|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$156M
|
-$8.68M
|
-335,555
|
-5%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$6.66M
|
+$5.84M
|
+225,721
|
+826%
|
|
|
3
|
|
$4.94M
|
+$840K
|
+32,475
|
+21%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$4.93M
|
-$2.65M
|
-102,468
|
-35%
|
|
|
5
|
FLC Capital Advisors
Palm Desert,
California
|
$4.57M
|
+$1.44M
|
+55,814
|
+47%
|
|
|
6
|
|
$3.99M
|
-$695K
|
-26,867
|
-15%
|
|
|
7
|
Regis Management Company
Menlo Park,
California
|
$3.4M
|
–
|
–
|
–
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$3.13M
|
+$285K
|
+11,035
|
+10%
|
|
|
9
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$2.43M
|
+$2.39M
|
+92,281
|
New
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$2M
|
+$266K
|
+10,281
|
+16%
|
|
|
11
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$1.99M
|
+$75K
|
+2,900
|
+4%
|
|
|
12
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$1.15M
|
–
|
–
|
–
|
|
|
13
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$1.15M
|
–
|
–
|
–
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$853K
|
+$839K
|
+32,415
|
New
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$701K
|
-$130K
|
-5,021
|
-16%
|
|
|
16
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$696K
|
-$1.21M
|
-46,842
|
-64%
|
|
|
17
|
Coe Capital Management
Highland Park,
Illinois
|
$632K
|
+$419K
|
+16,210
|
+208%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$585K
|
+$85.3K
|
+3,296
|
+17%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$491K
|
+$67.7K
|
+2,617
|
+16%
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
$462K
|
+$453K
|
+17,509
|
+1,750,900%
|
|
|
21
|
Partnervest Advisory Services
Santa Barbara,
California
|
$459K
|
-$154K
|
-5,946
|
-25%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$453K
|
+$414
|
+16
|
+0.1%
|
|
|
23
|
KeyBank National Association
Cleveland,
Ohio
|
$417K
|
-$20.6K
|
-797
|
-5%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$380K
|
+$15.5K
|
+600
|
+4%
|
|
|
25
|
Advisor Group
Phoenix,
Arizona
|
$368K
|
-$63.7K
|
-2,463
|
-15%
|
|
