|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
234 Mio. $
|
+232 Mio. $
|
+7.892.273
|
Neu
|
|
|
2
|
State Street
Boston,
Massachusetts
|
35,7 Mio. $
|
+2,65 Mio. $
|
+90.334
|
+8 %
|
|
|
3
|
Choate Investment Advisors
Boston,
Massachusetts
|
21,1 Mio. $
|
+516.075 $
|
+17.562
|
+3 %
|
|
|
4
|
|
13,6 Mio. $
|
+383.956 $
|
+13.066
|
+3 %
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
10 Mio. $
|
+1,41 Mio. $
|
+48.039
|
+17 %
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
9,02 Mio. $
|
+494.623 $
|
+16.832
|
+6 %
|
|
|
7
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
8,46 Mio. $
|
+183.691 $
|
+6.251
|
+2 %
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
7,72 Mio. $
|
+1 Mio. $
|
+34.049
|
+15 %
|
|
|
9
|
AssetMark Inc
Concord,
California
|
7,03 Mio. $
|
+307.318 $
|
+10.458
|
+5 %
|
|
|
10
|
CI Investments Inc
Toronto,
Ontario, Canada
|
6,02 Mio. $
|
+239.495 $
|
+8.150
|
+4 %
|
|
|
11
|
Global Financial Private Capital
Sarasota,
Florida
|
2,78 Mio. $
|
+229.651 $
|
+7.815
|
+9 %
|
|
|
12
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
2,57 Mio. $
|
+543.551 $
|
+18.497
|
+27 %
|
|
|
13
|
Lincoln National Corp
Radnor,
Pennsylvania
|
2,22 Mio. $
|
+1,09 Mio. $
|
+37.223
|
+99 %
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
2,16 Mio. $
|
+172.995 $
|
+5.887
|
+9 %
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
1,78 Mio. $
|
+60.329 $
|
+2.053
|
+4 %
|
|
|
16
|
Valmark Advisers
Akron,
Ohio
|
1,75 Mio. $
|
+1,73 Mio. $
|
+58.929
|
Neu
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
1,56 Mio. $
|
-1,1 Mio. $
|
-37.286
|
-41 %
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
1,36 Mio. $
|
+42.316 $
|
+1.440
|
+3 %
|
|
|
19
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
1,34 Mio. $
|
-48.457 $
|
-1.649
|
-4 %
|
|
|
20
|
Advisor Group
Phoenix,
Arizona
|
998.000 $
|
-32.795 $
|
-1.116
|
-3 %
|
|
|
21
|
LexAurum Advisors
Overland Park,
Kansas
|
998.000 $
|
+967.178 $
|
+32.913
|
Neu
|
|
|
22
|
Versant Capital Management
Phoenix,
Arizona
|
940.000 $
|
+931.327 $
|
+31.693
|
Neu
|
|
|
23
|
AGF Investments Inc
Toronto,
Ontario, Canada
|
915.000 $
|
+121.187 $
|
+4.124
|
+15 %
|
|
|
24
|
Crabel Capital Management
Los Angeles,
California
|
812.000 $
|
+803.939 $
|
+27.358
|
Neu
|
|
|
25
|
First Trust Advisors
Wheaton,
Illinois
|
742.000 $
|
+217.338 $
|
+7.396
|
+42 %
|
|
