|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$101M
|
+$20.5M
|
+780,972
|
+26%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$10.6M
|
+$235K
|
+8,961
|
+2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$9.56M
|
+$2.39M
|
+91,425
|
+34%
|
|
|
4
|
|
$2.92M
|
+$229K
|
+8,759
|
+9%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$2.78M
|
-$286K
|
-10,938
|
-9%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$2.01M
|
+$276K
|
+10,523
|
+16%
|
|
|
7
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$1.71M
|
-$8.77K
|
-335
|
-0.5%
|
|
|
8
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.66M
|
-$190K
|
-7,268
|
-10%
|
|
|
9
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$877K
|
-$1.73M
|
-66,100
|
-67%
|
|
|
10
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$877K
|
-$1.73M
|
-66,100
|
-67%
|
|
|
11
|
Epstein & White Financial
San Diego,
California
|
$783K
|
+$782K
|
+29,858
|
New
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$764K
|
-$19.7K
|
-754
|
-3%
|
|
|
13
|
|
$710K
|
+$705K
|
+26,930
|
New
|
|
|
14
|
Dimension Capital Management
Coral Gables,
Florida
|
$692K
|
–
|
–
|
–
|
|
|
15
|
Partnervest Advisory Services
Santa Barbara,
California
|
$667K
|
-$61.8K
|
-2,360
|
-9%
|
|
|
16
|
Apriem Advisors
Irvine,
California
|
$636K
|
+$50.2K
|
+1,918
|
+9%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$602K
|
+$11.4K
|
+435
|
+2%
|
|
|
18
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$576K
|
+$296K
|
+11,310
|
+108%
|
|
|
19
|
|
$497K
|
-$1.33M
|
-50,921
|
-73%
|
|
|
20
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$478K
|
+$72.4K
|
+2,766
|
+18%
|
|
|
21
|
|
$367K
|
-$99.1K
|
-3,785
|
-21%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$321K
|
+$7.8K
|
+298
|
+3%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$235K
|
-$6.29K
|
-240
|
-3%
|
|
|
24
|
Gradient Capital Advisors
San Diego,
California
|
$221K
|
+$220K
|
+8,384
|
New
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$220K
|
-$491K
|
-18,735
|
-69%
|
|
