|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$269M
|
+$73.5M
|
+3,000,424
|
+35%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$14.9M
|
+$3.05M
|
+124,457
|
+24%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$12M
|
-$2.3M
|
-93,960
|
-15%
|
|
|
4
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$11.4M
|
+$2.83M
|
+115,643
|
+31%
|
|
|
5
|
|
$7.85M
|
-$1.19M
|
-48,533
|
-13%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$6.57M
|
-$1.64M
|
-66,874
|
-19%
|
|
|
7
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$4.37M
|
+$238K
|
+9,720
|
+5%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$4.24M
|
-$572K
|
-23,371
|
-11%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$3.87M
|
+$416
|
+17
|
+0%
|
|
|
10
|
First American Trust
Santa Ana,
California
|
$3.56M
|
+$520K
|
+21,240
|
+16%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$3.46M
|
-$3.27M
|
-133,522
|
-47%
|
|
|
12
|
EP Wealth Advisors
Torrance,
California
|
$3.39M
|
+$1.01M
|
+41,247
|
+39%
|
|
|
13
|
SteelPeak Wealth
Woodland Hills,
California
|
$2.64M
|
-$767K
|
-31,302
|
-22%
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.87M
|
+$1.97M
|
+80,628
|
New
|
|
|
15
|
KeyBank National Association
Cleveland,
Ohio
|
$1.66M
|
–
|
–
|
–
|
|
|
16
|
Allworth Financial
Folsom,
California
|
$1.53M
|
+$659K
|
+26,927
|
+69%
|
|
|
17
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$1.48M
|
-$340K
|
-13,893
|
-18%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$1.43M
|
-$85.4K
|
-3,486
|
-5%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$1.22M
|
+$920K
|
+37,581
|
+249%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.07M
|
-$27.3K
|
-1,114
|
-2%
|
|
|
21
|
McNaughton Wealth Management
San Diego,
California
|
$983K
|
-$154K
|
-6,269
|
-13%
|
|
|
22
|
Omega Financial Group
Santa Barbara,
California
|
$957K
|
+$7.71K
|
+315
|
+0.8%
|
|
|
23
|
Pure Financial Advisors
San Diego,
California
|
$714K
|
-$136K
|
-5,549
|
-15%
|
|
|
24
|
Brio Consultants
San Francisco,
California
|
$686K
|
-$16.7M
|
-681,768
|
-96%
|
|
|
25
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$624K
|
-$29.3K
|
-1,195
|
-4%
|
|
