|
1
|
Bank of America
Charlotte,
North Carolina
|
214 Mio. $
|
-18,3 Mio. $
|
-128.052
|
-7 %
|
|
|
2
|
Global Endowment Management
Charlotte,
North Carolina
|
90,7 Mio. $
|
–
|
–
|
–
|
|
|
3
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
70,4 Mio. $
|
+4,32 Mio. $
|
+30.193
|
+6 %
|
|
|
4
|
|
69,7 Mio. $
|
-425.258 $
|
-2.970
|
-0,6 %
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
65 Mio. $
|
+15,2 Mio. $
|
+106.490
|
+28 %
|
|
|
6
|
Cadence Bank
Tupelo,
Mississippi
|
61,3 Mio. $
|
-1,02 Mio. $
|
-7.141
|
-2 %
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
53,9 Mio. $
|
+6,7 Mio. $
|
+46.777
|
+13 %
|
|
|
8
|
Ancora Advisors
Cleveland,
Ohio
|
52,9 Mio. $
|
+573 $
|
+4
|
+0 %
|
|
|
9
|
New York Life Investment Management
New York
|
48,7 Mio. $
|
+8,87 Mio. $
|
+61.965
|
+20 %
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
43,1 Mio. $
|
+922.537 $
|
+6.443
|
+2 %
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
41,8 Mio. $
|
+2,61 Mio. $
|
+18.243
|
+6 %
|
|
|
12
|
Leavell Investment Management
Mobile,
Alabama
|
40,2 Mio. $
|
+1,54 Mio. $
|
+10.770
|
+4 %
|
|
|
13
|
LPL Financial
San Diego,
California
|
39,8 Mio. $
|
-1,21 Mio. $
|
-8.476
|
-3 %
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
36,3 Mio. $
|
-5,69 Mio. $
|
-39.758
|
-13 %
|
|
|
15
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
34,9 Mio. $
|
+818.442 $
|
+5.716
|
+2 %
|
|
|
16
|
Verus Financial Partners
Richmond,
Virginia
|
34,6 Mio. $
|
-1,24 Mio. $
|
-8.677
|
-3 %
|
|
|
17
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
29 Mio. $
|
+3,06 Mio. $
|
+21.390
|
+11 %
|
|
|
18
|
CI Investments Inc
Toronto,
Ontario, Canada
|
28,6 Mio. $
|
+8,22 Mio. $
|
+57.416
|
+36 %
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
27,8 Mio. $
|
+1,47 Mio. $
|
+10.270
|
+5 %
|
|
|
20
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
26 Mio. $
|
+936.426 $
|
+6.540
|
+3 %
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
20,1 Mio. $
|
+66.867 $
|
+467
|
+0,3 %
|
|
|
22
|
Rockefeller Capital Management
New York
|
19,1 Mio. $
|
-319.731 $
|
-2.233
|
-2 %
|
|
|
23
|
FDx Advisors
Chicago,
Illinois
|
18,4 Mio. $
|
+20 Mio. $
|
+139.919
|
Neu
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
17,1 Mio. $
|
-2,53 Mio. $
|
-17.645
|
-12 %
|
|
|
25
|
ProVise Management Group
Clearwater,
Florida
|
17,1 Mio. $
|
+2,09 Mio. $
|
+14.611
|
+13 %
|
|
