|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$147M
|
-$2.95M
|
-106,382
|
-2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$10.5M
|
+$1.67M
|
+60,361
|
+19%
|
|
|
3
|
|
$10.3M
|
+$1.85M
|
+66,904
|
+22%
|
|
|
4
|
|
$8.85M
|
-$4.03M
|
-145,492
|
-32%
|
|
|
5
|
Brio Consultants
San Francisco,
California
|
$7.38M
|
+$781K
|
+28,180
|
+12%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$6.96M
|
+$2.82M
|
+101,624
|
+69%
|
|
|
7
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$5.05M
|
+$5M
|
+180,335
|
New
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$4.22M
|
-$416K
|
-15,002
|
-9%
|
|
|
9
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$3.82M
|
+$194K
|
+7,011
|
+5%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$3.72M
|
+$558K
|
+20,139
|
+18%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$3.53M
|
-$505K
|
-18,226
|
-13%
|
|
|
12
|
SteelPeak Wealth
Woodland Hills,
California
|
$3.11M
|
+$17.2K
|
+620
|
+0.6%
|
|
|
13
|
Miracle Mile Advisors
Los Angeles,
California
|
$3.04M
|
+$64.3K
|
+2,320
|
+2%
|
|
|
14
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$2.94M
|
+$239K
|
+8,631
|
+9%
|
|
|
15
|
Regis Management Company
Menlo Park,
California
|
$2.79M
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$2.63M
|
-$719K
|
-25,934
|
-22%
|
|
|
17
|
McNaughton Wealth Management
San Diego,
California
|
$1.52M
|
+$271K
|
+9,777
|
+22%
|
|
|
18
|
KeyBank National Association
Cleveland,
Ohio
|
$1.43M
|
–
|
–
|
–
|
|
|
19
|
Running Point Capital Advisors
El Segundo,
California
|
$1.34M
|
+$1.32M
|
+47,801
|
New
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.03M
|
-$172K
|
-6,201
|
-14%
|
|
|
21
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$894K
|
-$38.7K
|
-1,396
|
-2%
|
|
|
22
|
Dimension Capital Management
Coral Gables,
Florida
|
$734K
|
–
|
–
|
–
|
|
|
23
|
Apriem Advisors
Irvine,
California
|
$718K
|
+$146K
|
+5,250
|
+26%
|
|
|
24
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$627K
|
+$333
|
+12
|
+0.1%
|
|
|
25
|
Cetera Advisor Networks
El Segundo,
California
|
$602K
|
-$877K
|
-31,657
|
-60%
|
|
