|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$162M
|
+$82.9M
|
+3,265,330
|
+108%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$7.47M
|
-$1.4M
|
-55,118
|
-16%
|
|
|
3
|
|
$4.61M
|
-$7.66M
|
-301,434
|
-63%
|
|
|
4
|
|
$4M
|
+$542K
|
+21,321
|
+16%
|
|
|
5
|
Regis Management Company
Menlo Park,
California
|
$3.33M
|
+$3.28M
|
+129,000
|
New
|
|
|
6
|
FLC Capital Advisors
Palm Desert,
California
|
$3.03M
|
+$2.99M
|
+117,592
|
New
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$2.79M
|
+$258K
|
+10,162
|
+10%
|
|
|
8
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$2.61M
|
+$2.58M
|
+101,406
|
New
|
|
|
9
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$1.89M
|
+$1.86M
|
+73,269
|
New
|
|
|
10
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$1.88M
|
+$568K
|
+22,370
|
+44%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$1.69M
|
-$48.9K
|
-1,926
|
-3%
|
|
|
12
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$1.12M
|
–
|
–
|
–
|
|
|
13
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$1.12M
|
–
|
–
|
–
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$830K
|
+$694K
|
+27,342
|
New
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$817K
|
+$118K
|
+4,628
|
+17%
|
|
|
16
|
Partnervest Advisory Services
Santa Barbara,
California
|
$603K
|
+$17.4K
|
+687
|
+3%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$488K
|
-$4.63M
|
-182,115
|
-91%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$443K
|
+$126K
|
+4,960
|
+41%
|
|
|
19
|
KeyBank National Association
Cleveland,
Ohio
|
$429K
|
+$105K
|
+4,128
|
+33%
|
|
|
20
|
Advisor Group
Phoenix,
Arizona
|
$425K
|
+$112K
|
+4,393
|
+36%
|
|
|
21
|
Apriem Advisors
Irvine,
California
|
$418K
|
-$65.9K
|
-2,596
|
-14%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$414K
|
-$8.08K
|
-318
|
-2%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$357K
|
-$40.6K
|
-1,597
|
-10%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$296K
|
-$216K
|
-8,516
|
-43%
|
|
|
25
|
DeDora Capital
Napa,
California
|
$284K
|
–
|
–
|
–
|
|
