|
1
|
Bank of America
Charlotte,
North Carolina
|
71 Mio. $
|
+2,04 Mio. $
|
+22.411
|
+3 %
|
|
|
2
|
|
26,6 Mio. $
|
+1,81 Mio. $
|
+19.952
|
+7 %
|
|
|
3
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
26,4 Mio. $
|
+973.009 $
|
+10.707
|
+4 %
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
25 Mio. $
|
+3,19 Mio. $
|
+35.104
|
+13 %
|
|
|
5
|
Cullen/Frost Bankers
San Antonio,
Texas
|
21,3 Mio. $
|
+22 Mio. $
|
+242.248
|
+3.416 %
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
19,9 Mio. $
|
-9,47 Mio. $
|
-104.154
|
-31 %
|
|
|
7
|
L.J. Altfest & Co
New York
|
19,6 Mio. $
|
-5,68 Mio. $
|
-62.492
|
-21 %
|
|
|
8
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
17,3 Mio. $
|
+6,23 Mio. $
|
+68.503
|
+51 %
|
|
|
9
|
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
16,9 Mio. $
|
+7,54 Mio. $
|
+83.000
|
+72 %
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
10,3 Mio. $
|
-1,7 Mio. $
|
-18.694
|
-13 %
|
|
|
11
|
Charles Schwab Investment Advisory
San Francisco,
California
|
10,1 Mio. $
|
-9.905 $
|
-109
|
-0,1 %
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
10 Mio. $
|
-551.617 $
|
-6.070
|
-5 %
|
|
|
13
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
8,94 Mio. $
|
+404.853 $
|
+4.455
|
+4 %
|
|
|
14
|
GW & Wade
Wellesley,
Massachusetts
|
8,39 Mio. $
|
+3,28 Mio. $
|
+36.054
|
+58 %
|
|
|
15
|
Rockefeller Capital Management
New York
|
8,09 Mio. $
|
+998.364 $
|
+10.986
|
+13 %
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
7,89 Mio. $
|
+4,33 Mio. $
|
+47.640
|
+106 %
|
|
|
17
|
LPL Financial
San Diego,
California
|
7,5 Mio. $
|
+1,63 Mio. $
|
+17.910
|
+26 %
|
|
|
18
|
Peak Financial Management
Wellesley,
Massachusetts
|
6,16 Mio. $
|
+309.796 $
|
+3.409
|
+5 %
|
|
|
19
|
IFG Advisory
Atlanta,
Georgia
|
5,64 Mio. $
|
+557.343 $
|
+6.133
|
+10 %
|
|
|
20
|
Solitude Financial Services
Charlottesville,
Virginia
|
5,21 Mio. $
|
-4,63 Mio. $
|
-50.987
|
-45 %
|
|
|
21
|
Treynor Bancshares
Treynor,
Iowa
|
4,88 Mio. $
|
+591.875 $
|
+6.513
|
+13 %
|
|
|
22
|
|
4,27 Mio. $
|
+4,54 Mio. $
|
+50.000
|
Neu
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
3,7 Mio. $
|
+1,17 Mio. $
|
+12.826
|
+42 %
|
|
|
24
|
Stegent Equity Advisors
Houston,
Texas
|
3,59 Mio. $
|
-887.132 $
|
-9.762
|
-19 %
|
|
|
25
|
Castellan Group
Louisville,
Kentucky
|
3,39 Mio. $
|
+467.103 $
|
+5.140
|
+15 %
|
|
