|
1
|
Charles Schwab
San Francisco,
California
|
29,9 Mio. $
|
-2,96 Mio. $
|
-114.312
|
-9 %
|
|
|
2
|
Charles Schwab Trust
Henderson,
Nevada
|
20,9 Mio. $
|
+6,89 Mio. $
|
+265.858
|
+48 %
|
|
|
3
|
Fort Point Capital Partners
San Francisco,
California
|
20,4 Mio. $
|
+20,6 Mio. $
|
+796.024
|
Neu
|
|
|
4
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
13,9 Mio. $
|
+1,52 Mio. $
|
+58.543
|
+12 %
|
|
|
5
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
12,7 Mio. $
|
+56.736 $
|
+2.190
|
+0,4 %
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
11,3 Mio. $
|
+3,69 Mio. $
|
+142.396
|
+48 %
|
|
|
7
|
CGN Advisors
Manhattan,
Kansas
|
7,86 Mio. $
|
+2,15 Mio. $
|
+83.033
|
+37 %
|
|
|
8
|
Beaird Harris Wealth Management
Dallas,
Texas
|
5,86 Mio. $
|
-305.703 $
|
-11.800
|
-5 %
|
|
|
9
|
RWA Wealth Partners
Newton,
Massachusetts
|
3,62 Mio. $
|
+49.741 $
|
+1.920
|
+1 %
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
3,23 Mio. $
|
+994.829 $
|
+38.400
|
+44 %
|
|
|
11
|
MYeCFO
La Jolla,
California
|
3,23 Mio. $
|
+18.912 $
|
+730
|
+0,6 %
|
|
|
12
|
|
2,45 Mio. $
|
+503.632 $
|
+19.440
|
+26 %
|
|
|
13
|
O'Rourke & Company
Boston,
Massachusetts
|
2,27 Mio. $
|
+128.499 $
|
+4.960
|
+6 %
|
|
|
14
|
VanderPol Investments
Caledonia,
Michigan
|
2,06 Mio. $
|
-66.892 $
|
-2.582
|
-3 %
|
|
|
15
|
Jones Financial Companies
Des Peres,
Missouri
|
2,05 Mio. $
|
+2,07 Mio. $
|
+79.761
|
Neu
|
|
|
16
|
Northeast Financial Group
Tannersville,
Pennsylvania
|
1,67 Mio. $
|
+1,69 Mio. $
|
+65.185
|
Neu
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
1,63 Mio. $
|
+14.948 $
|
+577
|
+0,9 %
|
|
|
18
|
United Capital Financial Advisors
Irving,
Texas
|
1,49 Mio. $
|
+780.163 $
|
+30.114
|
+108 %
|
|
|
19
|
Columbus Macro
New Castle,
Pennsylvania
|
1,46 Mio. $
|
+669.644 $
|
+25.848
|
+83 %
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
1,44 Mio. $
|
-13.135 $
|
-507
|
-0,9 %
|
|
|
21
|
Carl Stuart Investment Advisor
Austin,
Texas
|
1,42 Mio. $
|
+1,44 Mio. $
|
+55.424
|
Neu
|
|
|
22
|
Meridian Wealth Management
Lexington,
Kentucky
|
1,42 Mio. $
|
+1,02 Mio. $
|
+39.311
|
+247 %
|
|
|
23
|
TrinityPoint Wealth
Milford,
Connecticut
|
1,2 Mio. $
|
-855 $
|
-33
|
-0,1 %
|
|
|
24
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
1,19 Mio. $
|
+548.477 $
|
+21.171
|
+85 %
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
1,1 Mio. $
|
+66.400 $
|
+2.563
|
+6 %
|
|
