|
1
|
Charles Schwab
San Francisco,
California
|
1,69 Mrd. $
|
+17,8 Mio. $
|
+688.774
|
+1 %
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
560 Mio. $
|
+551 Mio. $
|
+21.323.660
|
+3.354 %
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
75,4 Mio. $
|
+22,6 Mio. $
|
+874.762
|
+42 %
|
|
|
4
|
Avidian Wealth Enterprises
Houston,
Texas
|
38,2 Mio. $
|
-234.561 $
|
-9.075
|
-0,6 %
|
|
|
5
|
Charles Schwab Trust
Henderson,
Nevada
|
24,2 Mio. $
|
+864.217 $
|
+33.436
|
+4 %
|
|
|
6
|
|
22,1 Mio. $
|
+22,4 Mio. $
|
+868.526
|
Neu
|
|
|
7
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
21,5 Mio. $
|
-1,26 Mio. $
|
-48.909
|
-5 %
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
19,9 Mio. $
|
+3,44 Mio. $
|
+133.098
|
+21 %
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
19,1 Mio. $
|
+18,3 Mio. $
|
+706.273
|
+1.659 %
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
18,5 Mio. $
|
+15 Mio. $
|
+581.349
|
+401 %
|
|
|
11
|
Fort Point Capital Partners
San Francisco,
California
|
17,9 Mio. $
|
-1,5 Mio. $
|
-58.206
|
-8 %
|
|
|
12
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
12,7 Mio. $
|
+45.646 $
|
+1.766
|
+0,4 %
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
10,1 Mio. $
|
+10,3 Mio. $
|
+396.938
|
Neu
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
8,38 Mio. $
|
-4,18 Mio. $
|
-161.603
|
-33 %
|
|
|
15
|
Quantinno Capital Management
New York
|
7,66 Mio. $
|
+5,3 Mio. $
|
+205.015
|
+214 %
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
7,17 Mio. $
|
+1,89 Mio. $
|
+73.097
|
+35 %
|
|
|
17
|
CGN Advisors
Manhattan,
Kansas
|
6,94 Mio. $
|
-564.109 $
|
-21.825
|
-7 %
|
|
|
18
|
RWA Wealth Partners
Newton,
Massachusetts
|
6,13 Mio. $
|
-19.385 $
|
-750
|
-0,3 %
|
|
|
19
|
Smith, Moore & Co
Clayton,
Missouri
|
5,98 Mio. $
|
+1,98 Mio. $
|
+76.705
|
+49 %
|
|
|
20
|
Perigon Wealth Management
San Francisco,
California
|
5,4 Mio. $
|
+414.920 $
|
+16.053
|
+8 %
|
|
|
21
|
Natixis Advisors
Boston,
Massachusetts
|
4,91 Mio. $
|
+969.491 $
|
+37.509
|
+24 %
|
|
|
22
|
Beaird Harris Wealth Management
Dallas,
Texas
|
4,9 Mio. $
|
-310.163 $
|
-12.000
|
-6 %
|
|
|
23
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
4,55 Mio. $
|
+4,62 Mio. $
|
+178.654
|
Neu
|
|
|
24
|
MYeCFO
La Jolla,
California
|
4,49 Mio. $
|
+96.667 $
|
+3.740
|
+2 %
|
|
|
25
|
Waverly Advisors
Birmingham,
Alabama
|
3,67 Mio. $
|
+3,2 Mio. $
|
+123.744
|
+607 %
|
|
