|
1
|
Mercer Global Advisors
Denver,
Colorado
|
140 Mio. $
|
+11,4 Mio. $
|
+111.927
|
+9 %
|
|
|
2
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
64,8 Mio. $
|
-93.520 $
|
-921
|
-0,1 %
|
|
|
3
|
Gleason Group
Prospect,
Kentucky
|
31 Mio. $
|
-160.944 $
|
-1.585
|
-0,5 %
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
30,6 Mio. $
|
+6,92 Mio. $
|
+68.150
|
+29 %
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
26,5 Mio. $
|
+4 Mio. $
|
+39.355
|
+18 %
|
|
|
6
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
25,5 Mio. $
|
+25,4 Mio. $
|
+249.968
|
Neu
|
|
|
7
|
|
18,6 Mio. $
|
+1,75 Mio. $
|
+17.241
|
+10 %
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
16,7 Mio. $
|
+143.073 $
|
+1.409
|
+0,9 %
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
14,5 Mio. $
|
+6,08 Mio. $
|
+59.864
|
+73 %
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
12 Mio. $
|
+1,49 Mio. $
|
+14.674
|
+14 %
|
|
|
11
|
Beaird Harris Wealth Management
Dallas,
Texas
|
11 Mio. $
|
+267.157 $
|
+2.631
|
+2 %
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
10,5 Mio. $
|
+2,77 Mio. $
|
+27.272
|
+36 %
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
9,8 Mio. $
|
-418.759 $
|
-4.124
|
-4 %
|
|
|
14
|
Savant Capital
Rockford,
Illinois
|
9,6 Mio. $
|
+5,45 Mio. $
|
+53.640
|
+132 %
|
|
|
15
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
8,65 Mio. $
|
+507.303 $
|
+4.996
|
+6 %
|
|
|
16
|
Beacon Pointe Advisors
Newport Beach,
California
|
8,44 Mio. $
|
+5,03 Mio. $
|
+49.534
|
+149 %
|
|
|
17
|
Berkshire Bank
Pittsfield,
Massachusetts
|
8,4 Mio. $
|
+5,82 Mio. $
|
+57.312
|
+228 %
|
|
|
18
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
7,78 Mio. $
|
-10.154 $
|
-100
|
-0,1 %
|
|
|
19
|
Hughes Financial Services
Herndon,
Virginia
|
7,2 Mio. $
|
+258.932 $
|
+2.550
|
+4 %
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
6,51 Mio. $
|
-146.423 $
|
-1.442
|
-2 %
|
|
|
21
|
Topsail Wealth Management
Charlotte,
North Carolina
|
5,21 Mio. $
|
+203 $
|
+2
|
+0 %
|
|
|
22
|
MGO Private Wealth
Irvine,
California
|
5,15 Mio. $
|
+623.163 $
|
+6.137
|
+14 %
|
|
|
23
|
Firestone Capital Management
Coral Gables,
Florida
|
4,85 Mio. $
|
+482.324 $
|
+4.750
|
+11 %
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
4,45 Mio. $
|
+1,79 Mio. $
|
+17.597
|
+68 %
|
|
|
25
|
Jones Financial Companies
Des Peres,
Missouri
|
4,41 Mio. $
|
+2,19 Mio. $
|
+21.564
|
+99 %
|
|
