|
1
|
Creative Planning
Overland Park,
Kansas
|
1,24 Mrd. $
|
+58 Mio. $
|
+1.369.250
|
+5 %
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
55,2 Mio. $
|
+9,23 Mio. $
|
+218.067
|
+21 %
|
|
|
3
|
Unison Advisors
Washington,
District of Columbia
|
39,6 Mio. $
|
+34,3 Mio. $
|
+811.174
|
+912 %
|
|
|
4
|
|
32,8 Mio. $
|
+497.340 $
|
+11.745
|
+2 %
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
22,9 Mio. $
|
+3,71 Mio. $
|
+87.496
|
+20 %
|
|
|
6
|
|
22,8 Mio. $
|
+860.616 $
|
+20.324
|
+4 %
|
|
|
7
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
22 Mio. $
|
+116.491 $
|
+2.751
|
+0,6 %
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
19,1 Mio. $
|
-84.139 $
|
-1.987
|
-0,5 %
|
|
|
9
|
National Bank of Canada
Montreal,
Quebec, Canada
|
17 Mio. $
|
+159.936 $
|
+3.777
|
+1 %
|
|
|
10
|
Boston Financial Management
Boston,
Massachusetts
|
15,4 Mio. $
|
+250.258 $
|
+5.910
|
+2 %
|
|
|
11
|
Aprio Wealth Management
Atlanta,
Georgia
|
14 Mio. $
|
-2,93 Mio. $
|
-69.195
|
-18 %
|
|
|
12
|
Great Valley Advisor Group
Wilmington,
Delaware
|
13,4 Mio. $
|
+1,26 Mio. $
|
+29.642
|
+11 %
|
|
|
13
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
13 Mio. $
|
-38.703 $
|
-914
|
-0,3 %
|
|
|
14
|
Victory Capital Management
San Antonio,
Texas
|
12,5 Mio. $
|
–
|
–
|
–
|
|
|
15
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
10,4 Mio. $
|
-2,52 Mio. $
|
-59.551
|
-20 %
|
|
|
16
|
Efficient Advisors
Mason,
Ohio
|
9,5 Mio. $
|
-448.940 $
|
-10.602
|
-5 %
|
|
|
17
|
Baker Ellis Asset Management
Vancouver,
Washington
|
9,44 Mio. $
|
-271.218 $
|
-6.405
|
-3 %
|
|
|
18
|
Relative Value Partners Group
|
8,71 Mio. $
|
+1,84 Mio. $
|
+43.541
|
+28 %
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
8,52 Mio. $
|
-105.523 $
|
-2.492
|
-1 %
|
|
|
20
|
Csenge Advisory Group
Clearwater,
Florida
|
8,44 Mio. $
|
+346.762 $
|
+8.189
|
+4 %
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
8,33 Mio. $
|
-1,07 Mio. $
|
-25.350
|
-12 %
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
8,23 Mio. $
|
-308.143 $
|
-7.277
|
-4 %
|
|
|
23
|
Neumann Capital Management
Foster City,
California
|
7,25 Mio. $
|
-22.189 $
|
-524
|
-0,3 %
|
|
|
24
|
Flow Traders U.S.
New York
|
6,63 Mio. $
|
+6,38 Mio. $
|
+150.674
|
Neu
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
6,27 Mio. $
|
+3,59 Mio. $
|
+84.666
|
+146 %
|
|
