|
1
|
Creative Planning
Overland Park,
Kansas
|
54,1 Mio. $
|
+6,57 Mio. $
|
+139.571
|
+14 %
|
|
|
2
|
Private Vista
Chicago,
Illinois
|
39 Mio. $
|
-3,88 Mio. $
|
-82.460
|
-9 %
|
|
|
3
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
15,2 Mio. $
|
-5,61 Mio. $
|
-119.079
|
-27 %
|
|
|
4
|
|
9,7 Mio. $
|
+1,12 Mio. $
|
+23.806
|
+13 %
|
|
|
5
|
M&T Bank
Buffalo,
New York
|
8,29 Mio. $
|
+284.738 $
|
+6.045
|
+4 %
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
7,25 Mio. $
|
+86.198 $
|
+1.830
|
+1 %
|
|
|
7
|
Huntington National Bank
Columbus,
Ohio
|
6,81 Mio. $
|
-6,88 Mio. $
|
-146.005
|
Geschlossen
|
|
|
8
|
MML Investors Services
Springfield,
Massachusetts
|
4,88 Mio. $
|
+4,86 Mio. $
|
+103.269
|
Neu
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
4,76 Mio. $
|
-681.722 $
|
-14.473
|
-13 %
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
4,04 Mio. $
|
+615.495 $
|
+13.067
|
+18 %
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
4 Mio. $
|
+730.144 $
|
+15.501
|
+22 %
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
3,46 Mio. $
|
+955.296 $
|
+20.281
|
+38 %
|
|
|
13
|
Corda Investment Management
Houston,
Texas
|
2,69 Mio. $
|
+177.107 $
|
+3.760
|
+7 %
|
|
|
14
|
Blue Chip Partners
Farmington Hills,
Michigan
|
2,45 Mio. $
|
-3,75 Mio. $
|
-79.680
|
-61 %
|
|
|
15
|
Baystate Wealth Management
Boston,
Massachusetts
|
2,4 Mio. $
|
+903.624 $
|
+19.184
|
+21 %
|
|
|
16
|
|
2,18 Mio. $
|
+616.390 $
|
+13.086
|
+40 %
|
|
|
17
|
Advisory Research
Chicago,
Illinois
|
2,18 Mio. $
|
+644.840 $
|
+13.690
|
+42 %
|
|
|
18
|
Evanson Asset Management
Carmel,
California
|
1,99 Mio. $
|
+5.134 $
|
+109
|
+0,3 %
|
|
|
19
|
Evercore Wealth Management
New York
|
1,87 Mio. $
|
–
|
–
|
–
|
|
|
20
|
Bank of New York Mellon
New York
|
1,69 Mio. $
|
+1,44 Mio. $
|
+30.500
|
+578 %
|
|
|
21
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
1,53 Mio. $
|
-241.309 $
|
-5.123
|
-14 %
|
|
|
22
|
KWMG LLC
Overland Park,
Kansas
|
1,26 Mio. $
|
-55.063 $
|
-1.169
|
-4 %
|
|
|
23
|
Ruggie Capital Group
Tavares,
Florida
|
1,16 Mio. $
|
-71.361 $
|
-1.515
|
-6 %
|
|
|
24
|
LPL Financial
San Diego,
California
|
1,16 Mio. $
|
+796.512 $
|
+16.910
|
+223 %
|
|
|
25
|
|
1,04 Mio. $
|
+57.795 $
|
+1.227
|
+6 %
|
|
