|
1
|
Creative Planning
Overland Park,
Kansas
|
26,4 Mio. $
|
+2,24 Mio. $
|
+44.593
|
+9 %
|
|
|
2
|
|
25,9 Mio. $
|
+4,91 Mio. $
|
+97.612
|
+22 %
|
|
|
3
|
Beacon Financial Group
Dallas,
Texas
|
22,8 Mio. $
|
-48.590 $
|
-966
|
-0,2 %
|
|
|
4
|
M&T Bank
Buffalo,
New York
|
21,2 Mio. $
|
+989.916 $
|
+19.680
|
+5 %
|
|
|
5
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
19,6 Mio. $
|
+433.088 $
|
+8.610
|
+2 %
|
|
|
6
|
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
11,7 Mio. $
|
+1,39 Mio. $
|
+27.726
|
+13 %
|
|
|
7
|
Comerica Bank
Dallas,
Texas
|
9,5 Mio. $
|
+5,92 Mio. $
|
+117.685
|
+143 %
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
7,17 Mio. $
|
+1,46 Mio. $
|
+29.071
|
+24 %
|
|
|
9
|
Trutina Financial
Bellevue,
Washington
|
7,15 Mio. $
|
+5,38 Mio. $
|
+106.885
|
+249 %
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
6,3 Mio. $
|
+1,12 Mio. $
|
+22.322
|
+20 %
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
4,99 Mio. $
|
+785.645 $
|
+15.619
|
+18 %
|
|
|
12
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
4,38 Mio. $
|
-141.948 $
|
-2.822
|
-3 %
|
|
|
13
|
|
3,27 Mio. $
|
+2,55 Mio. $
|
+50.662
|
+283 %
|
|
|
14
|
Bank of New York Mellon
New York
|
2,79 Mio. $
|
+1,49 Mio. $
|
+29.634
|
+103 %
|
|
|
15
|
Corda Investment Management
Houston,
Texas
|
2,66 Mio. $
|
-300.295 $
|
-5.970
|
-10 %
|
|
|
16
|
Evanson Asset Management
Carmel,
California
|
2,57 Mio. $
|
+10.764 $
|
+214
|
+0,4 %
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
2,39 Mio. $
|
-1,28 Mio. $
|
-25.384
|
-34 %
|
|
|
18
|
Apriem Advisors
Irvine,
California
|
2,33 Mio. $
|
+2,46 Mio. $
|
+48.860
|
Neu
|
|
|
19
|
Ruggie Capital Group
Tavares,
Florida
|
2,33 Mio. $
|
+209.955 $
|
+4.174
|
+9 %
|
|
|
20
|
Baird Financial Group
Milwaukee,
Wisconsin
|
2,22 Mio. $
|
+2,34 Mio. $
|
+46.529
|
Neu
|
|
|
21
|
KWMG LLC
Overland Park,
Kansas
|
2,15 Mio. $
|
–
|
–
|
–
|
|
|
22
|
Gupta Wealth Management
San Diego,
California
|
2,02 Mio. $
|
-8.551 $
|
-170
|
-0,4 %
|
|
|
23
|
Blue Chip Partners
Farmington Hills,
Michigan
|
1,98 Mio. $
|
+210.257 $
|
+4.180
|
+11 %
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
1,75 Mio. $
|
+160.207 $
|
+3.185
|
+10 %
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
1,6 Mio. $
|
+373.130 $
|
+7.418
|
+28 %
|
|
