|
1
|
State Street
Boston,
Massachusetts
|
316 Mio. $
|
+1,65 Mio. $
|
+57.182
|
+0,5 %
|
|
|
2
|
AssetMark Inc
Concord,
California
|
67,4 Mio. $
|
-116.340 $
|
-4.042
|
-0,2 %
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
43,9 Mio. $
|
+43,9 Mio. $
|
+1.526.460
|
Neu
|
|
|
4
|
Baker Avenue Asset Management
San Francisco,
California
|
23,4 Mio. $
|
-1,03 Mio. $
|
-35.644
|
-4 %
|
|
|
5
|
Stadion Money Management
Watkinsville,
Georgia
|
17,6 Mio. $
|
+1,93 Mio. $
|
+67.140
|
+12 %
|
|
|
6
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
17,3 Mio. $
|
+17,3 Mio. $
|
+600.998
|
Neu
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
17 Mio. $
|
+682.184 $
|
+23.701
|
+4 %
|
|
|
8
|
Focused Wealth Management
Newburgh,
New York
|
15,7 Mio. $
|
+15,7 Mio. $
|
+545.774
|
Neu
|
|
|
9
|
Bluefin Capital Management
New York
|
14,9 Mio. $
|
+14,9 Mio. $
|
+516.767
|
Neu
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
14,3 Mio. $
|
-86.723 $
|
-3.013
|
-0,6 %
|
|
|
11
|
Advisory Alpha
Holland,
Michigan
|
12 Mio. $
|
+12,2 Mio. $
|
+424.716
|
Neu
|
|
|
12
|
StrategIQ Financial Group
Merrillville,
Indiana
|
11,7 Mio. $
|
+11,7 Mio. $
|
+405.774
|
Neu
|
|
|
13
|
Pure Financial Advisors
San Diego,
California
|
11 Mio. $
|
+11 Mio. $
|
+382.544
|
Neu
|
|
|
14
|
Jackson Wealth Management
Lake Mary,
Florida
|
10,6 Mio. $
|
+10,7 Mio. $
|
+372.564
|
Neu
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
10,3 Mio. $
|
+225.053 $
|
+7.819
|
+2 %
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
10,1 Mio. $
|
+418.964 $
|
+14.556
|
+4 %
|
|
|
17
|
Horan Capital Management
Hunt Valley,
Maryland
|
9,9 Mio. $
|
+9,9 Mio. $
|
+345.126
|
Neu
|
|
|
18
|
Waverly Advisors
Birmingham,
Alabama
|
9,8 Mio. $
|
+2,52 Mio. $
|
+87.539
|
+35 %
|
|
|
19
|
Girard Partners
King Of Prussia,
Pennsylvania
|
9,06 Mio. $
|
+9,07 Mio. $
|
+315.162
|
Neu
|
|
|
20
|
Allegis Investment Advisors
Idaho Falls,
Idaho
|
8,72 Mio. $
|
+8,73 Mio. $
|
+303.404
|
Neu
|
|
|
21
|
McNamara Financial Services
Marshfield,
Massachusetts
|
7,41 Mio. $
|
+7,42 Mio. $
|
+257.858
|
Neu
|
|
|
22
|
Delta Dental Plan of Michigan
Okemos,
Michigan
|
6,6 Mio. $
|
+6,78 Mio. $
|
+235.452
|
Neu
|
|
|
23
|
WealthPLAN Partners
Omaha,
Nebraska
|
6,21 Mio. $
|
+6,22 Mio. $
|
+216.080
|
Neu
|
|
|
24
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
6,17 Mio. $
|
+6,19 Mio. $
|
+214.959
|
Neu
|
|
|
25
|
Sand Hill Global Advisors
Palo Alto,
California
|
5,51 Mio. $
|
–
|
–
|
–
|
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