|
1
|
Wealthfront Advisers
Palo Alto,
California
|
$445M
|
-$11.4M
|
-470,677
|
-2%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$67.5M
|
+$13.5M
|
+556,461
|
+25%
|
|
|
3
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$42.3M
|
+$413K
|
+17,061
|
+1%
|
|
|
4
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$31.8M
|
+$354K
|
+14,616
|
+1%
|
|
|
5
|
Syon Capital
San Francisco,
California
|
$31.1M
|
-$204K
|
-8,424
|
-0.6%
|
|
|
6
|
Miracle Mile Advisors
Los Angeles,
California
|
$28.9M
|
-$4.29M
|
-177,074
|
-13%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$23.1M
|
-$692K
|
-28,587
|
-3%
|
|
|
8
|
EP Wealth Advisors
Torrance,
California
|
$17.8M
|
+$17.9M
|
+737,566
|
New
|
|
|
9
|
Guggenheim Capital
Chicago,
Illinois
|
$15.8M
|
+$5.03M
|
+207,769
|
+47%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$14.4M
|
+$157K
|
+6,477
|
+1%
|
|
|
11
|
|
$13.3M
|
-$193K
|
-7,965
|
-1%
|
|
|
12
|
First Foundation Advisors
Irvine,
California
|
$7.95M
|
-$3.27M
|
-134,891
|
-29%
|
|
|
13
|
Pure Financial Advisors
San Diego,
California
|
$7.07M
|
+$42.2K
|
+1,744
|
+0.6%
|
|
|
14
|
First American Trust
Santa Ana,
California
|
$6.37M
|
-$487K
|
-20,119
|
-7%
|
|
|
15
|
|
$5.53M
|
-$77.4K
|
-3,195
|
-1%
|
|
|
16
|
|
$5.43M
|
-$2.58M
|
-106,468
|
-32%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$5.3M
|
-$528K
|
-21,804
|
-9%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$3.96M
|
+$569K
|
+23,489
|
+17%
|
|
|
19
|
Elmwood Wealth Management
Berkeley,
California
|
$3.11M
|
+$104K
|
+4,311
|
+3%
|
|
|
20
|
KeyBank National Association
Cleveland,
Ohio
|
$2.59M
|
+$10.5K
|
+433
|
+0.4%
|
|
|
21
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$2.41M
|
+$536K
|
+22,146
|
+29%
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
$2.25M
|
+$719K
|
+29,714
|
+47%
|
|
|
23
|
Chatterton & Associates
Anaheim,
California
|
$2.23M
|
+$2.24M
|
+92,381
|
New
|
|
|
24
|
SteelPeak Wealth
Woodland Hills,
California
|
$2.1M
|
-$144K
|
-5,933
|
-6%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$2.06M
|
+$6.22K
|
+257
|
+0.3%
|
|
