|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$148M
|
-$8.41M
|
-303,994
|
-5%
|
|
|
2
|
|
$12.7M
|
-$1.51M
|
-54,598
|
-11%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$8.73M
|
+$205K
|
+7,409
|
+2%
|
|
|
4
|
|
$8.34M
|
+$349K
|
+12,595
|
+4%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$7.73M
|
-$5.98M
|
-216,140
|
-44%
|
|
|
6
|
Brio Consultants
San Francisco,
California
|
$6.5M
|
+$1.22M
|
+44,103
|
+23%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$4.57M
|
+$451K
|
+16,306
|
+11%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$4.05M
|
+$88.4K
|
+3,196
|
+2%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$3.98M
|
+$1.96M
|
+70,748
|
+96%
|
|
|
10
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$3.57M
|
+$133K
|
+4,802
|
+4%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$3.31M
|
-$47.3K
|
-1,708
|
-1%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$3.12M
|
+$67.8K
|
+2,449
|
+2%
|
|
|
13
|
SteelPeak Wealth
Woodland Hills,
California
|
$3.05M
|
+$638K
|
+23,063
|
+26%
|
|
|
14
|
Miracle Mile Advisors
Los Angeles,
California
|
$2.93M
|
+$2.32M
|
+83,857
|
+374%
|
|
|
15
|
Regis Management Company
Menlo Park,
California
|
$2.75M
|
–
|
–
|
–
|
|
|
16
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$2.66M
|
+$619K
|
+22,352
|
+30%
|
|
|
17
|
Cetera Advisor Networks
El Segundo,
California
|
$1.47M
|
+$7.28K
|
+263
|
+0.5%
|
|
|
18
|
KeyBank National Association
Cleveland,
Ohio
|
$1.41M
|
+$468K
|
+16,906
|
+50%
|
|
|
19
|
McNaughton Wealth Management
San Diego,
California
|
$1.23M
|
+$18.4K
|
+664
|
+2%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.19M
|
+$623K
|
+22,529
|
+110%
|
|
|
21
|
Flow Traders U.S.
New York
|
$1.15M
|
+$1.16M
|
+41,787
|
New
|
|
|
22
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.08M
|
+$1.08M
|
+38,996
|
New
|
|
|
23
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$986K
|
–
|
–
|
–
|
|
|
24
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$885K
|
+$1.62M
|
+58,508
|
New
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$778K
|
+$63.4K
|
+2,290
|
+9%
|
|
