|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
321 Mio. $
|
+113 Mio. $
|
+4.647.696
|
+51 %
|
|
|
2
|
First Foundation Advisors
Irvine,
California
|
27,5 Mio. $
|
+12,7 Mio. $
|
+520.876
|
+80 %
|
|
|
3
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
17,9 Mio. $
|
+4,85 Mio. $
|
+199.429
|
+35 %
|
|
|
4
|
Miracle Mile Advisors
Los Angeles,
California
|
16,7 Mio. $
|
+16,8 Mio. $
|
+690.600
|
+3.578 %
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
15,9 Mio. $
|
+2,55 Mio. $
|
+104.959
|
+18 %
|
|
|
6
|
|
12,7 Mio. $
|
+13,1 Mio. $
|
+539.694
|
+20.305 %
|
|
|
7
|
|
11,4 Mio. $
|
-357.483 $
|
-14.707
|
-3 %
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
8,82 Mio. $
|
+667.689 $
|
+27.469
|
+8 %
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
7,74 Mio. $
|
-5,19 Mio. $
|
-213.534
|
-39 %
|
|
|
10
|
LPL Financial
San Diego,
California
|
6,9 Mio. $
|
+1,71 Mio. $
|
+70.488
|
+32 %
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
6,24 Mio. $
|
+219.517 $
|
+9.031
|
+4 %
|
|
|
12
|
Boyd Wealth Management
Sacramento,
California
|
5,69 Mio. $
|
+514.433 $
|
+21.164
|
+10 %
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
4,66 Mio. $
|
+4,4 Mio. $
|
+181.088
|
+1.047 %
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
4,6 Mio. $
|
+4,76 Mio. $
|
+195.982
|
Neu
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
4,55 Mio. $
|
+90.155 $
|
+3.709
|
+2 %
|
|
|
16
|
WealthSource Partners
San Luis Obispo,
California
|
3,85 Mio. $
|
+1,82 Mio. $
|
+74.874
|
+84 %
|
|
|
17
|
Affinity Capital Advisors
Berkeley,
California
|
3,58 Mio. $
|
+2,38 Mio. $
|
+97.926
|
+179 %
|
|
|
18
|
First American Trust
Santa Ana,
California
|
3,54 Mio. $
|
+99.124 $
|
+4.078
|
+3 %
|
|
|
19
|
SteelPeak Wealth
Woodland Hills,
California
|
3,47 Mio. $
|
-395.864 $
|
-16.286
|
-10 %
|
|
|
20
|
Pure Financial Advisors
San Diego,
California
|
3,18 Mio. $
|
+1,45 Mio. $
|
+59.762
|
+79 %
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
2,63 Mio. $
|
+1,23 Mio. $
|
+50.477
|
+82 %
|
|
|
22
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
2,6 Mio. $
|
-2,23 Mio. $
|
-91.761
|
-45 %
|
|
|
23
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
2,6 Mio. $
|
-2,23 Mio. $
|
-91.761
|
-45 %
|
|
|
24
|
Allworth Financial
Folsom,
California
|
2,08 Mio. $
|
+273.989 $
|
+11.272
|
+15 %
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
1,83 Mio. $
|
-557.384 $
|
-22.931
|
-23 %
|
|
