|
1
|
Charles Schwab
San Francisco,
California
|
1,53 Mrd. $
|
+181 Mio. $
|
+7.180.523
|
+14 %
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
45,4 Mio. $
|
-29,6 Mio. $
|
-1.175.390
|
-40 %
|
|
|
3
|
Avidian Wealth Enterprises
Houston,
Texas
|
39,6 Mio. $
|
+37,1 Mio. $
|
+1.470.600
|
+1.901 %
|
|
|
4
|
|
23,1 Mio. $
|
+19,5 Mio. $
|
+773.503
|
+600 %
|
|
|
5
|
Charles Schwab Trust
Henderson,
Nevada
|
20,5 Mio. $
|
+1,74 Mio. $
|
+69.029
|
+9 %
|
|
|
6
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
20 Mio. $
|
+640.652 $
|
+25.421
|
+3 %
|
|
|
7
|
Fort Point Capital Partners
San Francisco,
California
|
18,4 Mio. $
|
-13,2 Mio. $
|
-522.031
|
-42 %
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
15,4 Mio. $
|
+3,75 Mio. $
|
+148.996
|
+33 %
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
14,6 Mio. $
|
+2,71 Mio. $
|
+107.707
|
+23 %
|
|
|
10
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
12,5 Mio. $
|
-3.327 $
|
-132
|
-0 %
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
11 Mio. $
|
+2,72 Mio. $
|
+107.943
|
+34 %
|
|
|
12
|
CGN Advisors
Manhattan,
Kansas
|
6,96 Mio. $
|
+1,63 Mio. $
|
+64.497
|
+31 %
|
|
|
13
|
|
6,56 Mio. $
|
-6,7 Mio. $
|
-265.987
|
-51 %
|
|
|
14
|
Beaird Harris Wealth Management
Dallas,
Texas
|
5,4 Mio. $
|
+38.055 $
|
+1.510
|
+0,7 %
|
|
|
15
|
Old Mission Capital
Chicago,
Illinois
|
5,39 Mio. $
|
+5,3 Mio. $
|
+210.281
|
Neu
|
|
|
16
|
RWA Wealth Partners
Newton,
Massachusetts
|
5,09 Mio. $
|
+2,52 Mio. $
|
+100.106
|
+101 %
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
4,89 Mio. $
|
+2,84 Mio. $
|
+112.738
|
+144 %
|
|
|
18
|
Perigon Wealth Management
San Francisco,
California
|
4,7 Mio. $
|
+90.121 $
|
+3.576
|
+2 %
|
|
|
19
|
Torrey Growth & Income Advisors
Del Mar,
California
|
4,52 Mio. $
|
+4,45 Mio. $
|
+176.462
|
Neu
|
|
|
20
|
MYeCFO
La Jolla,
California
|
3,83 Mio. $
|
+114.416 $
|
+4.540
|
+3 %
|
|
|
21
|
Natixis Advisors
Boston,
Massachusetts
|
3,64 Mio. $
|
+562.174 $
|
+22.307
|
+19 %
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
3,63 Mio. $
|
+179.108 $
|
+7.107
|
+5 %
|
|
|
23
|
|
3,13 Mio. $
|
+3,08 Mio. $
|
+122.094
|
Neu
|
|
|
24
|
Pure Portfolios Holdings
Lake Oswego,
Oregon
|
3,08 Mio. $
|
+819.433 $
|
+32.515
|
+37 %
|
|
|
25
|
Smith, Moore & Co
Clayton,
Missouri
|
2,39 Mio. $
|
+1,22 Mio. $
|
+48.580
|
+108 %
|
|
