|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$236M
|
-$7.84M
|
-313,549
|
-3%
|
|
|
2
|
First Foundation Advisors
Irvine,
California
|
$41.8M
|
+$11.8M
|
+470,093
|
+39%
|
|
|
3
|
Miracle Mile Advisors
Los Angeles,
California
|
$39.7M
|
+$18.8M
|
+751,268
|
+89%
|
|
|
4
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$34.3M
|
+$34.5M
|
+1,379,246
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$28.9M
|
+$816K
|
+32,626
|
+3%
|
|
|
6
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$24.1M
|
+$2.65M
|
+106,001
|
+12%
|
|
|
7
|
EP Wealth Advisors
Torrance,
California
|
$18.9M
|
-$857K
|
-34,261
|
-4%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$18M
|
+$217K
|
+8,686
|
+1%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.9M
|
+$4.97M
|
+198,667
|
+45%
|
|
|
10
|
|
$11.5M
|
+$1.26M
|
+50,241
|
+12%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$9.98M
|
+$2.3M
|
+91,894
|
+30%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$7.47M
|
+$413K
|
+16,514
|
+6%
|
|
|
13
|
Fidelity Investments
Boston,
Massachusetts
|
$7.15M
|
-$308K
|
-12,333
|
-4%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$6.12M
|
+$29K
|
+1,159
|
+0.5%
|
|
|
15
|
Allworth Financial
Folsom,
California
|
$4.64M
|
-$110K
|
-4,380
|
-2%
|
|
|
16
|
Affinity Capital Advisors
Berkeley,
California
|
$4.29M
|
+$54.3K
|
+2,172
|
+1%
|
|
|
17
|
First American Trust
Santa Ana,
California
|
$4.05M
|
+$471K
|
+18,834
|
+13%
|
|
|
18
|
SteelPeak Wealth
Woodland Hills,
California
|
$3.41M
|
+$1.26M
|
+50,241
|
+58%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$2.77M
|
+$737K
|
+29,465
|
+36%
|
|
|
20
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.64M
|
-$413K
|
-16,514
|
-13%
|
|
|
21
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.64M
|
-$413K
|
-16,514
|
-13%
|
|
|
22
|
Pure Financial Advisors
San Diego,
California
|
$1.9M
|
-$20.9K
|
-835
|
-1%
|
|
|
23
|
McNaughton Wealth Management
San Diego,
California
|
$1.78M
|
+$74.5K
|
+2,980
|
+4%
|
|
|
24
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.74M
|
+$250K
|
+10,002
|
+17%
|
|
|
25
|
Prospera Financial Services
Dallas,
Texas
|
$1.7M
|
+$9.2K
|
+368
|
+0.5%
|
|
