|
1
|
|
259 Mio. $
|
+46,3 Mio. $
|
+1.230.843
|
+21 %
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
52,6 Mio. $
|
+9,6 Mio. $
|
+254.865
|
+21 %
|
|
|
3
|
United Services Automobile Association
San Antonio,
Texas
|
31 Mio. $
|
–
|
–
|
–
|
|
|
4
|
Cerity Partners OCIO
New York
|
21,5 Mio. $
|
+548.389 $
|
+14.583
|
+3 %
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
21,2 Mio. $
|
-827.717 $
|
-22.011
|
-4 %
|
|
|
6
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
16,1 Mio. $
|
+1,77 Mio. $
|
+47.090
|
+12 %
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
10,3 Mio. $
|
-4,75 Mio. $
|
-126.257
|
-31 %
|
|
|
8
|
Nottingham Advisors
Amherst,
New York
|
10 Mio. $
|
-1,26 Mio. $
|
-33.577
|
-11 %
|
|
|
9
|
|
9,8 Mio. $
|
-2,81 Mio. $
|
-74.777
|
-22 %
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
7,73 Mio. $
|
+1,8 Mio. $
|
+47.900
|
+29 %
|
|
|
11
|
RegentAtlantic Capital
Morristown,
New Jersey
|
7,4 Mio. $
|
+3,77 Mio. $
|
+100.386
|
+96 %
|
|
|
12
|
Frontier Wealth Management
Kansas City,
Missouri
|
7,08 Mio. $
|
-864.382 $
|
-22.986
|
-11 %
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
6,56 Mio. $
|
+270.491 $
|
+7.193
|
+4 %
|
|
|
14
|
AssetMark Inc
Concord,
California
|
6,33 Mio. $
|
+3,74 Mio. $
|
+99.429
|
+132 %
|
|
|
15
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
6,13 Mio. $
|
-186.632 $
|
-4.963
|
-3 %
|
|
|
16
|
Kinsight LLC
Birmingham,
Alabama
|
5,82 Mio. $
|
+1,87 Mio. $
|
+49.844
|
+45 %
|
|
|
17
|
HSBC Holdings
London,
United Kingdom
|
4,87 Mio. $
|
-2,61 Mio. $
|
-69.477
|
-34 %
|
|
|
18
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
4,22 Mio. $
|
+4,39 Mio. $
|
+116.624
|
Neu
|
|
|
19
|
Mosaic Financial Partners
San Francisco,
California
|
4,01 Mio. $
|
+291.624 $
|
+7.755
|
+8 %
|
|
|
20
|
|
3,95 Mio. $
|
-1,57 Mio. $
|
-41.702
|
-28 %
|
|
|
21
|
Private Ocean
San Rafael,
California
|
3,5 Mio. $
|
-3.535 $
|
-94
|
-0,1 %
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
3,45 Mio. $
|
-10,3 Mio. $
|
-274.111
|
-74 %
|
|
|
23
|
Madison Investment Holdings
Madison,
Wisconsin
|
3,05 Mio. $
|
-806.734 $
|
-21.453
|
-20 %
|
|
|
24
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
2,86 Mio. $
|
-308.359 $
|
-8.200
|
-9 %
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
2,62 Mio. $
|
-177.757 $
|
-4.727
|
-6 %
|
|
