|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
65,4 Mio. $
|
+64,1 Mio. $
|
+2.499.136
|
+3.133 %
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
29,6 Mio. $
|
+64.844 $
|
+2.529
|
+0,2 %
|
|
|
3
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
17 Mio. $
|
+3,32 Mio. $
|
+129.549
|
+24 %
|
|
|
4
|
Fort Point Capital Partners
San Francisco,
California
|
16,6 Mio. $
|
-3,67 Mio. $
|
-143.329
|
-18 %
|
|
|
5
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
14,2 Mio. $
|
+1,99 Mio. $
|
+77.781
|
+16 %
|
|
|
6
|
Charles Schwab Trust
Henderson,
Nevada
|
13,4 Mio. $
|
-7,36 Mio. $
|
-286.901
|
-35 %
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
11,7 Mio. $
|
+489.294 $
|
+19.083
|
+4 %
|
|
|
8
|
Rochester Wealth Strategies
Rochester,
Michigan
|
6,27 Mio. $
|
+6,34 Mio. $
|
+247.319
|
Neu
|
|
|
9
|
CGN Advisors
Manhattan,
Kansas
|
5,94 Mio. $
|
-1,85 Mio. $
|
-72.082
|
-24 %
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
5,61 Mio. $
|
+2,44 Mio. $
|
+95.209
|
+76 %
|
|
|
11
|
|
5,44 Mio. $
|
+3,05 Mio. $
|
+119.105
|
+125 %
|
|
|
12
|
Beaird Harris Wealth Management
Dallas,
Texas
|
5,37 Mio. $
|
-425.116 $
|
-16.580
|
-7 %
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
4,43 Mio. $
|
+2,98 Mio. $
|
+116.383
|
+200 %
|
|
|
14
|
Perigon Wealth Management
San Francisco,
California
|
4,19 Mio. $
|
+4,23 Mio. $
|
+165.158
|
Neu
|
|
|
15
|
RWA Wealth Partners
Newton,
Massachusetts
|
3,48 Mio. $
|
-96.125 $
|
-3.749
|
-3 %
|
|
|
16
|
MYeCFO
La Jolla,
California
|
3,36 Mio. $
|
+191.584 $
|
+7.472
|
+6 %
|
|
|
17
|
O'Rourke & Company
Boston,
Massachusetts
|
2,25 Mio. $
|
+2.231 $
|
+87
|
+0,1 %
|
|
|
18
|
VanderPol Investments
Caledonia,
Michigan
|
2,19 Mio. $
|
+159.406 $
|
+6.217
|
+8 %
|
|
|
19
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
2,06 Mio. $
|
+895.462 $
|
+34.924
|
+76 %
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
1,65 Mio. $
|
+1,67 Mio. $
|
+65.000
|
Neu
|
|
|
21
|
Columbus Macro
New Castle,
Pennsylvania
|
1,52 Mio. $
|
+81.485 $
|
+3.178
|
+6 %
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
1,49 Mio. $
|
+72.998 $
|
+2.847
|
+5 %
|
|
|
23
|
Creative Financial Designs
Kokomo,
Indiana
|
1,46 Mio. $
|
+656.828 $
|
+25.617
|
+80 %
|
|
|
24
|
Meridian Wealth Management
Lexington,
Kentucky
|
1,45 Mio. $
|
+53.588 $
|
+2.090
|
+4 %
|
|
|
25
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
1,45 Mio. $
|
-168.739 $
|
-6.581
|
-10 %
|
|
