|
1
|
TIAA FSB
Jacksonville,
Florida
|
78,2 Mio. $
|
-15.641 $
|
-508
|
-0 %
|
|
|
2
|
|
23,5 Mio. $
|
+1,48 Mio. $
|
+48.226
|
+6 %
|
|
|
3
|
Abacus Wealth Partners
Santa Monica,
California
|
18,1 Mio. $
|
+1,24 Mio. $
|
+40.356
|
+7 %
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
13,1 Mio. $
|
+1,97 Mio. $
|
+63.924
|
+17 %
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
11,7 Mio. $
|
+11 Mio. $
|
+356.502
|
+932 %
|
|
|
6
|
LPL Financial
San Diego,
California
|
8,51 Mio. $
|
+1,17 Mio. $
|
+37.845
|
+15 %
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
6,9 Mio. $
|
+1,22 Mio. $
|
+39.504
|
+21 %
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
5,8 Mio. $
|
-71.371 $
|
-2.318
|
-1 %
|
|
|
9
|
Empirical Wealth Management
Seattle,
Washington
|
5,62 Mio. $
|
+464.710 $
|
+15.093
|
+9 %
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
4,5 Mio. $
|
-594.736 $
|
-19.316
|
-11 %
|
|
|
11
|
Laurel Wealth Planning
Edina,
Minnesota
|
3,79 Mio. $
|
+740.587 $
|
+24.053
|
+23 %
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
3,47 Mio. $
|
+572.721 $
|
+18.601
|
+19 %
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
3,37 Mio. $
|
+68.415 $
|
+2.222
|
+2 %
|
|
|
14
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
3,2 Mio. $
|
+274.707 $
|
+8.922
|
+9 %
|
|
|
15
|
WrapManager Inc
Mill Valley,
California
|
3,12 Mio. $
|
-148.438 $
|
-4.821
|
-4 %
|
|
|
16
|
Bank of New York Mellon
New York
|
3,08 Mio. $
|
+756.413 $
|
+24.567
|
+31 %
|
|
|
17
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
2,95 Mio. $
|
+3,06 Mio. $
|
+99.248
|
Neu
|
|
|
18
|
Fiduciary Trust
Boston,
Massachusetts
|
2,83 Mio. $
|
–
|
–
|
–
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
2,76 Mio. $
|
-991.770 $
|
-32.211
|
-26 %
|
|
|
20
|
Morningstar Investment Services
Chicago,
Illinois
|
2,43 Mio. $
|
+58.347 $
|
+1.895
|
+2 %
|
|
|
21
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
2,1 Mio. $
|
+105.855 $
|
+3.438
|
+5 %
|
|
|
22
|
Regatta Capital Group
El Segundo,
California
|
1,94 Mio. $
|
+724.053 $
|
+23.516
|
+57 %
|
|
|
23
|
Lido Advisors
Los Angeles,
California
|
1,9 Mio. $
|
-513.451 $
|
-16.676
|
-21 %
|
|
|
24
|
Robertson Stephens Wealth Management
San Francisco,
California
|
1,88 Mio. $
|
+1,95 Mio. $
|
+63.280
|
Neu
|
|
|
25
|
Beacon Pointe Advisors
Newport Beach,
California
|
1,59 Mio. $
|
+800.135 $
|
+25.987
|
+95 %
|
|
