|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
22,7 Mio. $
|
-1,71 Mio. $
|
-30.311
|
-6 %
|
|
|
2
|
Coldstream Capital Management
Bellevue,
Washington
|
22,4 Mio. $
|
+22 Mio. $
|
+389.531
|
+896 %
|
|
|
3
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
22,2 Mio. $
|
-2,38 Mio. $
|
-42.047
|
-9 %
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
20,2 Mio. $
|
+10,1 Mio. $
|
+178.289
|
+84 %
|
|
|
5
|
Brio Consultants
San Francisco,
California
|
16,4 Mio. $
|
+17,8 Mio. $
|
+315.389
|
Neu
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
11,7 Mio. $
|
+1,54 Mio. $
|
+27.254
|
+14 %
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
11,5 Mio. $
|
+1,19 Mio. $
|
+21.085
|
+10 %
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
10,8 Mio. $
|
-1,1 Mio. $
|
-19.374
|
-8 %
|
|
|
9
|
US Bancorp
Minneapolis,
Minnesota
|
10,4 Mio. $
|
+3,28 Mio. $
|
+58.095
|
+40 %
|
|
|
10
|
WealthOne
Albany,
New York
|
10,2 Mio. $
|
+316.710 $
|
+5.601
|
+3 %
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
9,9 Mio. $
|
-18.208 $
|
-322
|
-0,2 %
|
|
|
12
|
Wealthspire Advisors (New York)
New York
|
9,26 Mio. $
|
+10,1 Mio. $
|
+179.382
|
Neu
|
|
|
13
|
Lee Financial Group Hawaii
Honolulu,
Hawaii
|
8,02 Mio. $
|
+1.923 $
|
+34
|
+0 %
|
|
|
14
|
Advisory Resource Group
Tulsa,
Oklahoma
|
7,77 Mio. $
|
+292.565 $
|
+5.174
|
+4 %
|
|
|
15
|
Little House Capital
Braintree,
Massachusetts
|
7,76 Mio. $
|
+2,82 Mio. $
|
+49.835
|
+50 %
|
|
|
16
|
Cresset Asset Management
Chicago,
Illinois
|
6,78 Mio. $
|
+1,74 Mio. $
|
+30.820
|
+30 %
|
|
|
17
|
Surevest
Los Angeles,
California
|
6,35 Mio. $
|
+265.706 $
|
+4.699
|
+4 %
|
|
|
18
|
Destiny Wealth Partners
Tavares,
Florida
|
4,33 Mio. $
|
-961 $
|
-17
|
-0 %
|
|
|
19
|
LPL Financial
San Diego,
California
|
4,05 Mio. $
|
-341.703 $
|
-6.043
|
-7 %
|
|
|
20
|
Central Trust Company
Jefferson City,
Missouri
|
3,89 Mio. $
|
+1,39 Mio. $
|
+24.568
|
+48 %
|
|
|
21
|
Kendall Capital Management
Rockville,
Maryland
|
3,59 Mio. $
|
+964.661 $
|
+17.060
|
+33 %
|
|
|
22
|
Strategic Wealth Partners Group
Deerfield,
Illinois
|
3,03 Mio. $
|
+182.754 $
|
+3.232
|
+6 %
|
|
|
23
|
Congress Wealth Management
Boston,
Massachusetts
|
2,82 Mio. $
|
+926.776 $
|
+16.390
|
+43 %
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
2,79 Mio. $
|
+3,06 Mio. $
|
+54.089
|
Neu
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
2,71 Mio. $
|
+528.811 $
|
+9.352
|
+22 %
|
|
