|
1
|
Bank of America
Charlotte,
North Carolina
|
56 Mio. $
|
+6,8 Mio. $
|
+114.902
|
+14 %
|
|
|
2
|
Mission Wealth Management
Santa Barbara,
California
|
35,6 Mio. $
|
-167.846 $
|
-2.835
|
-0,5 %
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
30,1 Mio. $
|
+1,33 Mio. $
|
+22.418
|
+5 %
|
|
|
4
|
|
22,9 Mio. $
|
+3,08 Mio. $
|
+52.061
|
+16 %
|
|
|
5
|
Bailard
Foster City,
California
|
17,7 Mio. $
|
-530.298 $
|
-8.957
|
-3 %
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
16,1 Mio. $
|
+1,92 Mio. $
|
+32.413
|
+14 %
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
11,9 Mio. $
|
+411.296 $
|
+6.947
|
+4 %
|
|
|
8
|
LPL Financial
San Diego,
California
|
8,96 Mio. $
|
+152.571 $
|
+2.577
|
+2 %
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
8,36 Mio. $
|
+3,15 Mio. $
|
+53.137
|
+60 %
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
7,98 Mio. $
|
+1,1 Mio. $
|
+18.584
|
+16 %
|
|
|
11
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
4,62 Mio. $
|
+261.686 $
|
+4.420
|
+6 %
|
|
|
12
|
|
4,4 Mio. $
|
+199.343 $
|
+3.367
|
+5 %
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
4,33 Mio. $
|
+736.391 $
|
+12.438
|
+20 %
|
|
|
14
|
AdvicePeriod
Los Angeles,
California
|
3,9 Mio. $
|
+3,91 Mio. $
|
+66.002
|
Neu
|
|
|
15
|
WealthSource Partners
San Luis Obispo,
California
|
3,86 Mio. $
|
-382.819 $
|
-6.466
|
-9 %
|
|
|
16
|
Parkside Advisors
Berkeley,
California
|
3,71 Mio. $
|
+22.261 $
|
+376
|
+0,6 %
|
|
|
17
|
BB&T Securities
Richmond,
Virginia
|
3,28 Mio. $
|
+217.341 $
|
+3.671
|
+7 %
|
|
|
18
|
Principal Financial Group
Des Moines,
Iowa
|
3,02 Mio. $
|
-1,95 Mio. $
|
-33.000
|
-39 %
|
|
|
19
|
|
2,2 Mio. $
|
-4,24 Mio. $
|
-71.635
|
-66 %
|
|
|
20
|
Boltwood Capital Management
Walnut Creek,
California
|
2,13 Mio. $
|
+277.375 $
|
+4.685
|
+15 %
|
|
|
21
|
One Capital Management
Westlake Village,
California
|
2,12 Mio. $
|
+267.014 $
|
+4.510
|
+14 %
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
1,95 Mio. $
|
-68.441 $
|
-1.156
|
-3 %
|
|
|
23
|
Regis Management Company
Menlo Park,
California
|
1,93 Mio. $
|
+959.119 $
|
+16.200
|
+99 %
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
1,88 Mio. $
|
+1,89 Mio. $
|
+31.874
|
Neu
|
|
|
25
|
Financial Advocates Investment Management
Olympia,
Washington
|
1,56 Mio. $
|
+1,56 Mio. $
|
+26.326
|
Neu
|
|
