6K
|
-1,049
|
-4%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.65M
|
-$293K
|
-4,236
|
-15%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.55M
|
+$584K
|
+8,433
|
+61%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.46M
|
-$242K
|
-3,497
|
-14%
|
|
|
14
|
Institute for Wealth Management
Denver,
Colorado
|
$1.45M
|
-$1.11K
|
-16
|
-0.1%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.41M
|
+$23.8K
|
+344
|
+2%
|
|
|
16
|
Penobscot Investment Management
Boston,
Massachusetts
|
$1.39M
|
-$62.3K
|
-900
|
-5%
|
|
|
17
|
Massachusetts Wealth Management
North Andover,
Massachusetts
|
$1.27M
|
+$85.8K
|
+1,240
|
+7%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.21M
|
+$1.2M
|
+17,378
|
New
|
|
|
19
|
US Bancorp
Minneapolis,
Minnesota
|
$1.15M
|
-$20.8K
|
-300
|
-2%
|
|
|
20
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$1.1M
|
–
|
–
|
–
|
|
|
21
|
Abbot Financial Management
Andover,
Massachusetts
|
$932K
|
-$79.6K
|
-1,150
|
-8%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$912K
|
-$15.5K
|
-224
|
-2%
|
|
|
23
|
GeoWealth Management
Chicago,
Illinois
|
$877K
|
+$462K
|
+6,671
|
+113%
|
|
|
24
|
IHT Wealth Management
Chicago,
Illinois
|
$847K
|
+$107K
|
+1,550
|
+15%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$844K
|
+$10.2K
|
+147
|
+1%
|
|
