|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$41.4M
|
+$41.7M
|
+1,556,581
|
New
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$30.7M
|
+$237K
|
+8,845
|
+0.8%
|
|
|
3
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.88M
|
+$1.12M
|
+41,870
|
+23%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$5.37M
|
+$1.24M
|
+46,487
|
+30%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$5.21M
|
+$1.24M
|
+46,182
|
+31%
|
|
|
6
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$2.45M
|
+$2.47M
|
+92,225
|
New
|
|
|
7
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$2.45M
|
+$2.47M
|
+92,225
|
New
|
|
|
8
|
|
$2.32M
|
-$1.06M
|
-39,672
|
-31%
|
|
|
9
|
Virtu KCG Holdings
New York
|
$1.62M
|
+$1.64M
|
+61,075
|
New
|
|
|
10
|
LPL Financial
San Diego,
California
|
$1.42M
|
-$15.7K
|
-586
|
-1%
|
|
|
11
|
Partnervest Advisory Services
Santa Barbara,
California
|
$1.14M
|
+$317K
|
+11,831
|
+38%
|
|
|
12
|
|
$979K
|
+$17.8K
|
+664
|
+2%
|
|
|
13
|
Apriem Advisors
Irvine,
California
|
$640K
|
+$212K
|
+7,928
|
+49%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$501K
|
+$204K
|
+7,610
|
+68%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$481K
|
+$485K
|
+18,101
|
New
|
|
|
16
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$480K
|
+$93.7K
|
+3,500
|
+24%
|
|
|
17
|
|
$375K
|
-$716K
|
-26,755
|
-66%
|
|
|
18
|
Advisor Group
Phoenix,
Arizona
|
$272K
|
+$59.9K
|
+2,239
|
+28%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$225K
|
+$21.8K
|
+816
|
+11%
|
|
|
20
|
Coe Capital Management
Highland Park,
Illinois
|
$207K
|
–
|
–
|
–
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$206K
|
+$207K
|
+7,745
|
New
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$53K
|
–
|
–
|
–
|
|
|
23
|
IFP Advisors
Tampa,
Florida
|
$46K
|
-$5.36K
|
-200
|
-10%
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$27K
|
–
|
–
|
–
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
–
|
-$242K
|
-8,958
|
Closed
|
|
