|
1
|
|
150 Mio. $
|
+31,7 Mio. $
|
+1.028.794
|
+24 %
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
105 Mio. $
|
-59,8 Mio. $
|
-1.944.562
|
-34 %
|
|
|
3
|
|
61,1 Mio. $
|
+370.050 $
|
+12.028
|
+0,6 %
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
41,8 Mio. $
|
-3,72 Mio. $
|
-120.762
|
-7 %
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
38,9 Mio. $
|
+5,64 Mio. $
|
+183.368
|
+15 %
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
27 Mio. $
|
+7,14 Mio. $
|
+232.080
|
+31 %
|
|
|
7
|
Colony Group
Boston,
Massachusetts
|
25,9 Mio. $
|
+4,46 Mio. $
|
+144.932
|
+18 %
|
|
|
8
|
|
16,7 Mio. $
|
+1,71 Mio. $
|
+55.663
|
+10 %
|
|
|
9
|
SigFig Wealth Management
San Francisco,
California
|
11,1 Mio. $
|
+1,42 Mio. $
|
+46.089
|
+13 %
|
|
|
10
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
9,8 Mio. $
|
+10,8 Mio. $
|
+352.240
|
Neu
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
9,31 Mio. $
|
-13,1 Mio. $
|
-426.868
|
-56 %
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
8,53 Mio. $
|
+3,04 Mio. $
|
+98.776
|
+45 %
|
|
|
13
|
Phillips Financial Management
Fort Wayne,
Indiana
|
8,42 Mio. $
|
+7,55 Mio. $
|
+245.322
|
+430 %
|
|
|
14
|
Lucia Wealth Services
San Diego,
California
|
8,02 Mio. $
|
-3,15 Mio. $
|
-102.281
|
-26 %
|
|
|
15
|
Sun Life Financial
Toronto,
Ontario, Canada
|
7,92 Mio. $
|
–
|
–
|
–
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
7,88 Mio. $
|
+3,72 Mio. $
|
+120.777
|
+75 %
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
7,43 Mio. $
|
+194.285 $
|
+6.315
|
+2 %
|
|
|
18
|
|
7,13 Mio. $
|
-3,43 Mio. $
|
-111.335
|
-30 %
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
6,81 Mio. $
|
+7,52 Mio. $
|
+244.510
|
Neu
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
6,6 Mio. $
|
+4,17 Mio. $
|
+135.453
|
+134 %
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
6,28 Mio. $
|
-884.575 $
|
-28.752
|
-11 %
|
|
|
22
|
Trilogy Capital
Irvine,
California
|
5,3 Mio. $
|
-255.140 $
|
-8.293
|
-4 %
|
|
|
23
|
Cerity Partners OCIO
New York
|
5,08 Mio. $
|
+870.362 $
|
+28.290
|
+18 %
|
|
|
24
|
First Foundation Advisors
Irvine,
California
|
4,96 Mio. $
|
-2,47 Mio. $
|
-80.281
|
-31 %
|
|
|
25
|
|
4,88 Mio. $
|
-468.592 $
|
-15.231
|
-8 %
|
|
