|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
210 Mio. $
|
-40,4 Mio. $
|
-1.638.280
|
-16 %
|
|
|
2
|
|
29,6 Mio. $
|
+21,7 Mio. $
|
+881.162
|
+261 %
|
|
|
3
|
Brio Consultants
San Francisco,
California
|
17,6 Mio. $
|
+11,4 Mio. $
|
+462.598
|
+186 %
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
14,8 Mio. $
|
+2,56 Mio. $
|
+103.787
|
+21 %
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
12,6 Mio. $
|
+9,8 Mio. $
|
+396.300
|
+324 %
|
|
|
6
|
|
9,42 Mio. $
|
-3,26 Mio. $
|
-132.443
|
-25 %
|
|
|
7
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
9,12 Mio. $
|
+3,36 Mio. $
|
+136.564
|
+57 %
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
8,52 Mio. $
|
-6,46 Mio. $
|
-262.256
|
-43 %
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
6,88 Mio. $
|
+2,92 Mio. $
|
+118.642
|
+72 %
|
|
|
10
|
LPL Financial
San Diego,
California
|
5,02 Mio. $
|
+447.273 $
|
+18.158
|
+10 %
|
|
|
11
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
4,41 Mio. $
|
+252.924 $
|
+10.268
|
+6 %
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
4,08 Mio. $
|
-259.698 $
|
-10.543
|
-6 %
|
|
|
13
|
SteelPeak Wealth
Woodland Hills,
California
|
3,54 Mio. $
|
+83.750 $
|
+3.400
|
+2 %
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
3,37 Mio. $
|
+3,02 Mio. $
|
+122.414
|
+757 %
|
|
|
15
|
First American Trust
Santa Ana,
California
|
3,22 Mio. $
|
-114.787 $
|
-4.660
|
-3 %
|
|
|
16
|
EP Wealth Advisors
Torrance,
California
|
2,56 Mio. $
|
+2,14 Mio. $
|
+86.728
|
+471 %
|
|
|
17
|
Regis Management Company
Menlo Park,
California
|
2,43 Mio. $
|
–
|
–
|
–
|
|
|
18
|
Flow Traders U.S.
New York
|
2,06 Mio. $
|
+2,09 Mio. $
|
+84.712
|
Neu
|
|
|
19
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
1,89 Mio. $
|
-150.676 $
|
-6.117
|
-7 %
|
|
|
20
|
KeyBank National Association
Cleveland,
Ohio
|
1,74 Mio. $
|
+49.560 $
|
+2.012
|
+3 %
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
1,59 Mio. $
|
-257.826 $
|
-10.467
|
-14 %
|
|
|
22
|
WealthSource Partners
San Luis Obispo,
California
|
1,46 Mio. $
|
+802.052 $
|
+32.561
|
+118 %
|
|
|
23
|
Renaissance Technologies
New York
|
1,26 Mio. $
|
+927.455 $
|
+37.652
|
+263 %
|
|
|
24
|
McNaughton Wealth Management
San Diego,
California
|
1,18 Mio. $
|
-467.964 $
|
-18.998
|
-28 %
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
1,15 Mio. $
|
+115.772 $
|
+4.700
|
+11 %
|
|
