|
1
|
Charles Schwab
San Francisco,
California
|
1,69 Mrd. $
|
+149 Mio. $
|
+5.793.290
|
+10 %
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
54,1 Mio. $
|
+8,39 Mio. $
|
+325.435
|
+18 %
|
|
|
3
|
Avidian Wealth Enterprises
Houston,
Texas
|
38,8 Mio. $
|
-1,07 Mio. $
|
-41.555
|
-3 %
|
|
|
4
|
Charles Schwab Trust
Henderson,
Nevada
|
23,6 Mio. $
|
+2,94 Mio. $
|
+113.942
|
+14 %
|
|
|
5
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
23 Mio. $
|
+2,92 Mio. $
|
+113.208
|
+14 %
|
|
|
6
|
Fort Point Capital Partners
San Francisco,
California
|
19,8 Mio. $
|
+1,1 Mio. $
|
+42.573
|
+6 %
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
16,7 Mio. $
|
+1,98 Mio. $
|
+76.770
|
+13 %
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
16,4 Mio. $
|
+843.745 $
|
+32.741
|
+5 %
|
|
|
9
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
12,7 Mio. $
|
+78.110 $
|
+3.031
|
+0,6 %
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
12,7 Mio. $
|
+8,97 Mio. $
|
+348.114
|
+246 %
|
|
|
11
|
CGN Advisors
Manhattan,
Kansas
|
7,58 Mio. $
|
+580.347 $
|
+22.520
|
+8 %
|
|
|
12
|
RWA Wealth Partners
Newton,
Massachusetts
|
6,21 Mio. $
|
+1,09 Mio. $
|
+42.297
|
+21 %
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
5,37 Mio. $
|
+448.017 $
|
+17.385
|
+9 %
|
|
|
14
|
Beaird Harris Wealth Management
Dallas,
Texas
|
5,27 Mio. $
|
-159.776 $
|
-6.200
|
-3 %
|
|
|
15
|
Perigon Wealth Management
San Francisco,
California
|
5,04 Mio. $
|
+316.202 $
|
+12.270
|
+7 %
|
|
|
16
|
MYeCFO
La Jolla,
California
|
4,44 Mio. $
|
+586.017 $
|
+22.740
|
+15 %
|
|
|
17
|
Smith, Moore & Co
Clayton,
Missouri
|
4,07 Mio. $
|
+1,66 Mio. $
|
+64.425
|
+69 %
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
4,04 Mio. $
|
+1,92 Mio. $
|
+74.540
|
+91 %
|
|
|
19
|
Natixis Advisors
Boston,
Massachusetts
|
3,99 Mio. $
|
+334.808 $
|
+12.992
|
+9 %
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
3,74 Mio. $
|
-7,3 Mio. $
|
-283.148
|
-66 %
|
|
|
21
|
|
3,51 Mio. $
|
-19,7 Mio. $
|
-766.247
|
-85 %
|
|
|
22
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
3,33 Mio. $
|
+1,13 Mio. $
|
+44.037
|
+52 %
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
3,28 Mio. $
|
+2,35 Mio. $
|
+91.233
|
+253 %
|
|
|
24
|
Pure Portfolios Holdings
Lake Oswego,
Oregon
|
3,16 Mio. $
|
+60.431 $
|
+2.345
|
+2 %
|
|
|
25
|
Torrey Growth & Income Advisors
Del Mar,
California
|
2,89 Mio. $
|
-1,65 Mio. $
|
-64.170
|
-36 %
|
|
