|
1
|
|
277 Mio. $
|
+11,8 Mio. $
|
+291.095
|
+4 %
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
25,8 Mio. $
|
-1,31 Mio. $
|
-32.215
|
-5 %
|
|
|
3
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
19,1 Mio. $
|
+2,59 Mio. $
|
+63.688
|
+15 %
|
|
|
4
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
18,4 Mio. $
|
-87.717 $
|
-2.156
|
-0,5 %
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
18,3 Mio. $
|
+18,8 Mio. $
|
+463.003
|
Neu
|
|
|
6
|
|
15,2 Mio. $
|
-2,58 Mio. $
|
-63.485
|
-14 %
|
|
|
7
|
RegentAtlantic Capital
Morristown,
New Jersey
|
11,2 Mio. $
|
+10,5 Mio. $
|
+259.050
|
+1.046 %
|
|
|
8
|
United Services Automobile Association
San Antonio,
Texas
|
11 Mio. $
|
+11,3 Mio. $
|
+278.500
|
Neu
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
9,6 Mio. $
|
-1,79 Mio. $
|
-44.094
|
-15 %
|
|
|
10
|
Cerity Partners OCIO
New York
|
9,19 Mio. $
|
+7,56 Mio. $
|
+185.796
|
+396 %
|
|
|
11
|
HSBC Holdings
London,
United Kingdom
|
8,8 Mio. $
|
-653.727 $
|
-16.068
|
-7 %
|
|
|
12
|
Oppenheimer & Co
New York
|
7,04 Mio. $
|
+380.405 $
|
+9.350
|
+6 %
|
|
|
13
|
Nottingham Advisors
Amherst,
New York
|
7,02 Mio. $
|
-21.929 $
|
-539
|
-0,3 %
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
6,52 Mio. $
|
+185.971 $
|
+4.571
|
+3 %
|
|
|
15
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
6,3 Mio. $
|
+402.904 $
|
+9.903
|
+7 %
|
|
|
16
|
|
5,46 Mio. $
|
+4,07 Mio. $
|
+100.093
|
+262 %
|
|
|
17
|
Kinsight LLC
Birmingham,
Alabama
|
4,47 Mio. $
|
+2,68 Mio. $
|
+65.862
|
+140 %
|
|
|
18
|
Cetera Advisor Networks
El Segundo,
California
|
4,3 Mio. $
|
-181.048 $
|
-4.450
|
-4 %
|
|
|
19
|
Cetera Advisors
Denver,
Colorado
|
4,02 Mio. $
|
+1,04 Mio. $
|
+25.592
|
+34 %
|
|
|
20
|
Private Ocean
San Rafael,
California
|
3,8 Mio. $
|
+10.782 $
|
+265
|
+0,3 %
|
|
|
21
|
Madison Investment Holdings
Madison,
Wisconsin
|
3,4 Mio. $
|
+206.843 $
|
+5.084
|
+6 %
|
|
|
22
|
Carroll Financial Associates
Charlotte,
North Carolina
|
3,23 Mio. $
|
-3,44 Mio. $
|
-84.441
|
-51 %
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
3,14 Mio. $
|
+323.283 $
|
+7.946
|
+11 %
|
|
|
24
|
Mosaic Financial Partners
San Francisco,
California
|
2,9 Mio. $
|
+1,97 Mio. $
|
+48.396
|
+192 %
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
2,61 Mio. $
|
-443.182 $
|
-10.893
|
-14 %
|
|
