|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$157M
|
+$11.4M
|
+407,812
|
+8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$11.3M
|
+$865K
|
+31,035
|
+8%
|
|
|
3
|
|
$9.87M
|
-$336K
|
-12,074
|
-3%
|
|
|
4
|
Brio Consultants
San Francisco,
California
|
$8.68M
|
+$1.39M
|
+49,795
|
+19%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$7.05M
|
+$178K
|
+6,398
|
+3%
|
|
|
6
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$5.65M
|
+$669K
|
+24,016
|
+13%
|
|
|
7
|
Miracle Mile Advisors
Los Angeles,
California
|
$5.3M
|
+$2.31M
|
+82,827
|
+76%
|
|
|
8
|
|
$5.26M
|
-$3.51M
|
-125,957
|
-40%
|
|
|
9
|
Fidelity Investments
Boston,
Massachusetts
|
$4.05M
|
-$114K
|
-4,079
|
-3%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$4.01M
|
+$328K
|
+11,764
|
+9%
|
|
|
11
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$3.94M
|
+$174K
|
+6,228
|
+5%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$3.61M
|
+$123K
|
+4,432
|
+4%
|
|
|
13
|
SteelPeak Wealth
Woodland Hills,
California
|
$3.12M
|
+$41.3K
|
+1,482
|
+1%
|
|
|
14
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$2.91M
|
+$6.3K
|
+226
|
+0.2%
|
|
|
15
|
Regis Management Company
Menlo Park,
California
|
$2.76M
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$2.66M
|
+$62.7K
|
+2,252
|
+2%
|
|
|
17
|
Flow Traders U.S.
New York
|
$1.78M
|
+$1.52M
|
+54,734
|
+564%
|
|
|
18
|
McNaughton Wealth Management
San Diego,
California
|
$1.63M
|
+$122K
|
+4,380
|
+8%
|
|
|
19
|
KeyBank National Association
Cleveland,
Ohio
|
$1.61M
|
+$205K
|
+7,355
|
+14%
|
|
|
20
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.34M
|
+$881K
|
+31,626
|
+190%
|
|
|
21
|
Running Point Capital Advisors
El Segundo,
California
|
$1.32M
|
–
|
–
|
–
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.05M
|
+$27.3K
|
+979
|
+3%
|
|
|
23
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$768K
|
+$537K
|
+19,269
|
+227%
|
|
|
24
|
Apriem Advisors
Irvine,
California
|
$737K
|
+$27.9K
|
+1,000
|
+4%
|
|
|
25
|
Dimension Capital Management
Coral Gables,
Florida
|
$726K
|
–
|
–
|
–
|
|
