|
1
|
Wealth Architects
Mountain View,
California
|
31,9 Mio. $
|
+863.601 $
|
+15.707
|
+3 %
|
|
|
2
|
Mariner
Overland Park,
Kansas
|
17 Mio. $
|
-2,3 Mio. $
|
-41.889
|
-12 %
|
|
|
3
|
Hills Bank & Trust
North Liberty,
Iowa
|
11,8 Mio. $
|
+492.033 $
|
+8.949
|
+4 %
|
|
|
4
|
LPL Financial
San Diego,
California
|
9,9 Mio. $
|
+4,37 Mio. $
|
+79.455
|
+78 %
|
|
|
5
|
Warren Street Wealth Advisors
Newport Beach,
California
|
7,79 Mio. $
|
+213.220 $
|
+3.878
|
+3 %
|
|
|
6
|
Bank of Montreal
Toronto,
Ontario, Canada
|
4,46 Mio. $
|
-440.955 $
|
-8.020
|
-9 %
|
|
|
7
|
Beacon Pointe Advisors
Newport Beach,
California
|
4,04 Mio. $
|
-864.260 $
|
-15.719
|
-18 %
|
|
|
8
|
TownSquare Capital
Provo,
Utah
|
3,86 Mio. $
|
+3,49 Mio. $
|
+63.555
|
+902 %
|
|
|
9
|
State Street
Boston,
Massachusetts
|
3,7 Mio. $
|
+3,72 Mio. $
|
+67.701
|
Neu
|
|
|
10
|
Sequoia Financial Advisors
Akron,
Ohio
|
3,35 Mio. $
|
-188.533 $
|
-3.429
|
-5 %
|
|
|
11
|
Oxford Financial Group
Carmel,
Indiana
|
3,24 Mio. $
|
+21.278 $
|
+387
|
+0,7 %
|
|
|
12
|
Scotia Capital
Toronto,
Ontario, Canada
|
2,91 Mio. $
|
+19.024 $
|
+346
|
+0,7 %
|
|
|
13
|
CX Institutional
Auburn,
Indiana
|
2,72 Mio. $
|
-65.593 $
|
-1.193
|
-2 %
|
|
|
14
|
Rathbones Group
Liverpool,
United Kingdom
|
2,45 Mio. $
|
+50.253 $
|
+914
|
+2 %
|
|
|
15
|
Baker Avenue Asset Management
San Francisco,
California
|
2,44 Mio. $
|
-82.583 $
|
-1.502
|
-3 %
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
2,23 Mio. $
|
-386.138 $
|
-7.023
|
-15 %
|
|
|
17
|
|
2,16 Mio. $
|
-1,66 Mio. $
|
-30.120
|
-43 %
|
|
|
18
|
Naples Global Advisors
Naples,
Florida
|
2,03 Mio. $
|
+43.986 $
|
+800
|
+2 %
|
|
|
19
|
Hobart Private Capital
Charlotte,
North Carolina
|
1,94 Mio. $
|
-77.469 $
|
-1.409
|
-4 %
|
|
|
20
|
Global Retirement Partners
San Rafael,
California
|
1,74 Mio. $
|
+583.963 $
|
+10.621
|
+50 %
|
|
|
21
|
|
1,72 Mio. $
|
+194.746 $
|
+3.542
|
+13 %
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
1,62 Mio. $
|
+156.314 $
|
+2.843
|
+11 %
|
|
|
23
|
Citizens Financial Group
Providence,
Rhode Island
|
1,6 Mio. $
|
+11.931 $
|
+217
|
+0,7 %
|
|
|
24
|
Breakwater Investment Management
Seattle,
Washington
|
1,59 Mio. $
|
+50.968 $
|
+927
|
+3 %
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
1,52 Mio. $
|
+205.467 $
|
+3.737
|
+16 %
|
|
