|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
151 Mio. $
|
+148 Mio. $
|
+5.000.072
|
Neu
|
|
|
2
|
AssetMark Inc
Concord,
California
|
42,9 Mio. $
|
-1,41 Mio. $
|
-47.644
|
-3 %
|
|
|
3
|
State Street
Boston,
Massachusetts
|
17,8 Mio. $
|
-4,25 Mio. $
|
-143.352
|
-20 %
|
|
|
4
|
Global Financial Private Capital
Sarasota,
Florida
|
14,9 Mio. $
|
+884.602 $
|
+29.861
|
+6 %
|
|
|
5
|
McNamara Financial Services
Marshfield,
Massachusetts
|
10,7 Mio. $
|
+10,5 Mio. $
|
+355.565
|
Neu
|
|
|
6
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
8,22 Mio. $
|
+8,08 Mio. $
|
+272.774
|
Neu
|
|
|
7
|
AE Wealth Management
Topeka,
Kansas
|
7,62 Mio. $
|
+1,44 Mio. $
|
+48.476
|
+24 %
|
|
|
8
|
Simplicity Solutions
Minneapolis,
Minnesota
|
7,44 Mio. $
|
+7,31 Mio. $
|
+246.601
|
Neu
|
|
|
9
|
Stadion Money Management
Watkinsville,
Georgia
|
6,9 Mio. $
|
+355.488 $
|
+12.000
|
+6 %
|
|
|
10
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
6,82 Mio. $
|
+6,7 Mio. $
|
+226.292
|
Neu
|
|
|
11
|
|
5,09 Mio. $
|
+4,47 Mio. $
|
+150.937
|
+843 %
|
|
|
12
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
3,03 Mio. $
|
+3.970 $
|
+134
|
+0,1 %
|
|
|
13
|
LPL Financial
San Diego,
California
|
2,95 Mio. $
|
+668.169 $
|
+22.555
|
+30 %
|
|
|
14
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
2,79 Mio. $
|
+2,74 Mio. $
|
+92.558
|
Neu
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
2,78 Mio. $
|
+999.484 $
|
+33.739
|
+58 %
|
|
|
16
|
StrategIQ Financial Group
Merrillville,
Indiana
|
2,74 Mio. $
|
+2,7 Mio. $
|
+90.997
|
Neu
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
2,57 Mio. $
|
+20.826 $
|
+703
|
+0,8 %
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
2,46 Mio. $
|
+111.890 $
|
+3.777
|
+5 %
|
|
|
19
|
Jackson Wealth Management
Lake Mary,
Florida
|
2,04 Mio. $
|
+1,97 Mio. $
|
+66.649
|
Neu
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
1,9 Mio. $
|
+333.181 $
|
+11.247
|
+22 %
|
|
|
21
|
Peterson Wealth Advisors
Orem,
Utah
|
1,9 Mio. $
|
+1,86 Mio. $
|
+62.887
|
Neu
|
|
|
22
|
Copperwynd Financial
Scottsdale,
Arizona
|
1,86 Mio. $
|
+1,82 Mio. $
|
+61.545
|
Neu
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
1,78 Mio. $
|
+380.965 $
|
+12.860
|
+28 %
|
|
|
24
|
Oarsman Capital
Milwaukee,
Wisconsin
|
1,76 Mio. $
|
+1,73 Mio. $
|
+58.254
|
Neu
|
|
|
25
|
RFG Advisory
Birmingham,
Alabama
|
1,67 Mio. $
|
+1,64 Mio. $
|
+55.493
|
Neu
|
|
