|
1
|
Mercer Global Advisors
Denver,
Colorado
|
221 Mio. $
|
+6,53 Mio. $
|
+132.059
|
+3 %
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
216 Mio. $
|
+16,7 Mio. $
|
+337.837
|
+8 %
|
|
|
3
|
Strategic Financial Services
Utica,
New York
|
159 Mio. $
|
-4,45 Mio. $
|
-90.022
|
-2 %
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
88,3 Mio. $
|
+6,19 Mio. $
|
+125.145
|
+7 %
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
47,6 Mio. $
|
+3,02 Mio. $
|
+61.017
|
+6 %
|
|
|
6
|
|
26,4 Mio. $
|
-3,18 Mio. $
|
-64.207
|
-10 %
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
22,7 Mio. $
|
-324.596 $
|
-6.560
|
-1 %
|
|
|
8
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
21,8 Mio. $
|
+1,36 Mio. $
|
+27.475
|
+6 %
|
|
|
9
|
Financial Management Professionals
Austin,
Texas
|
18,5 Mio. $
|
+1,86 Mio. $
|
+37.538
|
+10 %
|
|
|
10
|
Foundations Investment Advisors
Phoenix,
Arizona
|
10,2 Mio. $
|
-404.310 $
|
-8.171
|
-3 %
|
|
|
11
|
GYL Financial Synergies
West Hartford,
Connecticut
|
10 Mio. $
|
+297.282 $
|
+6.008
|
+3 %
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
10 Mio. $
|
+2,21 Mio. $
|
+44.686
|
+25 %
|
|
|
13
|
Phillips Financial Management
Fort Wayne,
Indiana
|
8,44 Mio. $
|
-193.075 $
|
-3.902
|
-2 %
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
8,31 Mio. $
|
-13.805 $
|
-279
|
-0,2 %
|
|
|
15
|
Sanford Advisory Services
Portage,
Michigan
|
8,23 Mio. $
|
+6,61 Mio. $
|
+133.518
|
+265 %
|
|
|
16
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
8,2 Mio. $
|
-164.277 $
|
-3.320
|
-2 %
|
|
|
17
|
United Capital Financial Advisors
Irving,
Texas
|
6,53 Mio. $
|
-55.765 $
|
-1.127
|
-0,8 %
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
5,8 Mio. $
|
-3.761 $
|
-76
|
-0,1 %
|
|
|
19
|
Cerity Partners OCIO
New York
|
5,75 Mio. $
|
+182.189 $
|
+3.682
|
+3 %
|
|
|
20
|
Addison Advisors
Middlebury,
Vermont
|
5,24 Mio. $
|
-432.762 $
|
-8.746
|
-7 %
|
|
|
21
|
Wade Financial Advisory
Campbell,
California
|
4,3 Mio. $
|
+402.232 $
|
+8.129
|
+9 %
|
|
|
22
|
55I LLC
Boston,
Massachusetts
|
3,86 Mio. $
|
+1,8 Mio. $
|
+36.331
|
+73 %
|
|
|
23
|
First Ascent Asset Management
Denver,
Colorado
|
3,43 Mio. $
|
+170.759 $
|
+3.451
|
+5 %
|
|
|
24
|
|
3,41 Mio. $
|
-553.496 $
|
-11.186
|
-13 %
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
2,89 Mio. $
|
+396 $
|
+8
|
+0 %
|
|
