|
1
|
Diversified Enterprises
Wilmington,
Delaware
|
92,2 Mio. $
|
+4,55 Mio. $
|
+150.079
|
+5 %
|
|
|
2
|
Arlington Financial Advisors
Santa Barbara,
California
|
52,5 Mio. $
|
+955.923 $
|
+31.525
|
+2 %
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
25,3 Mio. $
|
-842.001 $
|
-27.768
|
-3 %
|
|
|
4
|
Venturi Wealth Management
Austin,
Texas
|
23,6 Mio. $
|
+25.714 $
|
+848
|
+0,1 %
|
|
|
5
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
18,9 Mio. $
|
+1,18 Mio. $
|
+38.836
|
+7 %
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
18,6 Mio. $
|
+8,45 Mio. $
|
+278.544
|
+84 %
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
14,4 Mio. $
|
-5,08 Mio. $
|
-167.376
|
-26 %
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
11,8 Mio. $
|
+733.718 $
|
+24.197
|
+7 %
|
|
|
9
|
GSB Wealth Management
Guilford,
Connecticut
|
10 Mio. $
|
-1,78 Mio. $
|
-58.649
|
-15 %
|
|
|
10
|
Nordwand Advisors
Radnor,
Pennsylvania
|
9,6 Mio. $
|
–
|
–
|
–
|
|
|
11
|
|
9,6 Mio. $
|
+1,9 Mio. $
|
+62.580
|
+25 %
|
|
|
12
|
AMI Investment Management
Kendallville,
Indiana
|
9,09 Mio. $
|
-4,21 Mio. $
|
-138.907
|
-32 %
|
|
|
13
|
Archford Capital Strategies
Swansea,
Illinois
|
8,2 Mio. $
|
+184.180 $
|
+6.074
|
+2 %
|
|
|
14
|
Proactive Wealth Strategies
Marietta,
Georgia
|
8,18 Mio. $
|
+1,17 Mio. $
|
+38.576
|
+17 %
|
|
|
15
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
7,98 Mio. $
|
+647.572 $
|
+21.356
|
+9 %
|
|
|
16
|
Fiduciary Group
Savannah,
Georgia
|
4,84 Mio. $
|
+191.276 $
|
+6.308
|
+4 %
|
|
|
17
|
FMA Wealth Management
Duxbury,
Massachusetts
|
4,47 Mio. $
|
-435.131 $
|
-14.350
|
-9 %
|
|
|
18
|
KWB Wealth
Redlands,
California
|
4,19 Mio. $
|
+1,07 Mio. $
|
+35.440
|
+35 %
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
4,18 Mio. $
|
+2 Mio. $
|
+66.065
|
+94 %
|
|
|
20
|
LPL Financial
San Diego,
California
|
3,31 Mio. $
|
-397.197 $
|
-13.099
|
-11 %
|
|
|
21
|
Rockefeller Capital Management
New York
|
2,95 Mio. $
|
+157.860 $
|
+5.206
|
+6 %
|
|
|
22
|
Consolidated Planning Corp
Atlanta,
Georgia
|
2,8 Mio. $
|
-365.085 $
|
-12.040
|
-12 %
|
|
|
23
|
Focus Partners Wealth
Boston,
Massachusetts
|
2,73 Mio. $
|
-422.789 $
|
-13.943
|
-13 %
|
|
|
24
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
2,41 Mio. $
|
-212.956 $
|
-7.023
|
-8 %
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
1,85 Mio. $
|
+177.418 $
|
+5.851
|
+11 %
|
|
