|
1
|
Aspiriant LLC
Los Angeles,
California
|
75,8 Mio. $
|
-16,7 Mio. $
|
-363.168
|
-18 %
|
|
|
2
|
The Family Firm
Bethesda,
Maryland
|
33,8 Mio. $
|
-24,6 Mio. $
|
-536.143
|
-67 %
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
32,7 Mio. $
|
+9,16 Mio. $
|
+199.584
|
+39 %
|
|
|
4
|
Jones Financial Companies
Des Peres,
Missouri
|
11,9 Mio. $
|
-500.078 $
|
-10.896
|
-4 %
|
|
|
5
|
William Blair & Company
Chicago,
Illinois
|
11,2 Mio. $
|
-148.839 $
|
-3.243
|
-1 %
|
|
|
6
|
|
11 Mio. $
|
+1,54 Mio. $
|
+33.609
|
+16 %
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
8,38 Mio. $
|
+1,17 Mio. $
|
+25.532
|
+16 %
|
|
|
8
|
LPL Financial
San Diego,
California
|
7,71 Mio. $
|
-946.551 $
|
-20.624
|
-11 %
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
5,54 Mio. $
|
+3.442 $
|
+75
|
+0,1 %
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
5,3 Mio. $
|
-27.354 $
|
-596
|
-0,5 %
|
|
|
11
|
|
4,95 Mio. $
|
+3.993 $
|
+87
|
+0,1 %
|
|
|
12
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
4,64 Mio. $
|
+534.271 $
|
+11.641
|
+13 %
|
|
|
13
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
4,58 Mio. $
|
-431.648 $
|
-9.405
|
-9 %
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
4 Mio. $
|
-193.266 $
|
-4.211
|
-5 %
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
3,83 Mio. $
|
-303.737 $
|
-6.618
|
-7 %
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
3,4 Mio. $
|
-5.921 $
|
-129
|
-0,2 %
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
3,37 Mio. $
|
+112.490 $
|
+2.451
|
+3 %
|
|
|
18
|
Asset Management Group
Stamford,
Connecticut
|
3,27 Mio. $
|
-7.252 $
|
-158
|
-0,2 %
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
2,96 Mio. $
|
-51.036 $
|
-1.112
|
-2 %
|
|
|
20
|
JFB Holdings Corp
Atlanta,
Georgia
|
2,87 Mio. $
|
+1,35 Mio. $
|
+29.454
|
+90 %
|
|
|
21
|
Advisor Group
Phoenix,
Arizona
|
2,61 Mio. $
|
+74.534 $
|
+1.624
|
+3 %
|
|
|
22
|
Howland Capital Management
Boston,
Massachusetts
|
2,49 Mio. $
|
–
|
–
|
–
|
|
|
23
|
Boston Partners
Boston,
Massachusetts
|
2,24 Mio. $
|
–
|
–
|
–
|
|
|
24
|
Oliver Luxxe Assets
Gladstone,
New Jersey
|
2,05 Mio. $
|
+149.574 $
|
+3.259
|
+8 %
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
1,91 Mio. $
|
+19.322 $
|
+421
|
+1 %
|
|
