|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$265M
|
+$106M
|
+3,932,976
|
+62%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$15.8M
|
+$12.4M
|
+459,483
|
+300%
|
|
|
3
|
|
$13.4M
|
+$2.14M
|
+79,677
|
+18%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$13.1M
|
+$1.15M
|
+42,952
|
+9%
|
|
|
5
|
|
$8.72M
|
+$2.19M
|
+81,580
|
+32%
|
|
|
6
|
Allworth Financial
Folsom,
California
|
$6.96M
|
+$7.25M
|
+269,573
|
+173,918%
|
|
|
7
|
Brio Consultants
San Francisco,
California
|
$6.43M
|
-$6.12M
|
-227,731
|
-48%
|
|
|
8
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$6.15M
|
-$184K
|
-6,837
|
-3%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$4.86M
|
-$589K
|
-21,917
|
-10%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$4.57M
|
-$219K
|
-8,154
|
-4%
|
|
|
11
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$4.35M
|
+$1.24M
|
+46,057
|
+38%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$4.23M
|
+$1.36M
|
+50,694
|
+45%
|
|
|
13
|
SteelPeak Wealth
Woodland Hills,
California
|
$3.66M
|
-$41.7K
|
-1,551
|
-1%
|
|
|
14
|
First American Trust
Santa Ana,
California
|
$3.54M
|
+$190K
|
+7,074
|
+5%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$3.16M
|
-$1.12M
|
-41,602
|
-25%
|
|
|
16
|
Regis Management Company
Menlo Park,
California
|
$2.58M
|
–
|
–
|
–
|
|
|
17
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$2.16M
|
-$206K
|
-7,653
|
-8%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$1.96M
|
+$437K
|
+16,263
|
+27%
|
|
|
19
|
KeyBank National Association
Cleveland,
Ohio
|
$1.8M
|
–
|
–
|
–
|
|
|
20
|
McNaughton Wealth Management
San Diego,
California
|
$1.75M
|
+$26.1K
|
+972
|
+1%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.1M
|
-$58.6K
|
-2,180
|
-5%
|
|
|
22
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.1M
|
+$455K
|
+16,935
|
+66%
|
|
|
23
|
Running Point Capital Advisors
El Segundo,
California
|
$1.07M
|
–
|
–
|
–
|
|
|
24
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$1.03M
|
+$1.08M
|
+40,056
|
New
|
|
|
25
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$822K
|
+$856K
|
+31,849
|
New
|
|
