|
1
|
|
251 Mio. $
|
-228 Mio. $
|
-5.815.627
|
-48 %
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
69,4 Mio. $
|
+6,21 Mio. $
|
+158.400
|
+10 %
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
57,2 Mio. $
|
-1,27 Mio. $
|
-32.383
|
-2 %
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
50,2 Mio. $
|
+30,8 Mio. $
|
+785.080
|
+168 %
|
|
|
5
|
|
16,1 Mio. $
|
+15,7 Mio. $
|
+401.322
|
Neu
|
|
|
6
|
|
14,8 Mio. $
|
+4,05 Mio. $
|
+103.183
|
+39 %
|
|
|
7
|
AssetMark Inc
Concord,
California
|
12,7 Mio. $
|
+446.585 $
|
+11.383
|
+4 %
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
11,3 Mio. $
|
+1,39 Mio. $
|
+35.344
|
+14 %
|
|
|
9
|
Kinsight LLC
Birmingham,
Alabama
|
9,29 Mio. $
|
-657.421 $
|
-16.757
|
-7 %
|
|
|
10
|
Carroll Financial Associates
Charlotte,
North Carolina
|
9,25 Mio. $
|
+2,86 Mio. $
|
+72.855
|
+46 %
|
|
|
11
|
Legacy Private Trust
Neenah,
Wisconsin
|
8,21 Mio. $
|
+3,57 Mio. $
|
+91.121
|
+80 %
|
|
|
12
|
RegentAtlantic Capital
Morristown,
New Jersey
|
8,18 Mio. $
|
-739.142 $
|
-18.840
|
-8 %
|
|
|
13
|
Mosaic Financial Partners
San Francisco,
California
|
7,96 Mio. $
|
-539.605 $
|
-13.754
|
-6 %
|
|
|
14
|
Frontier Wealth Management
Kansas City,
Missouri
|
7,65 Mio. $
|
-527.090 $
|
-13.435
|
-7 %
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
6,99 Mio. $
|
-132.057 $
|
-3.366
|
-2 %
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
6,79 Mio. $
|
+2,46 Mio. $
|
+62.725
|
+59 %
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
6,54 Mio. $
|
+1,13 Mio. $
|
+28.814
|
+21 %
|
|
|
18
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
5,02 Mio. $
|
–
|
–
|
–
|
|
|
19
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
4,43 Mio. $
|
-625.878 $
|
-15.953
|
-13 %
|
|
|
20
|
HSBC Holdings
London,
United Kingdom
|
4,38 Mio. $
|
+4,29 Mio. $
|
+109.326
|
Neu
|
|
|
21
|
Cetera Advisor Networks
El Segundo,
California
|
4,28 Mio. $
|
+1,35 Mio. $
|
+34.479
|
+48 %
|
|
|
22
|
Madison Investment Holdings
Madison,
Wisconsin
|
3,63 Mio. $
|
+392.875 $
|
+10.014
|
+12 %
|
|
|
23
|
Private Ocean
San Rafael,
California
|
3,26 Mio. $
|
-63.361 $
|
-1.615
|
-2 %
|
|
|
24
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
2,31 Mio. $
|
-190.121 $
|
-4.846
|
-8 %
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
2,24 Mio. $
|
+1,91 Mio. $
|
+48.808
|
+698 %
|
|
