|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$55.4M
|
+$18.9M
|
+733,209
|
+52%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$10.3M
|
+$506K
|
+19,625
|
+5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$7.05M
|
+$368K
|
+14,273
|
+6%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$3.19M
|
-$98.1K
|
-3,805
|
-3%
|
|
|
5
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$2.68M
|
–
|
–
|
–
|
|
|
6
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$2.68M
|
–
|
–
|
–
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$2.08M
|
+$80.4K
|
+3,119
|
+4%
|
|
|
8
|
|
$1.74M
|
+$107K
|
+4,148
|
+7%
|
|
|
9
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$1.6M
|
+$28.4K
|
+1,100
|
+2%
|
|
|
10
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.16M
|
+$235K
|
+9,132
|
+26%
|
|
|
11
|
Partnervest Advisory Services
Santa Barbara,
California
|
$980K
|
-$183K
|
-7,083
|
-16%
|
|
|
12
|
|
$883K
|
-$58.7K
|
-2,276
|
-6%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$820K
|
-$266K
|
-10,319
|
-25%
|
|
|
14
|
Dimension Capital Management
Coral Gables,
Florida
|
$681K
|
+$676K
|
+26,232
|
New
|
|
|
15
|
|
$524K
|
-$2.9M
|
-112,401
|
-85%
|
|
|
16
|
Apriem Advisors
Irvine,
California
|
$515K
|
+$70.3K
|
+2,726
|
+16%
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$421K
|
+$116K
|
+4,518
|
+39%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$309K
|
+$19.3K
|
+750
|
+7%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$242K
|
-$3.47M
|
-134,487
|
-94%
|
|
|
20
|
Advisor Group
Phoenix,
Arizona
|
$241K
|
-$24.7K
|
-959
|
-9%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$209K
|
+$207K
|
+8,034
|
New
|
|
|
22
|
Coe Capital Management
Highland Park,
Illinois
|
$203K
|
+$201K
|
+7,800
|
New
|
|
|
23
|
Global Retirement Partners
San Rafael,
California
|
$197K
|
–
|
–
|
–
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$187K
|
-$4.98M
|
-193,077
|
-96%
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$68K
|
–
|
–
|
–
|
|
