|
1
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$15.5M
|
+$1.37M
|
+20,391
|
+9%
|
|
|
2
|
|
$12.2M
|
-$214K
|
-3,187
|
-2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$5.25M
|
-$629K
|
-9,341
|
-10%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.78M
|
+$926K
|
+13,767
|
+22%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$4.65M
|
-$165K
|
-2,446
|
-3%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$4.61M
|
-$114K
|
-1,693
|
-2%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$4.18M
|
-$203K
|
-3,022
|
-4%
|
|
|
8
|
|
$2.39M
|
+$142K
|
+2,103
|
+6%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.04M
|
+$420K
|
+6,239
|
+24%
|
|
|
10
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$1.55M
|
–
|
–
|
–
|
|
|
11
|
One Capital Management
Westlake Village,
California
|
$1.51M
|
-$18.6K
|
-276
|
-1%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.34M
|
-$134K
|
-1,992
|
-9%
|
|
|
13
|
Institute for Wealth Management
Denver,
Colorado
|
$1.32M
|
–
|
–
|
–
|
|
|
14
|
Penobscot Investment Management
Boston,
Massachusetts
|
$1.23M
|
–
|
–
|
–
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.17M
|
-$84.6K
|
-1,258
|
-6%
|
|
|
16
|
Massachusetts Wealth Management
North Andover,
Massachusetts
|
$1.15M
|
-$14.1K
|
-210
|
-1%
|
|
|
17
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.14M
|
-$300K
|
-4,466
|
-20%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$1.1M
|
+$1.17M
|
+17,398
|
New
|
|
|
19
|
US Bancorp
Minneapolis,
Minnesota
|
$1.05M
|
–
|
–
|
–
|
|
|
20
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$996K
|
–
|
–
|
–
|
|
|
21
|
IHT Wealth Management
Chicago,
Illinois
|
$987K
|
+$293K
|
+4,352
|
+39%
|
|
|
22
|
Abbot Financial Management
Andover,
Massachusetts
|
$837K
|
-$10.1K
|
-150
|
-1%
|
|
|
23
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$690K
|
–
|
–
|
–
|
|
|
24
|
Rockefeller Capital Management
New York
|
$634K
|
-$1.28K
|
-19
|
-0.2%
|
|
|
25
|
Raymond James Financial
St Petersburg,
Florida
|
$577K
|
-$658K
|
-9,782
|
-52%
|
|
