|
1
|
|
134 Mio. $
|
+2,36 Mio. $
|
+23.519
|
+2 %
|
|
|
2
|
Modera Wealth Management
Westwood,
New Jersey
|
86,9 Mio. $
|
-785.903 $
|
-7.841
|
-0,9 %
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
63,1 Mio. $
|
+6,11 Mio. $
|
+60.990
|
+11 %
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
58,5 Mio. $
|
-13,4 Mio. $
|
-133.883
|
-19 %
|
|
|
5
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
43,9 Mio. $
|
+1,3 Mio. $
|
+12.954
|
+3 %
|
|
|
6
|
Destination Wealth Management
Walnut Creek,
California
|
41,9 Mio. $
|
-1,59 Mio. $
|
-15.814
|
-4 %
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
35,7 Mio. $
|
+1,4 Mio. $
|
+13.960
|
+4 %
|
|
|
8
|
Cerity Partners OCIO
New York
|
22,3 Mio. $
|
-2,47 Mio. $
|
-24.638
|
-10 %
|
|
|
9
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
19,3 Mio. $
|
+692.389 $
|
+6.908
|
+4 %
|
|
|
10
|
Lee Financial
Dallas,
Texas
|
18,4 Mio. $
|
+1,83 Mio. $
|
+18.284
|
+11 %
|
|
|
11
|
Trilogy Capital
Irvine,
California
|
14,2 Mio. $
|
+14,3 Mio. $
|
+142.480
|
Neu
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
14 Mio. $
|
+2,58 Mio. $
|
+25.786
|
+23 %
|
|
|
13
|
L.J. Altfest & Co
New York
|
10,4 Mio. $
|
+10,5 Mio. $
|
+104.301
|
Neu
|
|
|
14
|
|
9,8 Mio. $
|
+899.264 $
|
+8.972
|
+10 %
|
|
|
15
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
9,43 Mio. $
|
+9,47 Mio. $
|
+94.458
|
Neu
|
|
|
16
|
The Family Firm
Bethesda,
Maryland
|
8,93 Mio. $
|
+847.445 $
|
+8.455
|
+10 %
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
8,45 Mio. $
|
+1,41 Mio. $
|
+14.039
|
+20 %
|
|
|
18
|
James Investment Research
Alpha,
Ohio
|
7,87 Mio. $
|
-1,97 Mio. $
|
-19.623
|
-20 %
|
|
|
19
|
CPWM LLC
Seattle,
Washington
|
7,7 Mio. $
|
+221.909 $
|
+2.214
|
+3 %
|
|
|
20
|
Horan Capital Management
Hunt Valley,
Maryland
|
7,68 Mio. $
|
+7,71 Mio. $
|
+76.944
|
Neu
|
|
|
21
|
BB&T Securities
Richmond,
Virginia
|
7,33 Mio. $
|
+709.829 $
|
+7.082
|
+11 %
|
|
|
22
|
Lincoln National Corp
Radnor,
Pennsylvania
|
7,25 Mio. $
|
+5,08 Mio. $
|
+50.662
|
+231 %
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
7,13 Mio. $
|
-118.372 $
|
-1.181
|
-2 %
|
|
|
24
|
WestEnd Advisors
Charlotte,
North Carolina
|
6,83 Mio. $
|
+1,11 Mio. $
|
+11.031
|
+19 %
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
6,74 Mio. $
|
+230.930 $
|
+2.304
|
+4 %
|
|
