|
1
|
|
159 Mio. $
|
+5,14 Mio. $
|
+112.150
|
+3 %
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
120 Mio. $
|
+4,69 Mio. $
|
+102.455
|
+4 %
|
|
|
3
|
Avantax Advisory Services
Dallas,
Texas
|
93,7 Mio. $
|
+1,21 Mio. $
|
+26.423
|
+1 %
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
77,3 Mio. $
|
-1,37 Mio. $
|
-29.823
|
-2 %
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
48,8 Mio. $
|
+2,83 Mio. $
|
+61.813
|
+6 %
|
|
|
6
|
Aspiriant LLC
Los Angeles,
California
|
45,6 Mio. $
|
+1,98 Mio. $
|
+43.245
|
+5 %
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
44,2 Mio. $
|
-128.710 $
|
-2.810
|
-0,3 %
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
35,6 Mio. $
|
-889.012 $
|
-19.409
|
-2 %
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
27,6 Mio. $
|
+1,73 Mio. $
|
+37.867
|
+7 %
|
|
|
10
|
LPL Financial
San Diego,
California
|
27,5 Mio. $
|
+3,55 Mio. $
|
+77.603
|
+15 %
|
|
|
11
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
20,9 Mio. $
|
–
|
–
|
–
|
|
|
12
|
AssetMark Inc
Concord,
California
|
17,2 Mio. $
|
-340.645 $
|
-7.437
|
-2 %
|
|
|
13
|
M&T Bank
Buffalo,
New York
|
16,5 Mio. $
|
+1,28 Mio. $
|
+27.852
|
+8 %
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
15,2 Mio. $
|
-2,69 Mio. $
|
-58.668
|
-15 %
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
14,9 Mio. $
|
+1,59 Mio. $
|
+34.677
|
+12 %
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
14,6 Mio. $
|
–
|
–
|
–
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
10,9 Mio. $
|
+2,21 Mio. $
|
+48.279
|
+25 %
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
10,3 Mio. $
|
+673.091 $
|
+14.695
|
+7 %
|
|
|
19
|
Cornerstone Capital
Palo Alto,
California
|
9,5 Mio. $
|
-2.977 $
|
-65
|
-0 %
|
|
|
20
|
Baird Financial Group
Milwaukee,
Wisconsin
|
9,27 Mio. $
|
-1,61 Mio. $
|
-35.244
|
-15 %
|
|
|
21
|
Linscomb Wealth
Houston,
Texas
|
9,12 Mio. $
|
+179.964 $
|
+3.929
|
+2 %
|
|
|
22
|
Roosevelt Investment Group
New York
|
9,09 Mio. $
|
+278.306 $
|
+6.076
|
+3 %
|
|
|
23
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
8,91 Mio. $
|
+202.454 $
|
+4.420
|
+2 %
|
|
|
24
|
20/20 Capital Management
Costa Mesa,
California
|
7,67 Mio. $
|
+721.918 $
|
+15.761
|
+10 %
|
|
|
25
|
Larson Financial Group
St Louis,
Missouri
|
6,91 Mio. $
|
+26.475 $
|
+578
|
+0,4 %
|
|
