|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$151M
|
-$4.94M
|
-180,997
|
-3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$7.68M
|
+$1.06M
|
+38,981
|
+16%
|
|
|
3
|
|
$6.6M
|
+$387K
|
+14,177
|
+6%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$3.94M
|
+$144K
|
+5,271
|
+4%
|
|
|
5
|
Regis Management Company
Menlo Park,
California
|
$3.53M
|
–
|
–
|
–
|
|
|
6
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$3.08M
|
+$208K
|
+7,608
|
+7%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$2.96M
|
+$220K
|
+8,075
|
+8%
|
|
|
8
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$2.59M
|
+$318K
|
+11,640
|
+14%
|
|
|
9
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$2.29M
|
-$140K
|
-5,146
|
-6%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$1.94M
|
-$179K
|
-6,557
|
-8%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.58M
|
+$167K
|
+6,138
|
+12%
|
|
|
12
|
FLC Capital Advisors
Palm Desert,
California
|
$1.47M
|
-$3.55M
|
-130,247
|
-71%
|
|
|
13
|
Cetera Advisor Networks
El Segundo,
California
|
$1.4M
|
–
|
–
|
–
|
|
|
14
|
WealthSource Partners
San Luis Obispo,
California
|
$1.24M
|
+$1.23M
|
+45,153
|
New
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$1.16M
|
+$460K
|
+16,849
|
+66%
|
|
|
16
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.15M
|
+$1.15M
|
+42,132
|
New
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$935K
|
+$318K
|
+11,656
|
+52%
|
|
|
18
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$885K
|
+$191K
|
+7,003
|
+28%
|
|
|
19
|
KeyBank National Association
Cleveland,
Ohio
|
$783K
|
+$145K
|
+5,332
|
+23%
|
|
|
20
|
Dimension Capital Management
Coral Gables,
Florida
|
$717K
|
+$716K
|
+26,232
|
New
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
$631K
|
+$139K
|
+5,088
|
+28%
|
|
|
22
|
Coe Capital Management
Highland Park,
Illinois
|
$629K
|
–
|
–
|
–
|
|
|
23
|
Apriem Advisors
Irvine,
California
|
$629K
|
+$627K
|
+22,984
|
New
|
|
|
24
|
Partnervest Advisory Services
Santa Barbara,
California
|
$603K
|
+$10.5K
|
+386
|
+2%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$599K
|
+$119K
|
+4,359
|
+25%
|
|
