|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
269 Mio. $
|
+73,5 Mio. $
|
+3.000.424
|
+35 %
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
14,9 Mio. $
|
+3,05 Mio. $
|
+124.457
|
+24 %
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
12 Mio. $
|
-2,3 Mio. $
|
-93.960
|
-15 %
|
|
|
4
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
11,4 Mio. $
|
+2,83 Mio. $
|
+115.643
|
+31 %
|
|
|
5
|
|
7,85 Mio. $
|
-1,19 Mio. $
|
-48.533
|
-13 %
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
6,57 Mio. $
|
-1,64 Mio. $
|
-66.874
|
-19 %
|
|
|
7
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
4,36 Mio. $
|
+238.062 $
|
+9.720
|
+5 %
|
|
|
8
|
LPL Financial
San Diego,
California
|
4,24 Mio. $
|
-572.403 $
|
-23.371
|
-11 %
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
3,87 Mio. $
|
+416 $
|
+17
|
+0 %
|
|
|
10
|
First American Trust
Santa Ana,
California
|
3,56 Mio. $
|
+520.210 $
|
+21.240
|
+16 %
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
3,46 Mio. $
|
-3,27 Mio. $
|
-133.522
|
-47 %
|
|
|
12
|
EP Wealth Advisors
Torrance,
California
|
3,39 Mio. $
|
+1,01 Mio. $
|
+41.247
|
+39 %
|
|
|
13
|
SteelPeak Wealth
Woodland Hills,
California
|
2,64 Mio. $
|
-766.649 $
|
-31.302
|
-22 %
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
1,87 Mio. $
|
+1,97 Mio. $
|
+80.628
|
Neu
|
|
|
15
|
KeyBank National Association
Cleveland,
Ohio
|
1,66 Mio. $
|
–
|
–
|
–
|
|
|
16
|
Allworth Financial
Folsom,
California
|
1,53 Mio. $
|
+659.496 $
|
+26.927
|
+69 %
|
|
|
17
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
1,48 Mio. $
|
-340.267 $
|
-13.893
|
-18 %
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
1,43 Mio. $
|
-85.379 $
|
-3.486
|
-5 %
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
1,22 Mio. $
|
+920.434 $
|
+37.581
|
+249 %
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
1,07 Mio. $
|
-27.284 $
|
-1.114
|
-2 %
|
|
|
21
|
McNaughton Wealth Management
San Diego,
California
|
983.000 $
|
-153.540 $
|
-6.269
|
-13 %
|
|
|
22
|
Omega Financial Group
Santa Barbara,
California
|
957.000 $
|
+7.715 $
|
+315
|
+0,8 %
|
|
|
23
|
Pure Financial Advisors
San Diego,
California
|
714.000 $
|
-135.906 $
|
-5.549
|
-15 %
|
|
|
24
|
Brio Consultants
San Francisco,
California
|
686.000 $
|
-16,7 Mio. $
|
-681.768
|
-96 %
|
|
|
25
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
624.000 $
|
-29.268 $
|
-1.195
|
-4 %
|
|
