|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
68,1 Mio. $
|
+71,5 Mio. $
|
+2.393.738
|
Neu
|
|
|
2
|
|
34,3 Mio. $
|
-392.545 $
|
-13.148
|
-1 %
|
|
|
3
|
Abacus Wealth Partners
Santa Monica,
California
|
23,2 Mio. $
|
+781.209 $
|
+26.166
|
+3 %
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
14,9 Mio. $
|
-982.916 $
|
-32.922
|
-6 %
|
|
|
5
|
LPL Financial
San Diego,
California
|
9,8 Mio. $
|
+463.722 $
|
+15.532
|
+5 %
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
9,03 Mio. $
|
-1,41 Mio. $
|
-47.196
|
-13 %
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
8,71 Mio. $
|
+933.803 $
|
+31.277
|
+11 %
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
7,58 Mio. $
|
+836.741 $
|
+28.026
|
+12 %
|
|
|
9
|
Empirical Wealth Management
Seattle,
Washington
|
6,93 Mio. $
|
+327.101 $
|
+10.956
|
+5 %
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
4,76 Mio. $
|
-92.016 $
|
-3.082
|
-2 %
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
4,24 Mio. $
|
+991.186 $
|
+33.199
|
+29 %
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
3,85 Mio. $
|
-20.929 $
|
-701
|
-0,5 %
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
3,22 Mio. $
|
+206.543 $
|
+6.918
|
+7 %
|
|
|
14
|
Bank of New York Mellon
New York
|
3,16 Mio. $
|
+41.052 $
|
+1.375
|
+1 %
|
|
|
15
|
WrapManager Inc
Mill Valley,
California
|
3,02 Mio. $
|
-27.676 $
|
-927
|
-0,9 %
|
|
|
16
|
Regatta Capital Group
El Segundo,
California
|
2,9 Mio. $
|
+87.060 $
|
+2.916
|
+3 %
|
|
|
17
|
Fiduciary Trust
Boston,
Massachusetts
|
2,7 Mio. $
|
-51.531 $
|
-1.726
|
-2 %
|
|
|
18
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
2,52 Mio. $
|
-78.790 $
|
-2.639
|
-3 %
|
|
|
19
|
Beacon Pointe Advisors
Newport Beach,
California
|
2,49 Mio. $
|
+703.166 $
|
+23.552
|
+37 %
|
|
|
20
|
Morningstar Investment Services
Chicago,
Illinois
|
2,42 Mio. $
|
+16.271 $
|
+545
|
+0,6 %
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
1,72 Mio. $
|
+24.542 $
|
+822
|
+1 %
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
1,63 Mio. $
|
-70.758 $
|
-2.370
|
-4 %
|
|
|
23
|
Lido Advisors
Los Angeles,
California
|
1,37 Mio. $
|
-1,33 Mio. $
|
-44.556
|
-48 %
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
1,36 Mio. $
|
+234.369 $
|
+7.850
|
+20 %
|
|
|
25
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
1,32 Mio. $
|
+38.663 $
|
+1.295
|
+3 %
|
|
