|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$155M
|
-$64.3M
|
-2,393,298
|
-30%
|
|
|
2
|
|
$14.1M
|
-$27.7M
|
-1,030,776
|
-67%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$13.5M
|
+$11.2M
|
+417,715
|
+534%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$8.43M
|
-$602K
|
-22,398
|
-7%
|
|
|
5
|
|
$7.9M
|
-$16.2K
|
-602
|
-0.2%
|
|
|
6
|
Brio Consultants
San Francisco,
California
|
$5.22M
|
+$4.86M
|
+180,720
|
+1,683%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$4.08M
|
+$2.11M
|
+78,501
|
+111%
|
|
|
8
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$4.07M
|
+$1.38M
|
+51,200
|
+52%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$3.92M
|
+$29.4K
|
+1,096
|
+0.8%
|
|
|
10
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$3.4M
|
+$99.7K
|
+3,710
|
+3%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$3.31M
|
+$214K
|
+7,969
|
+7%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$3.01M
|
+$1.07M
|
+39,648
|
+56%
|
|
|
13
|
Regis Management Company
Menlo Park,
California
|
$2.72M
|
-$785K
|
-29,200
|
-23%
|
|
|
14
|
SteelPeak Wealth
Woodland Hills,
California
|
$2.39M
|
+$524K
|
+19,514
|
+29%
|
|
|
15
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$2.02M
|
-$13.2K
|
-493
|
-0.7%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$2M
|
+$62.4K
|
+2,322
|
+3%
|
|
|
17
|
Cetera Advisor Networks
El Segundo,
California
|
$1.44M
|
+$2.53K
|
+94
|
+0.2%
|
|
|
18
|
McNaughton Wealth Management
San Diego,
California
|
$1.2M
|
+$83.4K
|
+3,105
|
+8%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.13M
|
+$1.11M
|
+41,370
|
New
|
|
|
20
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$975K
|
+$118K
|
+4,399
|
+14%
|
|
|
21
|
KeyBank National Association
Cleveland,
Ohio
|
$928K
|
+$23.6K
|
+880
|
+3%
|
|
|
22
|
Dimension Capital Management
Coral Gables,
Florida
|
$716K
|
–
|
–
|
–
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$707K
|
-$148K
|
-5,510
|
-18%
|
|
|
24
|
Coe Capital Management
Highland Park,
Illinois
|
$628K
|
–
|
–
|
–
|
|
|
25
|
Miracle Mile Advisors
Los Angeles,
California
|
$612K
|
+$602K
|
+22,424
|
New
|
|
