|
1
|
UBS Group
Zurich,
Switzerland
|
US$ 125 mi
|
+US$ 5,4 mi
|
+159.358
|
+5%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$ 66,4 mi
|
+US$ 21,2 mi
|
+625.273
|
+47%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
US$ 50,6 mi
|
+US$ 46,4 mi
|
+1.370.040
|
+1.126%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
US$ 39,6 mi
|
+US$ 691 mil
|
+20.404
|
+2%
|
|
|
5
|
|
US$ 35 mi
|
+US$ 249 mil
|
+7.350
|
+0,7%
|
|
|
6
|
Mission Wealth Management
Santa Barbara,
California
|
US$ 12,4 mi
|
+US$ 319 mil
|
+9.429
|
+3%
|
|
|
7
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
US$ 12,3 mi
|
+US$ 3,97 mi
|
+117.082
|
+48%
|
|
|
8
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
US$ 12,2 mi
|
+US$ 4,34 mi
|
+128.105
|
+55%
|
|
|
9
|
Curian Capital
Denver,
Colorado
|
US$ 11,7 mi
|
-US$ 3,5 mi
|
-103.459
|
-23%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
US$ 11,4 mi
|
+US$ 1,12 mi
|
+32.980
|
+11%
|
|
|
11
|
Crestwood Advisors Group
Boston,
Massachusetts
|
US$ 8,76 mi
|
+US$ 149 mil
|
+4.398
|
+2%
|
|
|
12
|
Confluence Investment Management
St. Louis,
Missouri
|
US$ 7,76 mi
|
+US$ 364 mil
|
+10.748
|
+5%
|
|
|
13
|
Prospera Financial Services
Dallas,
Texas
|
US$ 6,73 mi
|
+US$ 949 mil
|
+28.029
|
+16%
|
|
|
14
|
HSBC Holdings
London,
United Kingdom
|
US$ 6,41 mi
|
-US$ 67,3 mil
|
-1.988
|
-1%
|
|
|
15
|
Parametric Portfolio Associates
Seattle,
Washington
|
US$ 6,04 mi
|
+US$ 6,02 mi
|
+177.881
|
Nova
|
|
|
16
|
LPL Financial
San Diego,
California
|
US$ 5,27 mi
|
+US$ 2,43 mi
|
+71.877
|
+86%
|
|
|
17
|
Strategy Asset Managers
Pasadena,
California
|
US$ 4,85 mi
|
-US$ 17,8 mil
|
-527
|
-0,4%
|
|
|
18
|
Credit Suisse
Zurich,
Switzerland
|
US$ 4,64 mi
|
+US$ 878 mil
|
+25.910
|
+23%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
US$ 4,2 mi
|
+US$ 508 mil
|
+14.987
|
+14%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
US$ 3,69 mi
|
+US$ 1,42 mi
|
+41.797
|
+62%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$ 3,05 mi
|
+US$ 476 mil
|
+14.052
|
+19%
|
|
|
22
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
US$ 2,93 mi
|
+US$ 527 mil
|
+15.570
|
+22%
|
|
|
23
|
|
US$ 2,62 mi
|
+US$ 2,61 mi
|
+77.041
|
Nova
|
|
|
24
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
US$ 2,58 mi
|
–
|
–
|
–
|
|
|
25
|
AssetMark Inc
Concord,
California
|
US$ 2,32 mi
|
+US$ 70,3 mil
|
+2.076
|
+3%
|
|
