|
1
|
Wealth Architects
Mountain View,
California
|
27,6 Mio. $
|
+670.865 $
|
+12.338
|
+2 %
|
|
|
2
|
Mariner
Overland Park,
Kansas
|
19 Mio. $
|
-649.333 $
|
-11.942
|
-3 %
|
|
|
3
|
Beacon Pointe Advisors
Newport Beach,
California
|
18,1 Mio. $
|
+2,12 Mio. $
|
+39.043
|
+13 %
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
11,9 Mio. $
|
+1,57 Mio. $
|
+28.805
|
+15 %
|
|
|
5
|
Hills Bank & Trust
North Liberty,
Iowa
|
8,29 Mio. $
|
+2,8 Mio. $
|
+51.520
|
+50 %
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
7,98 Mio. $
|
+70.523 $
|
+1.297
|
+0,9 %
|
|
|
7
|
Wealth Management Resources
Smithfield,
Rhode Island
|
7,21 Mio. $
|
-138.001 $
|
-2.538
|
-2 %
|
|
|
8
|
Warren Street Wealth Advisors
Newport Beach,
California
|
6,26 Mio. $
|
+62.095 $
|
+1.142
|
+1 %
|
|
|
9
|
Oxford Financial Group
Carmel,
Indiana
|
5,83 Mio. $
|
+117.719 $
|
+2.165
|
+2 %
|
|
|
10
|
LPL Financial
San Diego,
California
|
5,16 Mio. $
|
+448.258 $
|
+8.244
|
+9 %
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
5,09 Mio. $
|
+45.022 $
|
+828
|
+0,9 %
|
|
|
12
|
Sequoia Financial Advisors
Akron,
Ohio
|
5,04 Mio. $
|
+663.470 $
|
+12.202
|
+15 %
|
|
|
13
|
Scotia Capital
Toronto,
Ontario, Canada
|
3,38 Mio. $
|
-210.753 $
|
-3.876
|
-6 %
|
|
|
14
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
2,73 Mio. $
|
+13.974 $
|
+257
|
+0,5 %
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
2,57 Mio. $
|
-5.981 $
|
-110
|
-0,2 %
|
|
|
16
|
Rathbones Group
Liverpool,
United Kingdom
|
2,36 Mio. $
|
-154.368 $
|
-2.839
|
-6 %
|
|
|
17
|
|
1,87 Mio. $
|
+208.796 $
|
+3.840
|
+12 %
|
|
|
18
|
|
1,71 Mio. $
|
+356.584 $
|
+6.558
|
+26 %
|
|
|
19
|
Lazard Asset Management
New York
|
1,55 Mio. $
|
–
|
–
|
–
|
|
|
20
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
1,52 Mio. $
|
-69.816 $
|
-1.284
|
-4 %
|
|
|
21
|
Hedeker Wealth
Lincolnshire,
Illinois
|
1,48 Mio. $
|
-241.855 $
|
-4.448
|
-14 %
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
1,47 Mio. $
|
+381 $
|
+7
|
+0 %
|
|
|
23
|
CIBC World Market
Toronto,
Ontario, Canada
|
1,34 Mio. $
|
+250.283 $
|
+4.603
|
+22 %
|
|
|
24
|
Hobart Private Capital
Charlotte,
North Carolina
|
1,33 Mio. $
|
-11.201 $
|
-206
|
-0,8 %
|
|
|
25
|
Newport Capital Group
Red Bank,
New Jersey
|
1,32 Mio. $
|
+1,34 Mio. $
|
+24.640
|
Neu
|
|
