|
1
|
Creative Planning
Overland Park,
Kansas
|
26,8 Mio. $
|
+3,03 Mio. $
|
+68.096
|
+12 %
|
|
|
2
|
Private Vista
Chicago,
Illinois
|
25,2 Mio. $
|
+29 Mio. $
|
+650.842
|
Neu
|
|
|
3
|
|
25,1 Mio. $
|
+424.239 $
|
+9.527
|
+2 %
|
|
|
4
|
Beacon Financial Group
Dallas,
Texas
|
20,8 Mio. $
|
+397.566 $
|
+8.928
|
+2 %
|
|
|
5
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
18 Mio. $
|
+235.476 $
|
+5.288
|
+1 %
|
|
|
6
|
M&T Bank
Buffalo,
New York
|
11,3 Mio. $
|
-6,29 Mio. $
|
-141.236
|
-35 %
|
|
|
7
|
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
10,5 Mio. $
|
-975.701 $
|
-21.911
|
-8 %
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
7,34 Mio. $
|
+345.154 $
|
+7.751
|
+5 %
|
|
|
9
|
Trutina Financial
Bellevue,
Washington
|
5,37 Mio. $
|
-377.839 $
|
-8.485
|
-6 %
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
4,74 Mio. $
|
-1,52 Mio. $
|
-34.094
|
-24 %
|
|
|
11
|
Gupta Wealth Management
San Diego,
California
|
4,22 Mio. $
|
+587.843 $
|
+13.201
|
+16 %
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
4,05 Mio. $
|
+1,48 Mio. $
|
+33.246
|
+55 %
|
|
|
13
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
4,04 Mio. $
|
+107.941 $
|
+2.424
|
+3 %
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
3,98 Mio. $
|
+2,28 Mio. $
|
+51.292
|
+125 %
|
|
|
15
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
2,88 Mio. $
|
+1,64 Mio. $
|
+36.760
|
+123 %
|
|
|
16
|
Blue Chip Partners
Farmington Hills,
Michigan
|
2,53 Mio. $
|
+60.606 $
|
+1.361
|
+2 %
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
2,52 Mio. $
|
+690.218 $
|
+15.500
|
+36 %
|
|
|
18
|
Baystate Wealth Management
Boston,
Massachusetts
|
2,45 Mio. $
|
+1,16 Mio. $
|
+26.122
|
+85 %
|
|
|
19
|
Comerica Bank
Dallas,
Texas
|
2,4 Mio. $
|
-1,39 Mio. $
|
-31.263
|
-34 %
|
|
|
20
|
Baird Financial Group
Milwaukee,
Wisconsin
|
2,26 Mio. $
|
-14.339 $
|
-322
|
-0,6 %
|
|
|
21
|
Corda Investment Management
Houston,
Texas
|
2,14 Mio. $
|
-26.273 $
|
-590
|
-1 %
|
|
|
22
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
2,02 Mio. $
|
+2,09 Mio. $
|
+46.873
|
Neu
|
|
|
23
|
LPL Financial
San Diego,
California
|
1,98 Mio. $
|
+1,14 Mio. $
|
+25.599
|
+121 %
|
|
|
24
|
KWMG LLC
Overland Park,
Kansas
|
1,89 Mio. $
|
-10.776 $
|
-242
|
-0,6 %
|
|
|
25
|
|
1,89 Mio. $
|
-55.396 $
|
-1.244
|
-3 %
|
|
