|
1
|
State Street
Boston,
Massachusetts
|
994 Mio. $
|
+55,6 Mio. $
|
+2.928.920
|
+6 %
|
|
|
2
|
LPL Financial
San Diego,
California
|
45,1 Mio. $
|
+883.275 $
|
+46.496
|
+2 %
|
|
|
3
|
D.J. St. Germain
Springfield,
Massachusetts
|
23,5 Mio. $
|
+1,36 Mio. $
|
+71.411
|
+6 %
|
|
|
4
|
Brio Consultants
San Francisco,
California
|
16,6 Mio. $
|
+559.494 $
|
+29.452
|
+4 %
|
|
|
5
|
|
14,3 Mio. $
|
+259.458 $
|
+13.658
|
+2 %
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
13,3 Mio. $
|
+471.102 $
|
+24.799
|
+4 %
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
12,2 Mio. $
|
+826.836 $
|
+43.525
|
+7 %
|
|
|
8
|
Security National Bank
Omaha,
Nebraska
|
11,5 Mio. $
|
-547.621 $
|
-28.827
|
-5 %
|
|
|
9
|
AllGen Financial Advisors
Orlando,
Florida
|
9,6 Mio. $
|
+9,5 Mio. $
|
+502.279
|
Neu
|
|
|
10
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
8,65 Mio. $
|
+304.557 $
|
+16.032
|
+4 %
|
|
|
11
|
Elevation Capital Advisory
Bend,
Oregon
|
7,24 Mio. $
|
+1,29 Mio. $
|
+67.875
|
+22 %
|
|
|
12
|
AssetMark Inc
Concord,
California
|
6,33 Mio. $
|
-49.943 $
|
-2.629
|
-0,8 %
|
|
|
13
|
Alesco Advisors
Pittsford,
New York
|
6,11 Mio. $
|
-64.817 $
|
-3.412
|
-1 %
|
|
|
14
|
Continuum Advisory
Eagle,
Idaho
|
5,89 Mio. $
|
+412.667 $
|
+21.723
|
+8 %
|
|
|
15
|
Aspire Private Capital
Cornelius,
North Carolina
|
5,66 Mio. $
|
+146.427 $
|
+7.708
|
+3 %
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
4,53 Mio. $
|
-14,1 Mio. $
|
-744.790
|
-76 %
|
|
|
17
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
4,42 Mio. $
|
+107.636 $
|
+5.666
|
+3 %
|
|
|
18
|
Efficient Advisors
Mason,
Ohio
|
4,03 Mio. $
|
+4 Mio. $
|
+210.632
|
Neu
|
|
|
19
|
Sovran Advisors
San Diego,
California
|
3,81 Mio. $
|
-154.881 $
|
-8.153
|
-4 %
|
|
|
20
|
Austin Private Wealth
Austin,
Texas
|
3,62 Mio. $
|
+1,48 Mio. $
|
+77.859
|
+70 %
|
|
|
21
|
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
3,35 Mio. $
|
+1,61 Mio. $
|
+84.640
|
+94 %
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
3,04 Mio. $
|
-10,4 Mio. $
|
-545.209
|
-77 %
|
|
|
23
|
NewEdge Advisors
New Orleans,
Louisiana
|
3,01 Mio. $
|
+112.195 $
|
+5.906
|
+4 %
|
|
|
24
|
Mutual Advisors
Omaha,
Nebraska
|
2,72 Mio. $
|
+1,24 Mio. $
|
+65.169
|
+85 %
|
|
|
25
|
GeoWealth Management
Chicago,
Illinois
|
2,59 Mio. $
|
-3,13 Mio. $
|
-164.875
|
-55 %
|
|
