|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$104M
|
+$2.38M
|
+92,402
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$10.6M
|
+$2.61M
|
+101,529
|
+33%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$6.6M
|
-$1.18M
|
-46,019
|
-15%
|
|
|
4
|
|
$6.02M
|
-$587K
|
-22,817
|
-9%
|
|
|
5
|
|
$3.45M
|
+$216K
|
+8,391
|
+7%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$2.48M
|
-$85.9K
|
-3,336
|
-3%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$1.77M
|
-$18.8K
|
-732
|
-1%
|
|
|
8
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$1.33M
|
-$41.8K
|
-1,625
|
-3%
|
|
|
9
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$888K
|
+$28.3K
|
+1,100
|
+3%
|
|
|
10
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$888K
|
+$28.3K
|
+1,100
|
+3%
|
|
|
11
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$812K
|
-$67.5K
|
-2,622
|
-8%
|
|
|
12
|
Partnervest Advisory Services
Santa Barbara,
California
|
$605K
|
-$49.9K
|
-1,939
|
-8%
|
|
|
13
|
Apriem Advisors
Irvine,
California
|
$587K
|
-$49.7K
|
-1,932
|
-8%
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$505K
|
+$35.8K
|
+1,390
|
+8%
|
|
|
15
|
Epstein & White Financial
San Diego,
California
|
$501K
|
-$141K
|
-5,458
|
-22%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$407K
|
-$275K
|
-10,672
|
-40%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$403K
|
+$1.98K
|
+77
|
+0.5%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$360K
|
-$1.9M
|
-73,887
|
-84%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$317K
|
+$412
|
+16
|
+0.1%
|
|
|
20
|
Advisor Group
Phoenix,
Arizona
|
$291K
|
-$25.5K
|
-989
|
-8%
|
|
|
21
|
DeDora Capital
Napa,
California
|
$284K
|
–
|
–
|
–
|
|
|
22
|
|
$251K
|
-$51.4K
|
-1,995
|
-17%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$221K
|
–
|
–
|
–
|
|
|
24
|
Gradient Capital Advisors
San Diego,
California
|
$217K
|
–
|
–
|
–
|
|
|
25
|
Global Retirement Partners
San Rafael,
California
|
$189K
|
–
|
–
|
–
|
|
