|
1
|
Bank of America
Charlotte,
North Carolina
|
54,4 Mio. $
|
+12,7 Mio. $
|
+216.594
|
+30 %
|
|
|
2
|
Mission Wealth Management
Santa Barbara,
California
|
45,6 Mio. $
|
+45,1 Mio. $
|
+771.850
|
+4.389 %
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
30,4 Mio. $
|
+27,8 Mio. $
|
+476.238
|
+932 %
|
|
|
4
|
|
18,5 Mio. $
|
-1,11 Mio. $
|
-19.068
|
-6 %
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
15,4 Mio. $
|
+1,62 Mio. $
|
+27.724
|
+12 %
|
|
|
6
|
Bailard
Foster City,
California
|
11,4 Mio. $
|
-4,4 Mio. $
|
-75.334
|
-28 %
|
|
|
7
|
LPL Financial
San Diego,
California
|
8,32 Mio. $
|
-197.005 $
|
-3.370
|
-2 %
|
|
|
8
|
First Foundation Advisors
Irvine,
California
|
6,65 Mio. $
|
+6,73 Mio. $
|
+115.096
|
Neu
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
6,46 Mio. $
|
+312.754 $
|
+5.350
|
+5 %
|
|
|
10
|
Pure Financial Advisors
San Diego,
California
|
6,3 Mio. $
|
-1,19 Mio. $
|
-20.306
|
-16 %
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
5,95 Mio. $
|
-1,91 Mio. $
|
-32.590
|
-24 %
|
|
|
12
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
5,37 Mio. $
|
+65.240 $
|
+1.116
|
+1 %
|
|
|
13
|
NewFocus Financial Group
Vancouver,
Washington
|
5,25 Mio. $
|
+5,31 Mio. $
|
+90.884
|
Neu
|
|
|
14
|
|
4,02 Mio. $
|
-29.229 $
|
-500
|
-0,7 %
|
|
|
15
|
AJ Wealth Strategies
New York
|
3,88 Mio. $
|
+3,92 Mio. $
|
+67.106
|
Neu
|
|
|
16
|
Parkside Advisors
Berkeley,
California
|
3,72 Mio. $
|
+33.438 $
|
+572
|
+0,9 %
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
3,68 Mio. $
|
-251.021 $
|
-4.294
|
-6 %
|
|
|
18
|
Raub Brock Capital Management
Larkspur,
California
|
3,26 Mio. $
|
+3,3 Mio. $
|
+56.510
|
Neu
|
|
|
19
|
BB&T Securities
Richmond,
Virginia
|
2,91 Mio. $
|
–
|
–
|
–
|
|
|
20
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
2,78 Mio. $
|
+146.147 $
|
+2.500
|
+5 %
|
|
|
21
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
2,78 Mio. $
|
+146.147 $
|
+2.500
|
+5 %
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
2,68 Mio. $
|
+1,25 Mio. $
|
+21.396
|
+86 %
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
2,38 Mio. $
|
-593.472 $
|
-10.152
|
-20 %
|
|
|
24
|
WealthSource Partners
San Luis Obispo,
California
|
2,07 Mio. $
|
-21.045 $
|
-360
|
-1 %
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
1,82 Mio. $
|
+103.004 $
|
+1.762
|
+6 %
|
|
