|
1
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$14.9M
|
+$450K
|
+6,527
|
+3%
|
|
|
2
|
|
$13M
|
+$79.4K
|
+1,152
|
+0.6%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$6.13M
|
+$104K
|
+1,503
|
+2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$5.03M
|
-$261K
|
-3,786
|
-5%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$4.94M
|
-$88.4K
|
-1,283
|
-2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$4.59M
|
+$146K
|
+2,116
|
+3%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.1M
|
+$307K
|
+4,446
|
+8%
|
|
|
8
|
|
$2.37M
|
+$2.05M
|
+29,709
|
+508%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.73M
|
+$259K
|
+3,764
|
+17%
|
|
|
10
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$1.63M
|
-$3.45K
|
-50
|
-0.2%
|
|
|
11
|
One Capital Management
Westlake Village,
California
|
$1.61M
|
-$14.8K
|
-214
|
-0.9%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.54M
|
-$37.7K
|
-547
|
-2%
|
|
|
13
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.49M
|
-$353K
|
-5,127
|
-19%
|
|
|
14
|
Institute for Wealth Management
Denver,
Colorado
|
$1.38M
|
–
|
–
|
–
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.31M
|
-$86.6K
|
-1,256
|
-6%
|
|
|
16
|
Penobscot Investment Management
Boston,
Massachusetts
|
$1.29M
|
+$31K
|
+450
|
+2%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$1.26M
|
+$1.3M
|
+18,878
|
New
|
|
|
18
|
Massachusetts Wealth Management
North Andover,
Massachusetts
|
$1.23M
|
+$15.9K
|
+230
|
+1%
|
|
|
19
|
US Bancorp
Minneapolis,
Minnesota
|
$1.1M
|
–
|
–
|
–
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.07M
|
-$85.4K
|
-1,239
|
-7%
|
|
|
21
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$1.04M
|
–
|
–
|
–
|
|
|
22
|
Abbot Financial Management
Andover,
Massachusetts
|
$888K
|
–
|
–
|
–
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$772K
|
-$100K
|
-1,457
|
-11%
|
|
|
24
|
IHT Wealth Management
Chicago,
Illinois
|
$745K
|
-$63.7K
|
-924
|
-8%
|
|
|
25
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$723K
|
-$37.9K
|
-550
|
-5%
|
|
