|
1
|
Bank of America
Charlotte,
North Carolina
|
181 Mio. $
|
+72,2 Mio. $
|
+3.136.158
|
+61 %
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
63,4 Mio. $
|
+61,1 Mio. $
|
+2.652.171
|
+1.041 %
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
62,5 Mio. $
|
+65,9 Mio. $
|
+2.862.998
|
Neu
|
|
|
4
|
Bank of Montreal
Toronto,
Ontario, Canada
|
46 Mio. $
|
-7,52 Mio. $
|
-326.334
|
-13 %
|
|
|
5
|
Colony Group
Boston,
Massachusetts
|
43,6 Mio. $
|
+46 Mio. $
|
+1.996.673
|
Neu
|
|
|
6
|
Strid Group
Newtown Square,
Pennsylvania
|
32 Mio. $
|
-10,3 Mio. $
|
-449.076
|
-23 %
|
|
|
7
|
Hengehold Capital Management
Cincinnati,
Ohio
|
27,2 Mio. $
|
-2,02 Mio. $
|
-87.621
|
-7 %
|
|
|
8
|
Suntrust Banks
Atlanta,
Georgia
|
27 Mio. $
|
-3,43 Mio. $
|
-148.780
|
-11 %
|
|
|
9
|
State Street
Boston,
Massachusetts
|
24 Mio. $
|
-2,54 Mio. $
|
-110.057
|
-9 %
|
|
|
10
|
Eastern Bank
Boston,
Massachusetts
|
23,2 Mio. $
|
-373.607 $
|
-16.220
|
-2 %
|
|
|
11
|
Mirae Asset Global Investments
Seoul,
South Korea
|
22,1 Mio. $
|
–
|
–
|
–
|
|
|
12
|
Tanglewood Wealth Management
Houston,
Texas
|
20,7 Mio. $
|
+21,8 Mio. $
|
+947.505
|
Neu
|
|
|
13
|
Cobblestone Capital Advisors
Rochester,
New York
|
18,7 Mio. $
|
+10,2 Mio. $
|
+442.686
|
+107 %
|
|
|
14
|
TIAA FSB
Jacksonville,
Florida
|
18,4 Mio. $
|
-17,6 Mio. $
|
-764.481
|
-48 %
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
17,6 Mio. $
|
+7,59 Mio. $
|
+329.505
|
+69 %
|
|
|
16
|
Sequoia Financial Advisors
Akron,
Ohio
|
15,6 Mio. $
|
+3,73 Mio. $
|
+161.949
|
+29 %
|
|
|
17
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
14,2 Mio. $
|
+1,87 Mio. $
|
+81.216
|
+14 %
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
13,5 Mio. $
|
+8,83 Mio. $
|
+383.497
|
+164 %
|
|
|
19
|
Freestone Capital Holdings
Seattle,
Washington
|
12,9 Mio. $
|
+13,6 Mio. $
|
+591.566
|
Neu
|
|
|
20
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
11,5 Mio. $
|
+3,68 Mio. $
|
+159.919
|
+44 %
|
|
|
21
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
10,7 Mio. $
|
-284.213 $
|
-12.339
|
-2 %
|
|
|
22
|
Pitcairn
Conshohocken,
Pennsylvania
|
10,4 Mio. $
|
-258.438 $
|
-11.220
|
-2 %
|
|
|
23
|
Domani Wealth
Lancaster,
Pennsylvania
|
10,3 Mio. $
|
+7,69 Mio. $
|
+334.044
|
+242 %
|
|
|
24
|
Arcadia Investment Advisors
Eagle,
Idaho
|
10 Mio. $
|
-649.366 $
|
-28.192
|
-6 %
|
|
|
25
|
|
9,32 Mio. $
|
+1,73 Mio. $
|
+75.144
|
+21 %
|
|
