|
1
|
UBS Group
Zurich,
Switzerland
|
US$ 119 mi
|
+US$ 2,56 mi
|
+74.748
|
+2%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$ 45,2 mi
|
+US$ 34,7 mi
|
+1.012.008
|
+318%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
US$ 38,9 mi
|
+US$ 12,8 mi
|
+372.210
|
+48%
|
|
|
4
|
|
US$ 34,7 mi
|
+US$ 8,8 mi
|
+256.571
|
+34%
|
|
|
5
|
Curian Capital
Denver,
Colorado
|
US$ 15,3 mi
|
+US$ 950 mil
|
+27.711
|
+7%
|
|
|
6
|
Mission Wealth Management
Santa Barbara,
California
|
US$ 12,3 mi
|
+US$ 12,2 mi
|
+355.094
|
Nova
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
US$ 10,3 mi
|
+US$ 2,62 mi
|
+76.382
|
+34%
|
|
|
8
|
Crestwood Advisors Group
Boston,
Massachusetts
|
US$ 8,62 mi
|
+US$ 580 mil
|
+16.916
|
+7%
|
|
|
9
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
US$ 8,31 mi
|
+US$ 8,39 mi
|
+244.527
|
Nova
|
|
|
10
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
US$ 7,89 mi
|
+US$ 7,96 mi
|
+232.255
|
Nova
|
|
|
11
|
Confluence Investment Management
St. Louis,
Missouri
|
US$ 7,4 mi
|
+US$ 344 mil
|
+10.038
|
+5%
|
|
|
12
|
HSBC Holdings
London,
United Kingdom
|
US$ 6,48 mi
|
+US$ 6,54 mi
|
+190.845
|
Nova
|
|
|
13
|
Prospera Financial Services
Dallas,
Texas
|
US$ 5,78 mi
|
+US$ 5,83 mi
|
+170.114
|
Nova
|
|
|
14
|
Strategy Asset Managers
Pasadena,
California
|
US$ 4,87 mi
|
+US$ 154 mil
|
+4.502
|
+3%
|
|
|
15
|
State Street
Boston,
Massachusetts
|
US$ 4,13 mi
|
+US$ 3,94 mi
|
+114.786
|
+1.674%
|
|
|
16
|
Bluefin Capital Management
New York
|
US$ 3,83 mi
|
+US$ 3,19 mi
|
+93.064
|
+474%
|
|
|
17
|
Credit Suisse
Zurich,
Switzerland
|
US$ 3,76 mi
|
+US$ 1,27 mi
|
+37.015
|
+50%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
US$ 3,68 mi
|
+US$ 2,99 mi
|
+87.302
|
+408%
|
|
|
19
|
LPL Financial
San Diego,
California
|
US$ 2,84 mi
|
+US$ 1,67 mi
|
+48.571
|
+139%
|
|
|
20
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
US$ 2,78 mi
|
–
|
–
|
–
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$ 2,57 mi
|
+US$ 1,02 mi
|
+29.814
|
+65%
|
|
|
22
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
US$ 2,4 mi
|
+US$ 1,07 mi
|
+31.200
|
+79%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
US$ 2,27 mi
|
+US$ 2,29 mi
|
+66.906
|
Nova
|
|
|
24
|
AssetMark Inc
Concord,
California
|
US$ 2,25 mi
|
+US$ 1,06 mi
|
+30.991
|
+88%
|
|
|
25
|
Nottingham Advisors
Amherst,
New York
|
US$ 2,02 mi
|
-US$ 180 mil
|
-5.251
|
-8%
|
|
