|
1
|
Mercer Global Advisors
Denver,
Colorado
|
225 Mio. $
|
+10,5 Mio. $
|
+206.374
|
+4 %
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
210 Mio. $
|
+10,3 Mio. $
|
+202.632
|
+5 %
|
|
|
3
|
Strategic Financial Services
Utica,
New York
|
171 Mio. $
|
+3,77 Mio. $
|
+73.930
|
+2 %
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
86,6 Mio. $
|
-6 Mio. $
|
-117.469
|
-6 %
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
47 Mio. $
|
+9,8 Mio. $
|
+192.079
|
+24 %
|
|
|
6
|
|
30,7 Mio. $
|
-5,74 Mio. $
|
-112.509
|
-15 %
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
24,1 Mio. $
|
-2,15 Mio. $
|
-42.113
|
-8 %
|
|
|
8
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
21,5 Mio. $
|
-1,49 Mio. $
|
-29.133
|
-6 %
|
|
|
9
|
Financial Management Professionals
Austin,
Texas
|
17,6 Mio. $
|
+477.203 $
|
+9.348
|
+3 %
|
|
|
10
|
Foundations Investment Advisors
Phoenix,
Arizona
|
11 Mio. $
|
+244.013 $
|
+4.780
|
+2 %
|
|
|
11
|
GYL Financial Synergies
West Hartford,
Connecticut
|
10,2 Mio. $
|
+1,14 Mio. $
|
+22.409
|
+11 %
|
|
|
12
|
Phillips Financial Management
Fort Wayne,
Indiana
|
9,03 Mio. $
|
-234.977 $
|
-4.603
|
-2 %
|
|
|
13
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
8,74 Mio. $
|
+1,54 Mio. $
|
+30.193
|
+19 %
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
8,72 Mio. $
|
+18.684 $
|
+366
|
+0,2 %
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
8,36 Mio. $
|
+5,96 Mio. $
|
+116.750
|
+190 %
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
6,89 Mio. $
|
-18.326 $
|
-359
|
-0,2 %
|
|
|
17
|
Pasadena Private Wealth
Pasadena,
California
|
6,16 Mio. $
|
+6,71 Mio. $
|
+131.366
|
Neu
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
6,08 Mio. $
|
+366.887 $
|
+7.187
|
+6 %
|
|
|
19
|
Addison Advisors
Middlebury,
Vermont
|
5,9 Mio. $
|
-295.878 $
|
-5.796
|
-4 %
|
|
|
20
|
Cerity Partners OCIO
New York
|
5,85 Mio. $
|
+554.236 $
|
+10.857
|
+10 %
|
|
|
21
|
Wade Financial Advisory
Campbell,
California
|
4,12 Mio. $
|
+43.749 $
|
+857
|
+1 %
|
|
|
22
|
|
4,1 Mio. $
|
-236.662 $
|
-4.636
|
-5 %
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
3,51 Mio. $
|
-6,95 Mio. $
|
-136.082
|
-65 %
|
|
|
24
|
First Ascent Asset Management
Denver,
Colorado
|
3,43 Mio. $
|
+414.822 $
|
+8.126
|
+13 %
|
|
|
25
|
Rockefeller Capital Management
New York
|
3,12 Mio. $
|
+3,4 Mio. $
|
+66.559
|
Neu
|
|
