|
1
|
TIAA FSB
Jacksonville,
Florida
|
80 Mio. $
|
-5,5 Mio. $
|
-163.273
|
-6 %
|
|
|
2
|
|
21,6 Mio. $
|
+1,34 Mio. $
|
+39.834
|
+6 %
|
|
|
3
|
Abacus Wealth Partners
Santa Monica,
California
|
15,9 Mio. $
|
+1,11 Mio. $
|
+32.882
|
+7 %
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
10,6 Mio. $
|
+2,07 Mio. $
|
+61.570
|
+22 %
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
7,61 Mio. $
|
+1,53 Mio. $
|
+45.512
|
+22 %
|
|
|
6
|
LPL Financial
San Diego,
California
|
6,12 Mio. $
|
+724.353 $
|
+21.517
|
+12 %
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
5,85 Mio. $
|
+1,13 Mio. $
|
+33.441
|
+21 %
|
|
|
8
|
Empirical Wealth Management
Seattle,
Washington
|
4,74 Mio. $
|
-581.280 $
|
-17.267
|
-10 %
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
3,99 Mio. $
|
+804.473 $
|
+23.897
|
+22 %
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
3,65 Mio. $
|
+3,56 Mio. $
|
+105.643
|
+789 %
|
|
|
11
|
WrapManager Inc
Mill Valley,
California
|
3,41 Mio. $
|
-162.261 $
|
-4.820
|
-4 %
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
3,38 Mio. $
|
–
|
–
|
–
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
2,95 Mio. $
|
+79.549 $
|
+2.363
|
+3 %
|
|
|
14
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
2,91 Mio. $
|
+31.139 $
|
+925
|
+1 %
|
|
|
15
|
Fiduciary Trust
Boston,
Massachusetts
|
2,9 Mio. $
|
–
|
–
|
–
|
|
|
16
|
Bank of New York Mellon
New York
|
2,87 Mio. $
|
+682.912 $
|
+20.286
|
+28 %
|
|
|
17
|
Laurel Wealth Planning
Edina,
Minnesota
|
2,51 Mio. $
|
+721.289 $
|
+21.426
|
+35 %
|
|
|
18
|
Morningstar Investment Services
Chicago,
Illinois
|
2,38 Mio. $
|
+449.518 $
|
+13.353
|
+21 %
|
|
|
19
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
1,58 Mio. $
|
+1,74 Mio. $
|
+51.688
|
Neu
|
|
|
20
|
Koss-Olinger Consulting
Gainesville,
Florida
|
1,43 Mio. $
|
+351.017 $
|
+10.427
|
+29 %
|
|
|
21
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
1,39 Mio. $
|
+56.825 $
|
+1.688
|
+4 %
|
|
|
22
|
Regatta Capital Group
El Segundo,
California
|
1,28 Mio. $
|
+92.543 $
|
+2.749
|
+7 %
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
1,25 Mio. $
|
+455.140 $
|
+13.520
|
+50 %
|
|
|
24
|
Lido Advisors
Los Angeles,
California
|
1,22 Mio. $
|
+20.804 $
|
+618
|
+2 %
|
|
|
25
|
RWA Wealth Partners
Newton,
Massachusetts
|
1,2 Mio. $
|
+1,32 Mio. $
|
+39.244
|
Neu
|
|
