|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$150M
|
-$9.02M
|
-321,982
|
-6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$12.1M
|
+$676K
|
+24,112
|
+6%
|
|
|
3
|
|
$11M
|
+$5.65M
|
+201,559
|
+106%
|
|
|
4
|
Brio Consultants
San Francisco,
California
|
$10.9M
|
+$2.05M
|
+73,345
|
+23%
|
|
|
5
|
|
$10.8M
|
+$767K
|
+27,389
|
+8%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$7.11M
|
-$48.5K
|
-1,731
|
-0.7%
|
|
|
7
|
Miracle Mile Advisors
Los Angeles,
California
|
$6.43M
|
+$1.05M
|
+37,377
|
+20%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$5.62M
|
+$1.95M
|
+69,530
|
+53%
|
|
|
9
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$4.43M
|
+$420K
|
+14,989
|
+11%
|
|
|
10
|
Fidelity Investments
Boston,
Massachusetts
|
$4.31M
|
+$189K
|
+6,729
|
+5%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$4.03M
|
-$42.3K
|
-1,511
|
-1%
|
|
|
12
|
SteelPeak Wealth
Woodland Hills,
California
|
$3.18M
|
+$12.8K
|
+457
|
+0.4%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$3.11M
|
+$409K
|
+14,585
|
+15%
|
|
|
14
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$2.89M
|
-$62.1K
|
-2,218
|
-2%
|
|
|
15
|
Regis Management Company
Menlo Park,
California
|
$2.81M
|
–
|
–
|
–
|
|
|
16
|
McNaughton Wealth Management
San Diego,
California
|
$1.89M
|
+$236K
|
+8,406
|
+14%
|
|
|
17
|
KeyBank National Association
Cleveland,
Ohio
|
$1.64M
|
+$6.02K
|
+215
|
+0.4%
|
|
|
18
|
Old Mission Capital
Chicago,
Illinois
|
$1.63M
|
+$1.62M
|
+57,950
|
New
|
|
|
19
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.36M
|
–
|
–
|
–
|
|
|
20
|
Running Point Capital Advisors
El Segundo,
California
|
$1.3M
|
-$45.2K
|
-1,613
|
-3%
|
|
|
21
|
First American Trust
Santa Ana,
California
|
$1.28M
|
+$1.28M
|
+45,533
|
New
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.13M
|
+$65.9K
|
+2,353
|
+6%
|
|
|
23
|
Apriem Advisors
Irvine,
California
|
$758K
|
+$8.4K
|
+300
|
+1%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$751K
|
+$343K
|
+12,228
|
+84%
|
|
|
25
|
Destination Wealth Management
Walnut Creek,
California
|
$704K
|
–
|
–
|
–
|
|
