|
1
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
13,3 Mio. $
|
+722.983 $
|
+28.639
|
+6 %
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
12,7 Mio. $
|
+2,72 Mio. $
|
+107.765
|
+26 %
|
|
|
3
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
12,5 Mio. $
|
+8,95 Mio. $
|
+354.340
|
+222 %
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
12,2 Mio. $
|
+2,7 Mio. $
|
+106.916
|
+27 %
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
10,9 Mio. $
|
+5,11 Mio. $
|
+202.308
|
+83 %
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
7,31 Mio. $
|
+2,37 Mio. $
|
+93.960
|
+46 %
|
|
|
7
|
US Bancorp
Minneapolis,
Minnesota
|
7,26 Mio. $
|
+1,75 Mio. $
|
+69.230
|
+30 %
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
5,52 Mio. $
|
+1,32 Mio. $
|
+52.438
|
+30 %
|
|
|
9
|
Confluence Investment Management
St. Louis,
Missouri
|
5,28 Mio. $
|
-189.386 $
|
-7.502
|
-3 %
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
4,23 Mio. $
|
+471.394 $
|
+18.673
|
+12 %
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
4,19 Mio. $
|
+3,99 Mio. $
|
+158.178
|
+1.148 %
|
|
|
12
|
Praetorian Wealth Management
Carmel,
California
|
4,19 Mio. $
|
-353 $
|
-14
|
-0 %
|
|
|
13
|
Steward Partners Investment Advisory
New York
|
3,79 Mio. $
|
-121.427 $
|
-4.810
|
-3 %
|
|
|
14
|
|
3,76 Mio. $
|
+3,89 Mio. $
|
+153.995
|
Neu
|
|
|
15
|
|
2,82 Mio. $
|
+265.574 $
|
+10.520
|
+10 %
|
|
|
16
|
Gateway Advisory
Westfield,
New Jersey
|
2,65 Mio. $
|
+2,74 Mio. $
|
+108.727
|
Neu
|
|
|
17
|
LPL Financial
San Diego,
California
|
2,02 Mio. $
|
+193.425 $
|
+7.662
|
+10 %
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
1,49 Mio. $
|
+8.760 $
|
+347
|
+0,6 %
|
|
|
19
|
Legacy Private Trust
Neenah,
Wisconsin
|
1,19 Mio. $
|
–
|
–
|
–
|
|
|
20
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
1,1 Mio. $
|
+1,14 Mio. $
|
+45.252
|
Neu
|
|
|
21
|
PFS Investments
Duluth,
Georgia
|
1,1 Mio. $
|
+1,14 Mio. $
|
+45.062
|
Neu
|
|
|
22
|
Prism Advisors
Studio City,
California
|
1,09 Mio. $
|
–
|
–
|
–
|
|
|
23
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
1,05 Mio. $
|
+100.979 $
|
+4.000
|
+10 %
|
|
|
24
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
691.000 $
|
–
|
–
|
–
|
|
|
25
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
686.000 $
|
+196.177 $
|
+7.771
|
+38 %
|
|
