|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
51,3 Mio. $
|
-1,87 Mio. $
|
-21.717
|
-4 %
|
|
|
2
|
|
48,6 Mio. $
|
-572.925 $
|
-6.649
|
-1 %
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
35,1 Mio. $
|
+3,25 Mio. $
|
+37.767
|
+11 %
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
31,4 Mio. $
|
-211.971 $
|
-2.460
|
-0,7 %
|
|
|
5
|
Efficient Advisors
Mason,
Ohio
|
18,3 Mio. $
|
-486.155 $
|
-5.642
|
-3 %
|
|
|
6
|
|
16,4 Mio. $
|
-977.393 $
|
-11.343
|
-6 %
|
|
|
7
|
One Capital Management
Westlake Village,
California
|
13,7 Mio. $
|
+592.226 $
|
+6.873
|
+5 %
|
|
|
8
|
RegentAtlantic Capital
Morristown,
New Jersey
|
12,6 Mio. $
|
-197.323 $
|
-2.290
|
-2 %
|
|
|
9
|
Alesco Advisors
Pittsford,
New York
|
11,1 Mio. $
|
-94.611 $
|
-1.098
|
-0,9 %
|
|
|
10
|
BOK Financial Private Wealth
Denver,
Colorado
|
10,6 Mio. $
|
-1,1 Mio. $
|
-12.783
|
-10 %
|
|
|
11
|
Dowling & Yahnke
San Diego,
California
|
10,4 Mio. $
|
+8.358 $
|
+97
|
+0,1 %
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
10,1 Mio. $
|
+273.150 $
|
+3.170
|
+3 %
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
9,3 Mio. $
|
-723.717 $
|
-8.399
|
-7 %
|
|
|
14
|
Charles Schwab
San Francisco,
California
|
9,11 Mio. $
|
-2,45 Mio. $
|
-28.412
|
-22 %
|
|
|
15
|
Monroe Bank & Trust
Monroe,
Michigan
|
9,06 Mio. $
|
+117.704 $
|
+1.366
|
+1 %
|
|
|
16
|
Silvercrest Asset Management
New York
|
6,83 Mio. $
|
+48.254 $
|
+560
|
+0,7 %
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
6,69 Mio. $
|
-2,63 Mio. $
|
-30.544
|
-29 %
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
5,81 Mio. $
|
-125.028 $
|
-1.451
|
-2 %
|
|
|
19
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
5,42 Mio. $
|
+346.909 $
|
+4.026
|
+7 %
|
|
|
20
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
5,2 Mio. $
|
-51.614 $
|
-599
|
-1 %
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
3,86 Mio. $
|
+284.955 $
|
+3.307
|
+8 %
|
|
|
22
|
WESCAP Management Group
Glendale,
California
|
3,84 Mio. $
|
+36.276 $
|
+421
|
+1 %
|
|
|
23
|
Parkside Advisors
Berkeley,
California
|
3,7 Mio. $
|
-15.079 $
|
-175
|
-0,4 %
|
|
|
24
|
Smith, Moore & Co
Clayton,
Missouri
|
3,68 Mio. $
|
+115.464 $
|
+1.340
|
+3 %
|
|
|
25
|
LPL Financial
San Diego,
California
|
3,6 Mio. $
|
+312.700 $
|
+3.629
|
+10 %
|
|
