|
1
|
Wealth Architects
Mountain View,
California
|
27,6 Mio. $
|
+158.147 $
|
+2.797
|
+0,5 %
|
|
|
2
|
Mariner
Overland Park,
Kansas
|
17 Mio. $
|
+1,24 Mio. $
|
+21.851
|
+7 %
|
|
|
3
|
Beacon Pointe Advisors
Newport Beach,
California
|
15,6 Mio. $
|
-8,06 Mio. $
|
-142.604
|
-33 %
|
|
|
4
|
Sequoia Financial Advisors
Akron,
Ohio
|
11,7 Mio. $
|
-146.217 $
|
-2.586
|
-1 %
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
7,41 Mio. $
|
-452 $
|
-8
|
-0 %
|
|
|
6
|
Warren Street Wealth Advisors
Newport Beach,
California
|
6,78 Mio. $
|
+156.959 $
|
+2.776
|
+2 %
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
6,58 Mio. $
|
+1,67 Mio. $
|
+29.478
|
+31 %
|
|
|
8
|
Wealth Management Resources
Smithfield,
Rhode Island
|
6,53 Mio. $
|
-613.872 $
|
-10.857
|
-8 %
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
5,18 Mio. $
|
+5,31 Mio. $
|
+93.900
|
+3.033 %
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
4,65 Mio. $
|
-478.172 $
|
-8.457
|
-9 %
|
|
|
11
|
Hedeker Wealth
Lincolnshire,
Illinois
|
3,82 Mio. $
|
+555.239 $
|
+9.820
|
+16 %
|
|
|
12
|
Scotia Capital
Toronto,
Ontario, Canada
|
3,76 Mio. $
|
+3,98 Mio. $
|
+70.353
|
Neu
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
3,41 Mio. $
|
+1,69 Mio. $
|
+29.820
|
+88 %
|
|
|
14
|
LPL Financial
San Diego,
California
|
3,05 Mio. $
|
+1,2 Mio. $
|
+21.156
|
+59 %
|
|
|
15
|
Rathbones Group
Liverpool,
United Kingdom
|
3 Mio. $
|
-150.401 $
|
-2.660
|
-5 %
|
|
|
16
|
First Foundation Advisors
Irvine,
California
|
2,98 Mio. $
|
+94.255 $
|
+1.667
|
+3 %
|
|
|
17
|
Rockefeller Capital Management
New York
|
2,41 Mio. $
|
-481.452 $
|
-8.515
|
-16 %
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
2,4 Mio. $
|
-477.098 $
|
-8.438
|
-16 %
|
|
|
19
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
2,08 Mio. $
|
-285.083 $
|
-5.042
|
-11 %
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
2,03 Mio. $
|
+1,95 Mio. $
|
+34.456
|
+965 %
|
|
|
21
|
Laidlaw Wealth Management
New York City,
New York
|
1,42 Mio. $
|
+874.246 $
|
+15.462
|
+138 %
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
1,25 Mio. $
|
+242.111 $
|
+4.282
|
+22 %
|
|
|
23
|
CIBC World Market
Toronto,
Ontario, Canada
|
1,07 Mio. $
|
+24.539 $
|
+434
|
+2 %
|
|
|
24
|
AssetMark Inc
Concord,
California
|
1,04 Mio. $
|
-132.760 $
|
-2.348
|
-11 %
|
|
|
25
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
930.000 $
|
+989.761 $
|
+17.505
|
Neu
|
|
