|
1
|
Coldstream Capital Management
Bellevue,
Washington
|
84,2 Mio. $
|
-16,3 Mio. $
|
-259.710
|
-16 %
|
|
|
2
|
Cresset Asset Management
Chicago,
Illinois
|
36,1 Mio. $
|
+968.300 $
|
+15.393
|
+3 %
|
|
|
3
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
35,3 Mio. $
|
+1,38 Mio. $
|
+21.891
|
+4 %
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
32,6 Mio. $
|
-2,46 Mio. $
|
-39.132
|
-7 %
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
31,7 Mio. $
|
+11,8 Mio. $
|
+187.999
|
+59 %
|
|
|
6
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
30,4 Mio. $
|
+30,6 Mio. $
|
+486.000
|
Neu
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
25,1 Mio. $
|
+2,78 Mio. $
|
+44.200
|
+12 %
|
|
|
8
|
Wealthspire Advisors (New York)
New York
|
25 Mio. $
|
-1,6 Mio. $
|
-25.371
|
-6 %
|
|
|
9
|
World Investment Advisors
Santa Barbara,
California
|
22 Mio. $
|
+22,1 Mio. $
|
+352.100
|
Neu
|
|
|
10
|
Brio Consultants
San Francisco,
California
|
20,9 Mio. $
|
-232.498 $
|
-3.696
|
-1 %
|
|
|
11
|
US Bancorp
Minneapolis,
Minnesota
|
20 Mio. $
|
-254.011 $
|
-4.038
|
-1 %
|
|
|
12
|
Kestra Investment Management
Austin,
Texas
|
18,3 Mio. $
|
+18,4 Mio. $
|
+292.002
|
Neu
|
|
|
13
|
Central Trust Company
Jefferson City,
Missouri
|
18,1 Mio. $
|
+2,25 Mio. $
|
+35.737
|
+14 %
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
17,8 Mio. $
|
-21.073 $
|
-335
|
-0,1 %
|
|
|
15
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
16,3 Mio. $
|
-114.173 $
|
-1.815
|
-0,7 %
|
|
|
16
|
Advisory Resource Group
Tulsa,
Oklahoma
|
15,4 Mio. $
|
+1,01 Mio. $
|
+16.006
|
+7 %
|
|
|
17
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
14,5 Mio. $
|
+2,93 Mio. $
|
+46.541
|
+25 %
|
|
|
18
|
Focus Partners Wealth
Boston,
Massachusetts
|
14,1 Mio. $
|
+1,97 Mio. $
|
+31.313
|
+16 %
|
|
|
19
|
LPL Financial
San Diego,
California
|
13,2 Mio. $
|
-1,37 Mio. $
|
-21.795
|
-9 %
|
|
|
20
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
12,1 Mio. $
|
-439.393 $
|
-6.985
|
-3 %
|
|
|
21
|
Heritage Family Offices
Scottsdale,
Arizona
|
12,1 Mio. $
|
+12,2 Mio. $
|
+193.720
|
Neu
|
|
|
22
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
11,7 Mio. $
|
+11,8 Mio. $
|
+187.187
|
Neu
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
11,2 Mio. $
|
-597.788 $
|
-9.503
|
-5 %
|
|
|
24
|
Kendall Capital Management
Rockville,
Maryland
|
10,5 Mio. $
|
+666.418 $
|
+10.594
|
+7 %
|
|
|
25
|
Berger Financial Group
Plymouth,
Minnesota
|
9,44 Mio. $
|
+167.328 $
|
+2.660
|
+2 %
|
|
