|
1
|
Charles Schwab
San Francisco,
California
|
240 Mio. $
|
+240 Mio. $
|
+9.740.441
|
Neu
|
|
|
2
|
Miracle Mile Advisors
Los Angeles,
California
|
52,2 Mio. $
|
+12,8 Mio. $
|
+519.838
|
+33 %
|
|
|
3
|
First Foundation Advisors
Irvine,
California
|
38,4 Mio. $
|
-3,05 Mio. $
|
-123.722
|
-7 %
|
|
|
4
|
Stratos Wealth Partners
Beachwood,
Ohio
|
34,1 Mio. $
|
+102.716 $
|
+4.169
|
+0,3 %
|
|
|
5
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
25,3 Mio. $
|
+1,36 Mio. $
|
+55.382
|
+6 %
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
21,4 Mio. $
|
-7,25 Mio. $
|
-294.426
|
-25 %
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
20,6 Mio. $
|
+4,78 Mio. $
|
+194.154
|
+30 %
|
|
|
8
|
EP Wealth Advisors
Torrance,
California
|
18,8 Mio. $
|
-23.135 $
|
-939
|
-0,1 %
|
|
|
9
|
|
15,1 Mio. $
|
+3,75 Mio. $
|
+152.096
|
+33 %
|
|
|
10
|
|
12 Mio. $
|
+11,9 Mio. $
|
+484.789
|
Neu
|
|
|
11
|
LPL Financial
San Diego,
California
|
9,8 Mio. $
|
-116.119 $
|
-4.713
|
-1 %
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
8,26 Mio. $
|
+850.754 $
|
+34.530
|
+11 %
|
|
|
13
|
Fidelity Investments
Boston,
Massachusetts
|
6,82 Mio. $
|
-273.926 $
|
-11.118
|
-4 %
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
6,61 Mio. $
|
-11,2 Mio. $
|
-454.672
|
-63 %
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
6,46 Mio. $
|
+392.066 $
|
+15.913
|
+6 %
|
|
|
16
|
Allworth Financial
Folsom,
California
|
5,31 Mio. $
|
+677.523 $
|
+27.499
|
+15 %
|
|
|
17
|
Boyd Wealth Management
Sacramento,
California
|
4,87 Mio. $
|
+4,86 Mio. $
|
+197.318
|
Neu
|
|
|
18
|
First American Trust
Santa Ana,
California
|
4,09 Mio. $
|
+79.409 $
|
+3.223
|
+2 %
|
|
|
19
|
SteelPeak Wealth
Woodland Hills,
California
|
2,94 Mio. $
|
-433.754 $
|
-17.605
|
-13 %
|
|
|
20
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
2,76 Mio. $
|
+2,76 Mio. $
|
+111.881
|
Neu
|
|
|
21
|
KeyBank National Association
Cleveland,
Ohio
|
2,7 Mio. $
|
+1,04 Mio. $
|
+42.414
|
+63 %
|
|
|
22
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
2,62 Mio. $
|
–
|
–
|
–
|
|
|
23
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
2,62 Mio. $
|
–
|
–
|
–
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
2,33 Mio. $
|
-417.567 $
|
-16.948
|
-15 %
|
|
|
25
|
|
2,3 Mio. $
|
+2,04 Mio. $
|
+82.874
|
+812 %
|
|
