|
1
|
Creative Planning
Overland Park,
Kansas
|
1,07 Mrd. $
|
+71,4 Mio. $
|
+1.616.488
|
+6 %
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
41,3 Mio. $
|
+4,23 Mio. $
|
+95.716
|
+10 %
|
|
|
3
|
|
29,2 Mio. $
|
+77.533 $
|
+1.756
|
+0,2 %
|
|
|
4
|
Waddell & Associates
Memphis,
Tennessee
|
23,4 Mio. $
|
+887.879 $
|
+20.109
|
+4 %
|
|
|
5
|
|
19,8 Mio. $
|
-822.488 $
|
-18.628
|
-4 %
|
|
|
6
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
19,8 Mio. $
|
+2,46 Mio. $
|
+55.815
|
+13 %
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
17,4 Mio. $
|
+1,78 Mio. $
|
+40.323
|
+10 %
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
17,3 Mio. $
|
-2,31 Mio. $
|
-52.366
|
-11 %
|
|
|
9
|
Aprio Wealth Management
Atlanta,
Georgia
|
15,5 Mio. $
|
+954.727 $
|
+21.623
|
+6 %
|
|
|
10
|
National Bank of Canada
Montreal,
Quebec, Canada
|
15,1 Mio. $
|
+129.060 $
|
+2.923
|
+0,8 %
|
|
|
11
|
Boston Financial Management
Boston,
Massachusetts
|
13,7 Mio. $
|
-16.337 $
|
-370
|
-0,1 %
|
|
|
12
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
11,8 Mio. $
|
+135.860 $
|
+3.077
|
+1 %
|
|
|
13
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
11,8 Mio. $
|
+412.039 $
|
+9.332
|
+3 %
|
|
|
14
|
Victory Capital Management
San Antonio,
Texas
|
11,3 Mio. $
|
–
|
–
|
–
|
|
|
15
|
Great Valley Advisor Group
Wilmington,
Delaware
|
11 Mio. $
|
+12,1 Mio. $
|
+275.024
|
Neu
|
|
|
16
|
Efficient Advisors
Mason,
Ohio
|
9,04 Mio. $
|
+581.631 $
|
+13.173
|
+6 %
|
|
|
17
|
Baker Ellis Asset Management
Vancouver,
Washington
|
8,8 Mio. $
|
-728.176 $
|
-16.492
|
-7 %
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
8,35 Mio. $
|
+370.137 $
|
+8.383
|
+4 %
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
7,82 Mio. $
|
+247.082 $
|
+5.596
|
+3 %
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
7,74 Mio. $
|
+1,78 Mio. $
|
+40.243
|
+26 %
|
|
|
21
|
Csenge Advisory Group
Clearwater,
Florida
|
7,32 Mio. $
|
+3,15 Mio. $
|
+71.347
|
+63 %
|
|
|
22
|
Neumann Capital Management
Foster City,
California
|
6,59 Mio. $
|
+249.201 $
|
+5.644
|
+4 %
|
|
|
23
|
Relative Value Partners Group
|
6,15 Mio. $
|
+2,81 Mio. $
|
+63.707
|
+70 %
|
|
|
24
|
Tortoise Investment Management
White Plains,
New York
|
5,38 Mio. $
|
+131.577 $
|
+2.980
|
+2 %
|
|
|
25
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
5,03 Mio. $
|
+3,28 Mio. $
|
+74.373
|
+143 %
|
|
