|
1
|
Creative Planning
Overland Park,
Kansas
|
24,8 Mio. $
|
+1,64 Mio. $
|
+34.013
|
+7 %
|
|
|
2
|
Beacon Financial Group
Dallas,
Texas
|
23,6 Mio. $
|
+2,06 Mio. $
|
+42.600
|
+10 %
|
|
|
3
|
|
21,7 Mio. $
|
-5,19 Mio. $
|
-107.341
|
-19 %
|
|
|
4
|
M&T Bank
Buffalo,
New York
|
20,7 Mio. $
|
+2,53 Mio. $
|
+52.314
|
+14 %
|
|
|
5
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
19,6 Mio. $
|
+1,79 Mio. $
|
+36.945
|
+10 %
|
|
|
6
|
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
10,6 Mio. $
|
+1,84 Mio. $
|
+38.067
|
+21 %
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
5,9 Mio. $
|
+61.705 $
|
+1.276
|
+1 %
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
5,35 Mio. $
|
-2,87 Mio. $
|
-59.337
|
-35 %
|
|
|
9
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
4,61 Mio. $
|
+28.096 $
|
+581
|
+0,6 %
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
4,52 Mio. $
|
-153.730 $
|
-3.179
|
-3 %
|
|
|
11
|
Comerica Bank
Dallas,
Texas
|
4 Mio. $
|
-391.265 $
|
-8.091
|
-9 %
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
3,68 Mio. $
|
+2,96 Mio. $
|
+61.191
|
+429 %
|
|
|
13
|
Corda Investment Management
Houston,
Texas
|
3,01 Mio. $
|
-368.246 $
|
-7.615
|
-11 %
|
|
|
14
|
Evanson Asset Management
Carmel,
California
|
2,62 Mio. $
|
+3.772 $
|
+78
|
+0,1 %
|
|
|
15
|
KWMG LLC
Overland Park,
Kansas
|
2,31 Mio. $
|
–
|
–
|
–
|
|
|
16
|
Baird
Milwaukee,
Wisconsin
|
2,3 Mio. $
|
+33.851 $
|
+700
|
+2 %
|
|
|
17
|
Ruggie Capital Group
Tavares,
Florida
|
2,17 Mio. $
|
+71.957 $
|
+1.488
|
+3 %
|
|
|
18
|
Trutina Financial
Bellevue,
Washington
|
2,09 Mio. $
|
+2,08 Mio. $
|
+42.930
|
Neu
|
|
|
19
|
Gupta Wealth Management
San Diego,
California
|
2,07 Mio. $
|
+2,06 Mio. $
|
+42.500
|
Neu
|
|
|
20
|
Blue Chip Partners
Farmington Hills,
Michigan
|
1,82 Mio. $
|
+193.480 $
|
+4.001
|
+12 %
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
1,63 Mio. $
|
+446.731 $
|
+9.238
|
+38 %
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
1,58 Mio. $
|
-190.144 $
|
-3.932
|
-11 %
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
1,58 Mio. $
|
-291.889 $
|
-6.036
|
-16 %
|
|
|
24
|
Credit Suisse
Zurich,
Switzerland
|
1,51 Mio. $
|
-1,24 Mio. $
|
-25.667
|
-45 %
|
|
|
25
|
American International Group
New York
|
1,43 Mio. $
|
+445.909 $
|
+9.221
|
+46 %
|
|
