|
1
|
Charles Schwab
San Francisco,
California
|
1,33 Mrd. $
|
+1,29 Mrd. $
|
+51.476.356
|
+4.410 %
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
74,3 Mio. $
|
+9,3 Mio. $
|
+371.347
|
+14 %
|
|
|
3
|
Fort Point Capital Partners
San Francisco,
California
|
31,3 Mio. $
|
+14,8 Mio. $
|
+588.813
|
+90 %
|
|
|
4
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
19 Mio. $
|
+2,16 Mio. $
|
+86.264
|
+13 %
|
|
|
5
|
Charles Schwab Trust
Henderson,
Nevada
|
18,5 Mio. $
|
+5,13 Mio. $
|
+204.665
|
+39 %
|
|
|
6
|
|
13,1 Mio. $
|
+7,71 Mio. $
|
+307.645
|
+144 %
|
|
|
7
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
12,3 Mio. $
|
-2,13 Mio. $
|
-84.865
|
-15 %
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
11,6 Mio. $
|
+7,21 Mio. $
|
+287.789
|
+165 %
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
11,4 Mio. $
|
-131.480 $
|
-5.248
|
-1 %
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
8,06 Mio. $
|
+2,48 Mio. $
|
+99.133
|
+45 %
|
|
|
11
|
Beaird Harris Wealth Management
Dallas,
Texas
|
5,27 Mio. $
|
-66.392 $
|
-2.650
|
-1 %
|
|
|
12
|
CGN Advisors
Manhattan,
Kansas
|
5,22 Mio. $
|
-673.661 $
|
-26.889
|
-11 %
|
|
|
13
|
Perigon Wealth Management
San Francisco,
California
|
4,53 Mio. $
|
+369.287 $
|
+14.740
|
+9 %
|
|
|
14
|
MYeCFO
La Jolla,
California
|
3,66 Mio. $
|
+310.662 $
|
+12.400
|
+9 %
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
3,38 Mio. $
|
+1,94 Mio. $
|
+77.574
|
+136 %
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
3,29 Mio. $
|
+3,28 Mio. $
|
+130.722
|
Neu
|
|
|
17
|
|
3,24 Mio. $
|
+2,01 Mio. $
|
+80.303
|
+166 %
|
|
|
18
|
Natixis Advisors
Boston,
Massachusetts
|
3,02 Mio. $
|
+2,31 Mio. $
|
+92.127
|
+334 %
|
|
|
19
|
|
2,52 Mio. $
|
+2,51 Mio. $
|
+100.000
|
Neu
|
|
|
20
|
RWA Wealth Partners
Newton,
Massachusetts
|
2,49 Mio. $
|
-961.675 $
|
-38.385
|
-28 %
|
|
|
21
|
Quantinno Capital Management
New York
|
2,31 Mio. $
|
+2,3 Mio. $
|
+91.765
|
Neu
|
|
|
22
|
Pure Portfolios Holdings
Lake Oswego,
Oregon
|
2,21 Mio. $
|
+1,82 Mio. $
|
+72.663
|
+482 %
|
|
|
23
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
2,15 Mio. $
|
+102.318 $
|
+4.084
|
+5 %
|
|
|
24
|
VanderPol Investments
Caledonia,
Michigan
|
2,11 Mio. $
|
-65.490 $
|
-2.614
|
-3 %
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
1,97 Mio. $
|
+968.239 $
|
+38.647
|
+98 %
|
|
