|
1
|
Essential Planning
Portsmouth,
New Hampshire
|
78,9 Mio. $
|
+77,6 Mio. $
|
+1.477.872
|
+5.839 %
|
|
|
2
|
|
47,6 Mio. $
|
-4,04 Mio. $
|
-76.955
|
-8 %
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
28,9 Mio. $
|
-5,11 Mio. $
|
-97.306
|
-15 %
|
|
|
4
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
25,7 Mio. $
|
+713.778 $
|
+13.601
|
+3 %
|
|
|
5
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
25,6 Mio. $
|
+14,8 Mio. $
|
+281.727
|
+136 %
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
19 Mio. $
|
-399.844 $
|
-7.619
|
-2 %
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
16,1 Mio. $
|
+2,19 Mio. $
|
+41.811
|
+16 %
|
|
|
8
|
Bleakley Financial Group
Fairfield,
New Jersey
|
14,7 Mio. $
|
+108.896 $
|
+2.075
|
+0,7 %
|
|
|
9
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
12,7 Mio. $
|
+2,85 Mio. $
|
+54.265
|
+29 %
|
|
|
10
|
LPL Financial
San Diego,
California
|
9,48 Mio. $
|
-2,15 Mio. $
|
-41.061
|
-18 %
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
9,24 Mio. $
|
-1,39 Mio. $
|
-26.481
|
-13 %
|
|
|
12
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
7,19 Mio. $
|
-266.178 $
|
-5.072
|
-4 %
|
|
|
13
|
3EDGE Asset Management
Naples,
Florida
|
6,73 Mio. $
|
+6,75 Mio. $
|
+128.645
|
Neu
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
5,9 Mio. $
|
+374.968 $
|
+7.145
|
+7 %
|
|
|
15
|
Beacon Pointe Advisors
Newport Beach,
California
|
5,78 Mio. $
|
-712.676 $
|
-13.580
|
-11 %
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
5,67 Mio. $
|
+4,38 Mio. $
|
+83.550
|
+337 %
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
5,27 Mio. $
|
-745.895 $
|
-14.213
|
-12 %
|
|
|
18
|
Lutz Financial Services
Omaha,
Nebraska
|
4,82 Mio. $
|
-39.622 $
|
-755
|
-0,8 %
|
|
|
19
|
|
4,67 Mio. $
|
+4,68 Mio. $
|
+89.226
|
Neu
|
|
|
20
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
4,54 Mio. $
|
+247.285 $
|
+4.712
|
+6 %
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
3,98 Mio. $
|
-986.568 $
|
-18.799
|
-20 %
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
3,78 Mio. $
|
-327.579 $
|
-6.242
|
-8 %
|
|
|
23
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
3,56 Mio. $
|
-67.594 $
|
-1.288
|
-2 %
|
|
|
24
|
Great Valley Advisor Group
Wilmington,
Delaware
|
3,29 Mio. $
|
+235.687 $
|
+4.491
|
+8 %
|
|
|
25
|
Woodward Financial Advisors
Chapel Hill,
North Carolina
|
2,84 Mio. $
|
+35.529 $
|
+677
|
+1 %
|
|
