|
1
|
|
306 Mio. $
|
-5,94 Mio. $
|
-132.904
|
-2 %
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
78,6 Mio. $
|
–
|
–
|
–
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
58,9 Mio. $
|
-1,57 Mio. $
|
-35.021
|
-3 %
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
58,4 Mio. $
|
-11 Mio. $
|
-245.755
|
-16 %
|
|
|
5
|
PFS Investments
Duluth,
Georgia
|
33,1 Mio. $
|
+30,6 Mio. $
|
+685.031
|
Neu
|
|
|
6
|
|
16,4 Mio. $
|
-422.081 $
|
-9.442
|
-3 %
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
14,3 Mio. $
|
+615.866 $
|
+13.777
|
+5 %
|
|
|
8
|
AssetMark Inc
Concord,
California
|
14,2 Mio. $
|
-971.341 $
|
-21.729
|
-7 %
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
13,2 Mio. $
|
+2,16 Mio. $
|
+48.394
|
+20 %
|
|
|
10
|
Legacy Private Trust
Neenah,
Wisconsin
|
12,6 Mio. $
|
-534.910 $
|
-11.966
|
-4 %
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
11,9 Mio. $
|
+224.943 $
|
+5.032
|
+2 %
|
|
|
12
|
Carroll Financial Associates
Charlotte,
North Carolina
|
10,7 Mio. $
|
+138.667 $
|
+3.102
|
+1 %
|
|
|
13
|
RegentAtlantic Capital
Morristown,
New Jersey
|
9,06 Mio. $
|
-28.833 $
|
-645
|
-0,3 %
|
|
|
14
|
Mosaic Financial Partners
San Francisco,
California
|
8,72 Mio. $
|
-499.014 $
|
-11.163
|
-5 %
|
|
|
15
|
Frontier Wealth Management
Kansas City,
Missouri
|
7,42 Mio. $
|
-782.964 $
|
-17.515
|
-10 %
|
|
|
16
|
Arlington Financial Advisors
Santa Barbara,
California
|
6,9 Mio. $
|
+6,34 Mio. $
|
+141.791
|
Neu
|
|
|
17
|
US Bancorp
Minneapolis,
Minnesota
|
6,14 Mio. $
|
-118.596 $
|
-2.653
|
-2 %
|
|
|
18
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
5,22 Mio. $
|
-96.781 $
|
-2.165
|
-2 %
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
5,17 Mio. $
|
+5,09 Mio. $
|
+113.800
|
Neu
|
|
|
20
|
Cetera Advisor Networks
El Segundo,
California
|
4,8 Mio. $
|
+142.914 $
|
+3.197
|
+3 %
|
|
|
21
|
Waverly Advisors
Birmingham,
Alabama
|
4,57 Mio. $
|
+4,5 Mio. $
|
+100.576
|
Neu
|
|
|
22
|
Madison Investment Holdings
Madison,
Wisconsin
|
4,14 Mio. $
|
-70.228 $
|
-1.571
|
-2 %
|
|
|
23
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
3,76 Mio. $
|
-585.692 $
|
-13.102
|
-14 %
|
|
|
24
|
IFC Holdings
Tampa,
Florida
|
3,69 Mio. $
|
+3,63 Mio. $
|
+81.201
|
Neu
|
|
|
25
|
Private Ocean
San Rafael,
California
|
3,45 Mio. $
|
-150.826 $
|
-3.374
|
-4 %
|
|
