|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$153M
|
-$6.74M
|
-253,177
|
-4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$6.5M
|
+$1.46M
|
+54,779
|
+29%
|
|
|
3
|
|
$6.1M
|
+$1.05M
|
+39,438
|
+21%
|
|
|
4
|
FLC Capital Advisors
Palm Desert,
California
|
$4.96M
|
+$283K
|
+10,611
|
+6%
|
|
|
5
|
|
$3.85M
|
-$221K
|
-8,308
|
-5%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$3.73M
|
-$3.05M
|
-114,324
|
-45%
|
|
|
7
|
Regis Management Company
Menlo Park,
California
|
$3.47M
|
–
|
–
|
–
|
|
|
8
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$2.82M
|
+$2.79M
|
+104,916
|
New
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$2.69M
|
-$507K
|
-19,045
|
-16%
|
|
|
10
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$2.39M
|
-$86.1K
|
-3,233
|
-4%
|
|
|
11
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$2.23M
|
+$197K
|
+7,392
|
+10%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$2.08M
|
+$40.5K
|
+1,521
|
+2%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$1.39M
|
+$783K
|
+29,388
|
+132%
|
|
|
14
|
Cetera Advisor Networks
El Segundo,
California
|
$1.38M
|
+$1.36M
|
+51,241
|
New
|
|
|
15
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$682K
|
-$28.1K
|
-1,055
|
-4%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$682K
|
+$180K
|
+6,765
|
+36%
|
|
|
17
|
KeyBank National Association
Cleveland,
Ohio
|
$626K
|
+$198K
|
+7,445
|
+47%
|
|
|
18
|
Coe Capital Management
Highland Park,
Illinois
|
$618K
|
-$26.6K
|
-1,000
|
-4%
|
|
|
19
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$606K
|
-$109K
|
-4,089
|
-15%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$605K
|
+$142K
|
+5,335
|
+31%
|
|
|
21
|
Partnervest Advisory Services
Santa Barbara,
California
|
$582K
|
+$113K
|
+4,224
|
+24%
|
|
|
22
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$553K
|
+$548K
|
+20,576
|
New
|
|
|
23
|
Advisor Group
Phoenix,
Arizona
|
$511K
|
+$134K
|
+5,029
|
+36%
|
|
|
24
|
Fidelity Investments
Boston,
Massachusetts
|
$483K
|
+$12.5K
|
+469
|
+3%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$472K
|
-$396K
|
-14,865
|
-46%
|
|
