|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$157M
|
+$8.4M
|
+298,742
|
+6%
|
|
|
2
|
|
$12.4M
|
+$1.76M
|
+62,507
|
+16%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$12.4M
|
+$402K
|
+14,301
|
+3%
|
|
|
4
|
Brio Consultants
San Francisco,
California
|
$12.1M
|
+$1.41M
|
+50,210
|
+13%
|
|
|
5
|
Miracle Mile Advisors
Los Angeles,
California
|
$8.12M
|
+$1.8M
|
+63,904
|
+28%
|
|
|
6
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$6.99M
|
+$7.09M
|
+251,948
|
New
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$6.69M
|
-$340K
|
-12,087
|
-5%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$5.97M
|
+$426K
|
+15,145
|
+8%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$4.35M
|
+$381K
|
+13,559
|
+9%
|
|
|
10
|
Fidelity Investments
Boston,
Massachusetts
|
$4.19M
|
-$67.3K
|
-2,395
|
-2%
|
|
|
11
|
SteelPeak Wealth
Woodland Hills,
California
|
$3.22M
|
+$84.5K
|
+3,005
|
+3%
|
|
|
12
|
First American Trust
Santa Ana,
California
|
$3.12M
|
+$1.88M
|
+66,795
|
+147%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$2.96M
|
-$115K
|
-4,097
|
-4%
|
|
|
14
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$2.89M
|
+$38.1K
|
+1,356
|
+1%
|
|
|
15
|
Regis Management Company
Menlo Park,
California
|
$2.77M
|
–
|
–
|
–
|
|
|
16
|
KeyBank National Association
Cleveland,
Ohio
|
$1.91M
|
+$295K
|
+10,481
|
+18%
|
|
|
17
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.89M
|
+$1.92M
|
+68,119
|
New
|
|
|
18
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.34M
|
–
|
–
|
–
|
|
|
19
|
Running Point Capital Advisors
El Segundo,
California
|
$1.26M
|
-$19.7K
|
-700
|
-2%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.08M
|
-$32.6K
|
-1,160
|
-3%
|
|
|
21
|
Apriem Advisors
Irvine,
California
|
$853K
|
+$107K
|
+3,800
|
+14%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$781K
|
+$40.5K
|
+1,439
|
+5%
|
|
|
23
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$672K
|
+$4.08K
|
+145
|
+0.6%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$592K
|
-$29K
|
-1,033
|
-5%
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$568K
|
+$288K
|
+10,237
|
+100%
|
|
