|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$217M
|
+$75.3M
|
+2,742,638
|
+52%
|
|
|
2
|
|
$41.7M
|
+$41.5M
|
+1,513,998
|
+4,604%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$8.94M
|
+$608K
|
+22,144
|
+7%
|
|
|
4
|
|
$7.82M
|
+$297K
|
+10,807
|
+4%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$3.84M
|
-$174K
|
-6,346
|
-4%
|
|
|
6
|
Regis Management Company
Menlo Park,
California
|
$3.48M
|
–
|
–
|
–
|
|
|
7
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$3.15M
|
+$113K
|
+4,116
|
+4%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$3.06M
|
+$43.4K
|
+1,580
|
+1%
|
|
|
9
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$2.64M
|
+$117K
|
+4,250
|
+5%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$2.11M
|
+$2.15M
|
+78,254
|
New
|
|
|
11
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$2.01M
|
-$129K
|
-4,689
|
-6%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.92M
|
+$185K
|
+6,750
|
+10%
|
|
|
13
|
Fidelity Investments
Boston,
Massachusetts
|
$1.91M
|
+$1.29M
|
+46,981
|
+197%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$1.91M
|
-$237K
|
-8,634
|
-11%
|
|
|
15
|
SteelPeak Wealth
Woodland Hills,
California
|
$1.83M
|
+$80.6K
|
+2,938
|
+5%
|
|
|
16
|
Cetera Advisor Networks
El Segundo,
California
|
$1.42M
|
+$42.5K
|
+1,547
|
+3%
|
|
|
17
|
FLC Capital Advisors
Palm Desert,
California
|
$1.37M
|
–
|
–
|
–
|
|
|
18
|
McNaughton Wealth Management
San Diego,
California
|
$1.1M
|
+$12.8K
|
+468
|
+1%
|
|
|
19
|
KeyBank National Association
Cleveland,
Ohio
|
$894K
|
+$68.6K
|
+2,500
|
+8%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$847K
|
-$17.8K
|
-648
|
-2%
|
|
|
21
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$845K
|
+$1.92K
|
+70
|
+0.2%
|
|
|
22
|
Dimension Capital Management
Coral Gables,
Florida
|
$708K
|
–
|
–
|
–
|
|
|
23
|
Coe Capital Management
Highland Park,
Illinois
|
$621K
|
–
|
–
|
–
|
|
|
24
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$613K
|
+$10.2K
|
+371
|
+2%
|
|
|
25
|
Partnervest Advisory Services
Santa Barbara,
California
|
$610K
|
+$9.93K
|
+362
|
+2%
|
|
