|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$145M
|
-$5.18M
|
-189,654
|
-3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$8.45M
|
+$771K
|
+28,211
|
+10%
|
|
|
3
|
|
$7.63M
|
+$1.04M
|
+37,919
|
+16%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$4.07M
|
+$132K
|
+4,831
|
+3%
|
|
|
5
|
Regis Management Company
Menlo Park,
California
|
$3.53M
|
–
|
–
|
–
|
|
|
6
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$3.19M
|
+$113K
|
+4,154
|
+4%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$3.06M
|
+$104K
|
+3,791
|
+4%
|
|
|
8
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$2.56M
|
-$27.8K
|
-1,017
|
-1%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$2.17M
|
+$235K
|
+8,594
|
+12%
|
|
|
10
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$2.16M
|
-$132K
|
-4,820
|
-6%
|
|
|
11
|
SteelPeak Wealth
Woodland Hills,
California
|
$1.78M
|
+$1.78M
|
+65,007
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.76M
|
+$182K
|
+6,657
|
+12%
|
|
|
13
|
FLC Capital Advisors
Palm Desert,
California
|
$1.47M
|
–
|
–
|
–
|
|
|
14
|
Cetera Advisor Networks
El Segundo,
California
|
$1.4M
|
–
|
–
|
–
|
|
|
15
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.15M
|
–
|
–
|
–
|
|
|
16
|
McNaughton Wealth Management
San Diego,
California
|
$1.1M
|
+$1.1M
|
+40,370
|
New
|
|
|
17
|
|
$899K
|
+$354K
|
+12,966
|
+65%
|
|
|
18
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$891K
|
+$5.66K
|
+207
|
+0.6%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$876K
|
-$58K
|
-2,122
|
-6%
|
|
|
20
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$854K
|
+$324K
|
+11,878
|
+61%
|
|
|
21
|
KeyBank National Association
Cleveland,
Ohio
|
$837K
|
+$55K
|
+2,015
|
+7%
|
|
|
22
|
Dimension Capital Management
Coral Gables,
Florida
|
$717K
|
–
|
–
|
–
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$651K
|
+$20.8K
|
+760
|
+3%
|
|
|
24
|
Coe Capital Management
Highland Park,
Illinois
|
$629K
|
–
|
–
|
–
|
|
|
25
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$611K
|
+$55.3K
|
+2,025
|
+10%
|
|
