|
1
|
Orgel Wealth Management
Altoona,
Wisconsin
|
123 Mio. $
|
+130 Mio. $
|
+5.998.585
|
Neu
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
55,2 Mio. $
|
-4,66 Mio. $
|
-215.306
|
-7 %
|
|
|
3
|
Rational Advisors
Huntington,
New York
|
49,7 Mio. $
|
+5,61 Mio. $
|
+259.284
|
+12 %
|
|
|
4
|
|
46,7 Mio. $
|
+7,04 Mio. $
|
+325.795
|
+17 %
|
|
|
5
|
Charles Schwab Investment Advisory
San Francisco,
California
|
43,4 Mio. $
|
+788.270 $
|
+36.455
|
+2 %
|
|
|
6
|
Lido Advisors
Los Angeles,
California
|
28,4 Mio. $
|
+186.175 $
|
+8.610
|
+0,6 %
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
25,2 Mio. $
|
-20,6 Mio. $
|
-953.143
|
-44 %
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
23,4 Mio. $
|
-1,63 Mio. $
|
-75.273
|
-6 %
|
|
|
9
|
Eaton Vance Management
Boston,
Massachusetts
|
22,7 Mio. $
|
-43,1 Mio. $
|
-1.993.909
|
-64 %
|
|
|
10
|
LPL Financial
San Diego,
California
|
22,4 Mio. $
|
+1,37 Mio. $
|
+63.251
|
+6 %
|
|
|
11
|
Ratio Wealth Group
Denver,
Colorado
|
21 Mio. $
|
-4,61 Mio. $
|
-212.983
|
-17 %
|
|
|
12
|
AssetMark Inc
Concord,
California
|
20,2 Mio. $
|
-1,81 Mio. $
|
-83.775
|
-8 %
|
|
|
13
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
18,8 Mio. $
|
–
|
–
|
–
|
|
|
14
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
17,4 Mio. $
|
-1,08 Mio. $
|
-50.000
|
-6 %
|
|
|
15
|
Conning Inc
Hartford,
Connecticut
|
15,9 Mio. $
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
15,4 Mio. $
|
+1,16 Mio. $
|
+53.482
|
+8 %
|
|
|
17
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
13,4 Mio. $
|
+638.746 $
|
+29.540
|
+5 %
|
|
|
18
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
10,4 Mio. $
|
+694.145 $
|
+32.102
|
+7 %
|
|
|
19
|
|
9,35 Mio. $
|
+9,9 Mio. $
|
+455.662
|
Neu
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
9,29 Mio. $
|
-187.451 $
|
-8.669
|
-2 %
|
|
|
21
|
Trinity Legacy Partners
Houston,
Texas
|
8,42 Mio. $
|
-2,03 Mio. $
|
-93.772
|
-19 %
|
|
|
22
|
Collective Family Office
York,
Pennsylvania
|
8,18 Mio. $
|
+68.307 $
|
+3.159
|
+0,8 %
|
|
|
23
|
Mirae Asset Global Investments
Seoul,
South Korea
|
7,81 Mio. $
|
+190.759 $
|
+8.822
|
+2 %
|
|
|
24
|
Stableford Capital II
Scottsdale,
Arizona
|
7,4 Mio. $
|
-15.742 $
|
-728
|
-0,2 %
|
|
|
25
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
7,02 Mio. $
|
+114.213 $
|
+5.282
|
+2 %
|
|
