|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
223 Mio. $
|
-1,38 Mio. $
|
-56.054
|
-0,6 %
|
|
|
2
|
First Foundation Advisors
Irvine,
California
|
16 Mio. $
|
+15,8 Mio. $
|
+639.851
|
+6.180 %
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
14,1 Mio. $
|
+1,35 Mio. $
|
+54.696
|
+11 %
|
|
|
4
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
13,9 Mio. $
|
+6,83 Mio. $
|
+277.082
|
+96 %
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
13,4 Mio. $
|
-442.056 $
|
-17.944
|
-3 %
|
|
|
6
|
|
12,3 Mio. $
|
+238.002 $
|
+9.661
|
+2 %
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
8,58 Mio. $
|
-56.489 $
|
-2.293
|
-0,7 %
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
7,81 Mio. $
|
+1,95 Mio. $
|
+79.056
|
+64 %
|
|
|
9
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
7,81 Mio. $
|
+1,95 Mio. $
|
+79.056
|
+64 %
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
6,33 Mio. $
|
+226.374 $
|
+9.189
|
+4 %
|
|
|
11
|
LPL Financial
San Diego,
California
|
5,5 Mio. $
|
+749.701 $
|
+30.432
|
+16 %
|
|
|
12
|
Boyd Wealth Management
Sacramento,
California
|
5,46 Mio. $
|
+5,46 Mio. $
|
+221.449
|
Neu
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
4,69 Mio. $
|
-149.881 $
|
-6.084
|
-3 %
|
|
|
14
|
SteelPeak Wealth
Woodland Hills,
California
|
4,05 Mio. $
|
+91.766 $
|
+3.725
|
+2 %
|
|
|
15
|
First American Trust
Santa Ana,
California
|
3,62 Mio. $
|
-15.594 $
|
-633
|
-0,4 %
|
|
|
16
|
|
3,07 Mio. $
|
-5,68 Mio. $
|
-230.475
|
-65 %
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
2,48 Mio. $
|
-694.420 $
|
-28.188
|
-22 %
|
|
|
18
|
WealthSource Partners
San Luis Obispo,
California
|
2,2 Mio. $
|
+33.085 $
|
+1.343
|
+2 %
|
|
|
19
|
Flow Traders U.S.
New York
|
2,14 Mio. $
|
+2,14 Mio. $
|
+87.052
|
Neu
|
|
|
20
|
Allworth Financial
Folsom,
California
|
1,91 Mio. $
|
+162.765 $
|
+6.607
|
+9 %
|
|
|
21
|
Pure Financial Advisors
San Diego,
California
|
1,87 Mio. $
|
+11.258 $
|
+457
|
+0,6 %
|
|
|
22
|
KeyBank National Association
Cleveland,
Ohio
|
1,81 Mio. $
|
+119.875 $
|
+4.866
|
+7 %
|
|
|
23
|
Prospera Financial Services
Dallas,
Texas
|
1,68 Mio. $
|
+1,68 Mio. $
|
+68.166
|
Neu
|
|
|
24
|
SimpliFi Inc
San Diego,
California
|
1,59 Mio. $
|
+638.104 $
|
+25.902
|
+67 %
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
1,52 Mio. $
|
-198.733 $
|
-8.067
|
-12 %
|
|
