|
1
|
TIAA FSB
Jacksonville,
Florida
|
55,8 Mio. $
|
+2,43 Mio. $
|
+65.839
|
+4 %
|
|
|
2
|
Tiedemann Advisors
New York
|
27,5 Mio. $
|
-4,29 Mio. $
|
-116.126
|
-12 %
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
20,5 Mio. $
|
+1,67 Mio. $
|
+45.368
|
+8 %
|
|
|
4
|
Parcion Private Wealth
Bellevue,
Washington
|
15,8 Mio. $
|
+82.920 $
|
+2.247
|
+0,5 %
|
|
|
5
|
LPL Financial
San Diego,
California
|
8,35 Mio. $
|
+916.220 $
|
+24.828
|
+11 %
|
|
|
6
|
|
6,5 Mio. $
|
+364.488 $
|
+9.877
|
+5 %
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
6,09 Mio. $
|
+1,01 Mio. $
|
+27.353
|
+17 %
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
5,2 Mio. $
|
-901.312 $
|
-24.424
|
-13 %
|
|
|
9
|
High Note Wealth
Deephaven,
Minnesota
|
4,91 Mio. $
|
-118.162 $
|
-3.202
|
-2 %
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
4,22 Mio. $
|
-1,91 Mio. $
|
-51.664
|
-29 %
|
|
|
11
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
3,47 Mio. $
|
+2,22 Mio. $
|
+60.249
|
+134 %
|
|
|
12
|
Whittier Trust
South Pasadena,
California
|
3,33 Mio. $
|
+4.281 $
|
+116
|
+0,1 %
|
|
|
13
|
WrapManager Inc
Mill Valley,
California
|
3,18 Mio. $
|
+223.188 $
|
+6.048
|
+7 %
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
3,17 Mio. $
|
+251.750 $
|
+6.822
|
+8 %
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
3,07 Mio. $
|
+529.849 $
|
+14.358
|
+18 %
|
|
|
16
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
2,96 Mio. $
|
+273.228 $
|
+7.404
|
+9 %
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
2,72 Mio. $
|
+1.365 $
|
+37
|
+0 %
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
2,57 Mio. $
|
+135.507 $
|
+3.672
|
+5 %
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
2,52 Mio. $
|
+393.641 $
|
+10.667
|
+16 %
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
2,41 Mio. $
|
+61.886 $
|
+1.677
|
+2 %
|
|
|
21
|
Fiduciary Trust
Boston,
Massachusetts
|
2,26 Mio. $
|
+30.039 $
|
+814
|
+1 %
|
|
|
22
|
Financial Network Wealth Management
Draper,
Utah
|
2,15 Mio. $
|
-71.886 $
|
-1.948
|
-3 %
|
|
|
23
|
Bank of New York Mellon
New York
|
2,02 Mio. $
|
-429.068 $
|
-11.627
|
-16 %
|
|
|
24
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
1,44 Mio. $
|
-86.242 $
|
-2.337
|
-5 %
|
|
|
25
|
WhitTier Trust Company
Reno,
Nevada
|
1,4 Mio. $
|
+480.990 $
|
+13.034
|
+44 %
|
|
