|
1
|
Charles Schwab
San Francisco,
California
|
312 Mio. $
|
+9,8 Mio. $
|
+159.534
|
+3 %
|
|
|
2
|
Clal Insurance
Tel-Aviv,
Israel
|
69,5 Mio. $
|
–
|
–
|
–
|
|
|
3
|
Lido Advisors
Los Angeles,
California
|
64,7 Mio. $
|
+6,2 Mio. $
|
+100.719
|
+11 %
|
|
|
4
|
RWA Wealth Partners
Newton,
Massachusetts
|
43,6 Mio. $
|
+695.221 $
|
+11.288
|
+2 %
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
36,6 Mio. $
|
+553.873 $
|
+8.993
|
+2 %
|
|
|
6
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
34 Mio. $
|
+2,36 Mio. $
|
+38.293
|
+8 %
|
|
|
7
|
Harbour Investments
Madison,
Wisconsin
|
19,7 Mio. $
|
-2,06 Mio. $
|
-33.452
|
-10 %
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
18,3 Mio. $
|
+448.864 $
|
+7.288
|
+3 %
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
18,2 Mio. $
|
+100.514 $
|
+1.632
|
+0,6 %
|
|
|
10
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
18 Mio. $
|
+1,08 Mio. $
|
+17.603
|
+7 %
|
|
|
11
|
Karp Capital Management
Sausalito,
California
|
13,2 Mio. $
|
+399.099 $
|
+6.480
|
+3 %
|
|
|
12
|
LPL Financial
San Diego,
California
|
13,1 Mio. $
|
-79.881 $
|
-1.297
|
-0,6 %
|
|
|
13
|
Halpern Financial
Ashburn,
Virginia
|
12,6 Mio. $
|
-6,34 Mio. $
|
-102.979
|
-34 %
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
12 Mio. $
|
+17.245 $
|
+280
|
+0,1 %
|
|
|
15
|
L.J. Altfest & Co
New York
|
11,6 Mio. $
|
+269.269 $
|
+4.372
|
+2 %
|
|
|
16
|
|
11,5 Mio. $
|
-1,49 Mio. $
|
-24.205
|
-12 %
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
11,5 Mio. $
|
-138.946 $
|
-2.256
|
-1 %
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
10,8 Mio. $
|
-192.528 $
|
-3.126
|
-2 %
|
|
|
19
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
10,6 Mio. $
|
+107.597 $
|
+1.747
|
+1 %
|
|
|
20
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
10,3 Mio. $
|
+1,63 Mio. $
|
+26.533
|
+20 %
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
9,8 Mio. $
|
-343.484 $
|
-5.577
|
-4 %
|
|
|
22
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
9,6 Mio. $
|
-801.401 $
|
-13.012
|
-8 %
|
|
|
23
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
8,27 Mio. $
|
+76.679 $
|
+1.245
|
+1 %
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
8,25 Mio. $
|
+122.932 $
|
+1.996
|
+2 %
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
7,71 Mio. $
|
-1,3 Mio. $
|
-21.070
|
-15 %
|
|
