|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$223M
|
-$1.38M
|
-56,054
|
-0.6%
|
|
|
2
|
First Foundation Advisors
Irvine,
California
|
$16M
|
+$15.8M
|
+639,851
|
+6,180%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$14.1M
|
+$1.35M
|
+54,696
|
+11%
|
|
|
4
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$13.9M
|
+$6.83M
|
+277,082
|
+96%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$13.4M
|
-$442K
|
-17,944
|
-3%
|
|
|
6
|
|
$12.3M
|
+$238K
|
+9,661
|
+2%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$8.58M
|
-$56.5K
|
-2,293
|
-0.7%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.81M
|
+$1.95M
|
+79,056
|
+64%
|
|
|
9
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$7.81M
|
+$1.95M
|
+79,056
|
+64%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$6.33M
|
+$226K
|
+9,189
|
+4%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$5.5M
|
+$750K
|
+30,432
|
+16%
|
|
|
12
|
Boyd Wealth Management
Sacramento,
California
|
$5.46M
|
+$5.46M
|
+221,449
|
New
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$4.69M
|
-$150K
|
-6,084
|
-3%
|
|
|
14
|
SteelPeak Wealth
Woodland Hills,
California
|
$4.05M
|
+$91.8K
|
+3,725
|
+2%
|
|
|
15
|
First American Trust
Santa Ana,
California
|
$3.62M
|
-$15.6K
|
-633
|
-0.4%
|
|
|
16
|
|
$3.07M
|
-$5.68M
|
-230,475
|
-65%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$2.48M
|
-$694K
|
-28,188
|
-22%
|
|
|
18
|
WealthSource Partners
San Luis Obispo,
California
|
$2.2M
|
+$33.1K
|
+1,343
|
+2%
|
|
|
19
|
Flow Traders U.S.
New York
|
$2.15M
|
+$2.14M
|
+87,052
|
New
|
|
|
20
|
Allworth Financial
Folsom,
California
|
$1.91M
|
+$163K
|
+6,607
|
+9%
|
|
|
21
|
Pure Financial Advisors
San Diego,
California
|
$1.87M
|
+$11.3K
|
+457
|
+0.6%
|
|
|
22
|
KeyBank National Association
Cleveland,
Ohio
|
$1.81M
|
+$120K
|
+4,866
|
+7%
|
|
|
23
|
Prospera Financial Services
Dallas,
Texas
|
$1.68M
|
+$1.68M
|
+68,166
|
New
|
|
|
24
|
SimpliFi Inc
San Diego,
California
|
$1.59M
|
+$638K
|
+25,902
|
+67%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.52M
|
-$199K
|
-8,067
|
-12%
|
|
