|
1
|
State Street
Boston,
Massachusetts
|
33,2 Mio. $
|
+19,7 Mio. $
|
+663.812
|
+148 %
|
|
|
2
|
Choate Investment Advisors
Boston,
Massachusetts
|
20,7 Mio. $
|
+1,21 Mio. $
|
+40.832
|
+6 %
|
|
|
3
|
|
13,3 Mio. $
|
+6 Mio. $
|
+202.072
|
+84 %
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
8,6 Mio. $
|
+3,91 Mio. $
|
+131.659
|
+84 %
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
8,58 Mio. $
|
+1,33 Mio. $
|
+44.673
|
+18 %
|
|
|
6
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
8,19 Mio. $
|
+8,28 Mio. $
|
+278.712
|
Neu
|
|
|
7
|
AssetMark Inc
Concord,
California
|
6,77 Mio. $
|
-362.462 $
|
-12.205
|
-5 %
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
6,52 Mio. $
|
-2,61 Mio. $
|
-87.820
|
-28 %
|
|
|
9
|
CI Investments Inc
Toronto,
Ontario, Canada
|
5,82 Mio. $
|
+66.820 $
|
+2.250
|
+1 %
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
2,69 Mio. $
|
+1,11 Mio. $
|
+37.356
|
+71 %
|
|
|
11
|
Global Financial Private Capital
Sarasota,
Florida
|
2,56 Mio. $
|
+267.310 $
|
+9.001
|
+12 %
|
|
|
12
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
2,04 Mio. $
|
+253.590 $
|
+8.539
|
+14 %
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
1,99 Mio. $
|
+1,96 Mio. $
|
+65.913
|
+8.291 %
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
1,73 Mio. $
|
+1,12 Mio. $
|
+37.636
|
+187 %
|
|
|
15
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
1,4 Mio. $
|
+1,38 Mio. $
|
+46.622
|
+39.178 %
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
1,33 Mio. $
|
+1,32 Mio. $
|
+44.439
|
Neu
|
|
|
17
|
Bank of New York Mellon
New York
|
1,32 Mio. $
|
-1,83 Mio. $
|
-61.590
|
-58 %
|
|
|
18
|
Baird Financial Group
Milwaukee,
Wisconsin
|
1,21 Mio. $
|
+1,2 Mio. $
|
+40.372
|
Neu
|
|
|
19
|
Lincoln National Corp
Radnor,
Pennsylvania
|
1,12 Mio. $
|
-18.561 $
|
-625
|
-2 %
|
|
|
20
|
Advisor Group
Phoenix,
Arizona
|
1,04 Mio. $
|
+302.799 $
|
+10.196
|
+42 %
|
|
|
21
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
1,01 Mio. $
|
+1 Mio. $
|
+33.776
|
Neu
|
|
|
22
|
AGF Investments Inc
Toronto,
Ontario, Canada
|
798.000 $
|
+51.110 $
|
+1.721
|
+7 %
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
715.000 $
|
+712.866 $
|
+24.004
|
Neu
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
679.000 $
|
+674.110 $
|
+22.699
|
+56.748 %
|
|
|
25
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
556.000 $
|
–
|
–
|
–
|
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