|
1
|
Creative Planning
Overland Park,
Kansas
|
1,13 Mrd. $
|
+100 Mio. $
|
+2.022.933
|
+9 %
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
42 Mio. $
|
+6,46 Mio. $
|
+130.183
|
+16 %
|
|
|
3
|
|
32,6 Mio. $
|
+36,3 Mio. $
|
+731.341
|
Neu
|
|
|
4
|
Waddell & Associates
Memphis,
Tennessee
|
25,3 Mio. $
|
+525.565 $
|
+10.595
|
+2 %
|
|
|
5
|
|
23,1 Mio. $
|
+760.048 $
|
+15.322
|
+3 %
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
21,7 Mio. $
|
+2,98 Mio. $
|
+60.020
|
+14 %
|
|
|
7
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
19,7 Mio. $
|
+3,87 Mio. $
|
+78.105
|
+22 %
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
17,6 Mio. $
|
-274.613 $
|
-5.536
|
-1 %
|
|
|
9
|
National Bank of Canada
Montreal,
Quebec, Canada
|
17 Mio. $
|
+673.834 $
|
+13.584
|
+4 %
|
|
|
10
|
Aprio Wealth Management
Atlanta,
Georgia
|
16,4 Mio. $
|
+1,42 Mio. $
|
+28.684
|
+8 %
|
|
|
11
|
Boston Financial Management
Boston,
Massachusetts
|
15,4 Mio. $
|
-151.791 $
|
-3.060
|
-0,9 %
|
|
|
12
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
13,1 Mio. $
|
+268.958 $
|
+5.422
|
+2 %
|
|
|
13
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
12,8 Mio. $
|
-1,04 Mio. $
|
-21.047
|
-7 %
|
|
|
14
|
Victory Capital Management
San Antonio,
Texas
|
12,7 Mio. $
|
–
|
–
|
–
|
|
|
15
|
America First Investment Advisors
Omaha,
Nebraska
|
12,6 Mio. $
|
+137.654 $
|
+2.775
|
+1 %
|
|
|
16
|
Baker Ellis Asset Management
Vancouver,
Washington
|
10,6 Mio. $
|
+878.207 $
|
+17.704
|
+8 %
|
|
|
17
|
Efficient Advisors
Mason,
Ohio
|
9,5 Mio. $
|
-655.381 $
|
-13.212
|
-6 %
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
8,95 Mio. $
|
+4,46 Mio. $
|
+89.918
|
+80 %
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
8,51 Mio. $
|
+544.415 $
|
+10.975
|
+6 %
|
|
|
20
|
|
7,54 Mio. $
|
-7,73 Mio. $
|
-155.882
|
-48 %
|
|
|
21
|
Neumann Capital Management
Foster City,
California
|
7,13 Mio. $
|
+55.558 $
|
+1.120
|
+0,7 %
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
6,88 Mio. $
|
+4,1 Mio. $
|
+82.629
|
+115 %
|
|
|
23
|
Tortoise Investment Management
White Plains,
New York
|
5,89 Mio. $
|
+143.110 $
|
+2.885
|
+2 %
|
|
|
24
|
Coulter & Justus Financial Services
Knoxville,
Tennessee
|
5,34 Mio. $
|
+5,93 Mio. $
|
+119.542
|
Neu
|
|
|
25
|
LPL Financial
San Diego,
California
|
5,06 Mio. $
|
-1,68 Mio. $
|
-33.941
|
-23 %
|
|
