|
1
|
TIAA FSB
Jacksonville,
Florida
|
55,8 Mio. $
|
+4,32 Mio. $
|
+114.681
|
+8 %
|
|
|
2
|
Tiedemann Advisors
New York
|
32,7 Mio. $
|
+2,26 Mio. $
|
+59.825
|
+7 %
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
19,7 Mio. $
|
+2,72 Mio. $
|
+72.148
|
+14 %
|
|
|
4
|
Parcion Private Wealth
Bellevue,
Washington
|
17,6 Mio. $
|
-6,3 Mio. $
|
-166.946
|
-26 %
|
|
|
5
|
LPL Financial
San Diego,
California
|
7,85 Mio. $
|
-1,42 Mio. $
|
-37.658
|
-14 %
|
|
|
6
|
|
6,43 Mio. $
|
+1,53 Mio. $
|
+40.593
|
+28 %
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
6,25 Mio. $
|
+1,74 Mio. $
|
+46.019
|
+34 %
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
6,17 Mio. $
|
+736.253 $
|
+19.525
|
+12 %
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
5,4 Mio. $
|
+9.352 $
|
+248
|
+0,2 %
|
|
|
10
|
High Note Wealth
Deephaven,
Minnesota
|
5,05 Mio. $
|
-11.199 $
|
-297
|
-0,2 %
|
|
|
11
|
Central Trust Company
Jefferson City,
Missouri
|
3,48 Mio. $
|
-1,23 Mio. $
|
-32.534
|
-24 %
|
|
|
12
|
Whittier Trust
South Pasadena,
California
|
3,46 Mio. $
|
-342.428 $
|
-9.081
|
-8 %
|
|
|
13
|
WrapManager Inc
Mill Valley,
California
|
3,11 Mio. $
|
+122.024 $
|
+3.236
|
+4 %
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
3,07 Mio. $
|
-99.700 $
|
-2.644
|
-3 %
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
2,84 Mio. $
|
+12.331 $
|
+327
|
+0,4 %
|
|
|
16
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
2,83 Mio. $
|
+349.140 $
|
+9.259
|
+13 %
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
2,7 Mio. $
|
-663.250 $
|
-17.589
|
-18 %
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
2,55 Mio. $
|
+1,23 Mio. $
|
+32.689
|
+79 %
|
|
|
19
|
Bank of New York Mellon
New York
|
2,5 Mio. $
|
+910.163 $
|
+24.137
|
+50 %
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
2,45 Mio. $
|
+43.666 $
|
+1.158
|
+2 %
|
|
|
21
|
Fiduciary Trust
Boston,
Massachusetts
|
2,33 Mio. $
|
–
|
–
|
–
|
|
|
22
|
RWA Wealth Partners
Newton,
Massachusetts
|
2,31 Mio. $
|
+27.188 $
|
+721
|
+1 %
|
|
|
23
|
Financial Network Wealth Management
Draper,
Utah
|
2,3 Mio. $
|
+822.303 $
|
+21.807
|
+48 %
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
2,25 Mio. $
|
-192.387 $
|
-5.102
|
-7 %
|
|
|
25
|
Money Design
Tokyo,
Japan
|
1,82 Mio. $
|
-4,1 Mio. $
|
-108.628
|
-67 %
|
|
