|
1
|
Charles Schwab
San Francisco,
California
|
1,1 Mrd. $
|
+76,3 Mio. $
|
+3.281.158
|
+7 %
|
|
|
2
|
Avantax Planning Partners
Dubuque,
Iowa
|
148 Mio. $
|
+2,58 Mio. $
|
+110.876
|
+2 %
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
139 Mio. $
|
+11 Mio. $
|
+474.650
|
+9 %
|
|
|
4
|
Financial Engines Advisors
Santa Clara,
California
|
114 Mio. $
|
+3,63 Mio. $
|
+156.024
|
+3 %
|
|
|
5
|
Rational Advisors
Huntington,
New York
|
111 Mio. $
|
-1,99 Mio. $
|
-85.638
|
-2 %
|
|
|
6
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
92,5 Mio. $
|
-10,2 Mio. $
|
-436.456
|
-10 %
|
|
|
7
|
Rockbridge Investment Management
Syracuse,
New York
|
90,8 Mio. $
|
+6,04 Mio. $
|
+259.510
|
+7 %
|
|
|
8
|
|
88,4 Mio. $
|
-277.908 $
|
-11.944
|
-0,3 %
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
82,2 Mio. $
|
-2,18 Mio. $
|
-93.538
|
-3 %
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
74,2 Mio. $
|
-20,2 Mio. $
|
-870.082
|
-21 %
|
|
|
11
|
Baker Avenue Asset Management
San Francisco,
California
|
73,5 Mio. $
|
+2,65 Mio. $
|
+113.940
|
+4 %
|
|
|
12
|
McAdam LLC
Philadelphia,
Pennsylvania
|
68,1 Mio. $
|
+3,44 Mio. $
|
+147.632
|
+5 %
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
47,7 Mio. $
|
+680.158 $
|
+29.232
|
+1 %
|
|
|
14
|
Destination Wealth Management
Walnut Creek,
California
|
46,6 Mio. $
|
-4,71 Mio. $
|
-202.506
|
-9 %
|
|
|
15
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
45,8 Mio. $
|
+7,62 Mio. $
|
+327.298
|
+20 %
|
|
|
16
|
Charles Schwab Trust
Henderson,
Nevada
|
45,2 Mio. $
|
+4,75 Mio. $
|
+204.092
|
+12 %
|
|
|
17
|
Hengehold Capital Management
Cincinnati,
Ohio
|
44,6 Mio. $
|
-34.110 $
|
-1.466
|
-0,1 %
|
|
|
18
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
43,3 Mio. $
|
-2,63 Mio. $
|
-113.000
|
-6 %
|
|
|
19
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
41,6 Mio. $
|
+1,12 Mio. $
|
+48.278
|
+3 %
|
|
|
20
|
Total Wealth Planning
Cincinnati,
Ohio
|
36,1 Mio. $
|
+752.102 $
|
+32.324
|
+2 %
|
|
|
21
|
Horst & Graben Wealth Management
Portland,
Oregon
|
33,7 Mio. $
|
+1,19 Mio. $
|
+51.058
|
+4 %
|
|
|
22
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
31 Mio. $
|
+4,16 Mio. $
|
+178.842
|
+15 %
|
|
|
23
|
Sequoia Financial Advisors
Akron,
Ohio
|
27,8 Mio. $
|
-2,12 Mio. $
|
-90.998
|
-7 %
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
26,3 Mio. $
|
-17,7 Mio. $
|
-760.524
|
-40 %
|
|
|
25
|
Theory Financial
Fort Collins,
Colorado
|
25,9 Mio. $
|
+560.749 $
|
+24.100
|
+2 %
|
|
