|
1
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$16.3M
|
+$633K
|
+10,213
|
+4%
|
|
|
2
|
|
$12.3M
|
-$104K
|
-1,680
|
-0.9%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$4.93M
|
-$364K
|
-5,869
|
-7%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$4.87M
|
+$171K
|
+2,753
|
+4%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.61M
|
-$218K
|
-3,525
|
-5%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$4.6M
|
-$54.6K
|
-882
|
-1%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$3.75M
|
-$464K
|
-7,486
|
-11%
|
|
|
8
|
|
$2.77M
|
+$343K
|
+5,531
|
+15%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.75M
|
-$304K
|
-4,914
|
-15%
|
|
|
10
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$1.55M
|
-$15.5K
|
-250
|
-1%
|
|
|
11
|
Institute for Wealth Management
Denver,
Colorado
|
$1.33M
|
–
|
–
|
–
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.31M
|
-$44.6K
|
-720
|
-3%
|
|
|
13
|
Penobscot Investment Management
Boston,
Massachusetts
|
$1.25M
|
–
|
–
|
–
|
|
|
14
|
Massachusetts Wealth Management
North Andover,
Massachusetts
|
$1.18M
|
+$11.8K
|
+190
|
+1%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.17M
|
-$7.5K
|
-121
|
-0.7%
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$1.06M
|
–
|
–
|
–
|
|
|
17
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$1.02M
|
–
|
–
|
–
|
|
|
18
|
IHT Wealth Management
Chicago,
Illinois
|
$983K
|
-$13.2K
|
-213
|
-1%
|
|
|
19
|
CreativeOne Wealth
Overland Park,
Kansas
|
$983K
|
-$159K
|
-2,566
|
-14%
|
|
|
20
|
One Capital Management
Westlake Village,
California
|
$822K
|
-$683K
|
-11,033
|
-46%
|
|
|
21
|
Abbot Financial Management
Andover,
Massachusetts
|
$816K
|
-$29.4K
|
-475
|
-4%
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$783K
|
+$757K
|
+12,219
|
New
|
|
|
23
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$671K
|
-$24.8K
|
-400
|
-4%
|
|
|
24
|
Rockefeller Capital Management
New York
|
$641K
|
–
|
–
|
–
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$605K
|
+$52.8K
|
+852
|
+10%
|
|
