|
1
|
Miracle Mile Advisors
Los Angeles,
California
|
$57M
|
+$3.91M
|
+156,516
|
+7%
|
|
|
2
|
First Foundation Advisors
Irvine,
California
|
$37.7M
|
-$1.35M
|
-53,972
|
-3%
|
|
|
3
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$35.4M
|
+$702K
|
+28,143
|
+2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$29.7M
|
+$7.97M
|
+319,381
|
+37%
|
|
|
5
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$29.2M
|
+$3.53M
|
+141,442
|
+14%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.3M
|
+$5.33M
|
+213,758
|
+26%
|
|
|
7
|
EP Wealth Advisors
Torrance,
California
|
$19.4M
|
+$324K
|
+12,990
|
+2%
|
|
|
8
|
|
$12.9M
|
-$2.45M
|
-98,060
|
-16%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$12.8M
|
+$2.83M
|
+113,248
|
+29%
|
|
|
10
|
|
$11.7M
|
-$457K
|
-18,301
|
-4%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$10.2M
|
+$3.62M
|
+145,262
|
+55%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$6.95M
|
+$230K
|
+9,200
|
+3%
|
|
|
13
|
Fidelity Investments
Boston,
Massachusetts
|
$6.86M
|
-$71K
|
-2,846
|
-1%
|
|
|
14
|
Affinity Capital Advisors
Berkeley,
California
|
$5.61M
|
+$5.59M
|
+223,857
|
New
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$5.49M
|
-$2.89M
|
-115,997
|
-35%
|
|
|
16
|
Allworth Financial
Folsom,
California
|
$5.45M
|
+$78.6K
|
+3,150
|
+1%
|
|
|
17
|
First American Trust
Santa Ana,
California
|
$4.35M
|
+$189K
|
+7,589
|
+5%
|
|
|
18
|
SteelPeak Wealth
Woodland Hills,
California
|
$2.93M
|
-$65.2K
|
-2,614
|
-2%
|
|
|
19
|
KeyBank National Association
Cleveland,
Ohio
|
$2.76M
|
+$15.8K
|
+635
|
+0.6%
|
|
|
20
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.61M
|
-$191K
|
-7,656
|
-7%
|
|
|
21
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.46M
|
-$201K
|
-8,043
|
-8%
|
|
|
22
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.46M
|
-$201K
|
-8,043
|
-8%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$2.4M
|
+$35.1K
|
+1,407
|
+1%
|
|
|
24
|
McNaughton Wealth Management
San Diego,
California
|
$2.19M
|
+$256K
|
+10,277
|
+13%
|
|
|
25
|
Journey Strategic Wealth
Summit,
New Jersey
|
$1.79M
|
+$16.8K
|
+672
|
+0.9%
|
|
