|
1
|
Wealth Architects
Mountain View,
California
|
25,1 Mio. $
|
+2,74 Mio. $
|
+51.252
|
+12 %
|
|
|
2
|
Sequoia Financial Advisors
Akron,
Ohio
|
17,9 Mio. $
|
-57,1 Mio. $
|
-1.069.056
|
-76 %
|
|
|
3
|
Beacon Pointe Advisors
Newport Beach,
California
|
16 Mio. $
|
+3,63 Mio. $
|
+68.038
|
+29 %
|
|
|
4
|
Mariner
Overland Park,
Kansas
|
12,7 Mio. $
|
+213.017 $
|
+3.990
|
+2 %
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
9,9 Mio. $
|
+4,09 Mio. $
|
+76.633
|
+68 %
|
|
|
6
|
State Street
Boston,
Massachusetts
|
6,4 Mio. $
|
-1,71 Mio. $
|
-31.984
|
-21 %
|
|
|
7
|
Rathbones Group
Liverpool,
United Kingdom
|
4,24 Mio. $
|
-232.504 $
|
-4.355
|
-5 %
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
4,19 Mio. $
|
+4,11 Mio. $
|
+77.017
|
Neu
|
|
|
9
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
4,02 Mio. $
|
-2,63 Mio. $
|
-49.287
|
-39 %
|
|
|
10
|
Rockefeller Capital Management
New York
|
3,21 Mio. $
|
+2,44 Mio. $
|
+45.786
|
+290 %
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
3 Mio. $
|
-50.185 $
|
-940
|
-2 %
|
|
|
12
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
2,73 Mio. $
|
-170.521 $
|
-3.194
|
-6 %
|
|
|
13
|
First Foundation Advisors
Irvine,
California
|
2,63 Mio. $
|
+281.407 $
|
+5.271
|
+12 %
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
2,57 Mio. $
|
+392.721 $
|
+7.356
|
+18 %
|
|
|
15
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
1,78 Mio. $
|
-112.755 $
|
-2.112
|
-6 %
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
1,6 Mio. $
|
+320.594 $
|
+6.005
|
+24 %
|
|
|
17
|
AssetMark Inc
Concord,
California
|
1,54 Mio. $
|
-110.139 $
|
-2.063
|
-7 %
|
|
|
18
|
LPL Financial
San Diego,
California
|
1,52 Mio. $
|
+262.187 $
|
+4.911
|
+20 %
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
1,26 Mio. $
|
+104.373 $
|
+1.955
|
+9 %
|
|
|
20
|
CIBC World Market
Toronto,
Ontario, Canada
|
918.000 $
|
+73.782 $
|
+1.382
|
+9 %
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
902.000 $
|
+321.448 $
|
+6.021
|
+53 %
|
|
|
22
|
Freedom Investment Management
Hartford,
Connecticut
|
691.000 $
|
+60.061 $
|
+1.125
|
+9 %
|
|
|
23
|
Ameritas Investment Company
Lincoln,
Nebraska
|
595.000 $
|
+16.177 $
|
+303
|
Neu
|
|
|
24
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
552.000 $
|
-115.585 $
|
-2.165
|
-17 %
|
|
|
25
|
EFG Asset Management (Americas)
Miami,
Florida
|
539.000 $
|
+2.669 $
|
+50
|
+0,5 %
|
|
