|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
225 Mio. $
|
+1,46 Mio. $
|
+59.235
|
+0,7 %
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
13,9 Mio. $
|
+5,44 Mio. $
|
+221.589
|
+65 %
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
12,9 Mio. $
|
-774.312 $
|
-31.518
|
-6 %
|
|
|
4
|
|
12,1 Mio. $
|
-504.637 $
|
-20.541
|
-4 %
|
|
|
5
|
|
8,8 Mio. $
|
-26 Mio. $
|
-1.058.439
|
-75 %
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
8,68 Mio. $
|
-288.052 $
|
-11.725
|
-3 %
|
|
|
7
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
7,13 Mio. $
|
+1,77 Mio. $
|
+71.856
|
+33 %
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
6,14 Mio. $
|
-461.570 $
|
-18.788
|
-7 %
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
4,86 Mio. $
|
+1,38 Mio. $
|
+56.160
|
+40 %
|
|
|
10
|
LPL Financial
San Diego,
California
|
4,78 Mio. $
|
+783.967 $
|
+31.911
|
+20 %
|
|
|
11
|
SteelPeak Wealth
Woodland Hills,
California
|
3,98 Mio. $
|
+2,05 Mio. $
|
+83.348
|
+108 %
|
|
|
12
|
First American Trust
Santa Ana,
California
|
3,65 Mio. $
|
+197.374 $
|
+8.034
|
+6 %
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
3,2 Mio. $
|
-62.892 $
|
-2.560
|
-2 %
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
3,06 Mio. $
|
+1,03 Mio. $
|
+41.754
|
+51 %
|
|
|
15
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
3,06 Mio. $
|
+2,17 Mio. $
|
+88.360
|
+252 %
|
|
|
16
|
WealthSource Partners
San Luis Obispo,
California
|
2,18 Mio. $
|
+156.101 $
|
+6.354
|
+8 %
|
|
|
17
|
Pure Financial Advisors
San Diego,
California
|
1,86 Mio. $
|
+13.537 $
|
+551
|
+0,7 %
|
|
|
18
|
Allworth Financial
Folsom,
California
|
1,76 Mio. $
|
+378.828 $
|
+15.420
|
+28 %
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
1,72 Mio. $
|
+407.154 $
|
+16.573
|
+31 %
|
|
|
20
|
KeyBank National Association
Cleveland,
Ohio
|
1,7 Mio. $
|
-45.843 $
|
-1.866
|
-3 %
|
|
|
21
|
McNaughton Wealth Management
San Diego,
California
|
1,39 Mio. $
|
+100.087 $
|
+4.074
|
+8 %
|
|
|
22
|
Lodestar Private Asset Management
Alamo,
California
|
1,11 Mio. $
|
-28.842 $
|
-1.174
|
-3 %
|
|
|
23
|
Omega Financial Group
Santa Barbara,
California
|
1,04 Mio. $
|
+7.198 $
|
+293
|
+0,7 %
|
|
|
24
|
SimpliFi Inc
San Diego,
California
|
956.430 $
|
+948.593 $
|
+38.612
|
Neu
|
|
|
25
|
Warren Street Wealth Advisors
Newport Beach,
California
|
706.861 $
|
-31.667 $
|
-1.289
|
-4 %
|
|
