|
1
|
Private Vista
Chicago,
Illinois
|
34,9 Mio. $
|
+6,06 Mio. $
|
+148.971
|
+23 %
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
29,4 Mio. $
|
+3,22 Mio. $
|
+79.204
|
+13 %
|
|
|
3
|
|
24,4 Mio. $
|
+39.139 $
|
+962
|
+0,2 %
|
|
|
4
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
19,2 Mio. $
|
+1,68 Mio. $
|
+41.309
|
+10 %
|
|
|
5
|
Beacon Financial Group
Dallas,
Texas
|
17,5 Mio. $
|
-2,52 Mio. $
|
-61.932
|
-13 %
|
|
|
6
|
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
9,22 Mio. $
|
-929.772 $
|
-22.853
|
-9 %
|
|
|
7
|
M&T Bank
Buffalo,
New York
|
8,22 Mio. $
|
-2,67 Mio. $
|
-65.625
|
-25 %
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
6,17 Mio. $
|
-932.579 $
|
-22.922
|
-13 %
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
5,68 Mio. $
|
+1,05 Mio. $
|
+25.779
|
+23 %
|
|
|
10
|
Gupta Wealth Management
San Diego,
California
|
5,54 Mio. $
|
+1,41 Mio. $
|
+34.666
|
+35 %
|
|
|
11
|
Trutina Financial
Bellevue,
Washington
|
5 Mio. $
|
-211.155 $
|
-5.190
|
-4 %
|
|
|
12
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
4,02 Mio. $
|
+101.224 $
|
+2.488
|
+3 %
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
3,23 Mio. $
|
-615.888 $
|
-15.138
|
-16 %
|
|
|
14
|
Blue Chip Partners
Farmington Hills,
Michigan
|
2,91 Mio. $
|
+434.637 $
|
+10.683
|
+18 %
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
2,85 Mio. $
|
-1,04 Mio. $
|
-25.639
|
-27 %
|
|
|
16
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
2,81 Mio. $
|
+17.495 $
|
+430
|
+0,6 %
|
|
|
17
|
Baystate Wealth Management
Boston,
Massachusetts
|
2,68 Mio. $
|
+288.781 $
|
+7.098
|
+12 %
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
2,47 Mio. $
|
+21.238 $
|
+522
|
+0,9 %
|
|
|
19
|
|
2,35 Mio. $
|
+499.529 $
|
+12.278
|
+28 %
|
|
|
20
|
Corda Investment Management
Houston,
Texas
|
2,04 Mio. $
|
-40.156 $
|
-987
|
-2 %
|
|
|
21
|
KWMG LLC
Overland Park,
Kansas
|
1,83 Mio. $
|
–
|
–
|
–
|
|
|
22
|
Evanson Asset Management
Carmel,
California
|
1,77 Mio. $
|
-53.745 $
|
-1.321
|
-3 %
|
|
|
23
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
1,73 Mio. $
|
-224.581 $
|
-5.520
|
-12 %
|
|
|
24
|
Evercore Wealth Management
New York
|
1,68 Mio. $
|
+173.765 $
|
+4.271
|
+12 %
|
|
|
25
|
Comerica Bank
Dallas,
Texas
|
1,56 Mio. $
|
-948.690 $
|
-23.318
|
-39 %
|
|
