|
1
|
|
230 Mio. $
|
+46,7 Mio. $
|
+1.309.081
|
+25 %
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
52,2 Mio. $
|
+12,5 Mio. $
|
+348.880
|
+30 %
|
|
|
3
|
United Services Automobile Association
San Antonio,
Texas
|
49,7 Mio. $
|
+356.902 $
|
+10.000
|
+0,7 %
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
19,9 Mio. $
|
+9.030 $
|
+253
|
+0 %
|
|
|
5
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
12,9 Mio. $
|
-7,67 Mio. $
|
-214.832
|
-36 %
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
11,6 Mio. $
|
-2,56 Mio. $
|
-71.805
|
-18 %
|
|
|
7
|
|
11,2 Mio. $
|
+1,02 Mio. $
|
+28.499
|
+10 %
|
|
|
8
|
Kinsight LLC
Birmingham,
Alabama
|
9,5 Mio. $
|
+23.520 $
|
+659
|
+0,2 %
|
|
|
9
|
AssetMark Inc
Concord,
California
|
8,05 Mio. $
|
+1,29 Mio. $
|
+36.238
|
+18 %
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
7,59 Mio. $
|
+436.670 $
|
+12.235
|
+6 %
|
|
|
11
|
Mosaic Financial Partners
San Francisco,
California
|
6,96 Mio. $
|
+631.324 $
|
+17.689
|
+10 %
|
|
|
12
|
Frontier Wealth Management
Kansas City,
Missouri
|
6,68 Mio. $
|
+63.921 $
|
+1.791
|
+0,9 %
|
|
|
13
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
5,75 Mio. $
|
-152.825 $
|
-4.282
|
-3 %
|
|
|
14
|
Legacy Private Trust
Neenah,
Wisconsin
|
5 Mio. $
|
+4,25 Mio. $
|
+118.976
|
+464 %
|
|
|
15
|
HSBC Holdings
London,
United Kingdom
|
4,42 Mio. $
|
-389.095 $
|
-10.902
|
-8 %
|
|
|
16
|
Carroll Financial Associates
Charlotte,
North Carolina
|
4,1 Mio. $
|
+2,91 Mio. $
|
+81.432
|
+219 %
|
|
|
17
|
RegentAtlantic Capital
Morristown,
New Jersey
|
3,93 Mio. $
|
+355.260 $
|
+9.954
|
+10 %
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
3,34 Mio. $
|
-1,16 Mio. $
|
-32.481
|
-25 %
|
|
|
19
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
3,32 Mio. $
|
-160.142 $
|
-4.487
|
-4 %
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
3,07 Mio. $
|
+3,17 Mio. $
|
+88.760
|
Neu
|
|
|
21
|
Private Ocean
San Rafael,
California
|
2,89 Mio. $
|
-56.498 $
|
-1.583
|
-2 %
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
2,3 Mio. $
|
+1,31 Mio. $
|
+36.629
|
+124 %
|
|
|
23
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
2,27 Mio. $
|
-300.690 $
|
-8.425
|
-11 %
|
|
|
24
|
Madison Investment Holdings
Madison,
Wisconsin
|
2,15 Mio. $
|
-774.513 $
|
-21.701
|
-26 %
|
|
|
25
|
SVA Wealth Management
Madison,
Wisconsin
|
1,79 Mio. $
|
+20.165 $
|
+565
|
+1 %
|
|
