|
1
|
Private Vista
Chicago,
Illinois
|
34,6 Mio. $
|
+1,97 Mio. $
|
+46.656
|
+6 %
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
29,5 Mio. $
|
+470.212 $
|
+11.108
|
+2 %
|
|
|
3
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
23,3 Mio. $
|
+4,35 Mio. $
|
+102.733
|
+22 %
|
|
|
4
|
|
20 Mio. $
|
-4,18 Mio. $
|
-98.857
|
-17 %
|
|
|
5
|
Beacon Financial Group
Dallas,
Texas
|
12,8 Mio. $
|
-4,16 Mio. $
|
-98.382
|
-24 %
|
|
|
6
|
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
8,7 Mio. $
|
-427.754 $
|
-10.105
|
-5 %
|
|
|
7
|
M&T Bank
Buffalo,
New York
|
7,82 Mio. $
|
-311.132 $
|
-7.350
|
-4 %
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
6,75 Mio. $
|
+1,16 Mio. $
|
+27.373
|
+20 %
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
5,68 Mio. $
|
-421.616 $
|
-9.960
|
-7 %
|
|
|
10
|
Trutina Financial
Bellevue,
Washington
|
4,51 Mio. $
|
-442.993 $
|
-10.465
|
-9 %
|
|
|
11
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
3,72 Mio. $
|
-258.896 $
|
-6.116
|
-6 %
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
3,65 Mio. $
|
+465.047 $
|
+10.986
|
+14 %
|
|
|
13
|
Blue Chip Partners
Farmington Hills,
Michigan
|
3,38 Mio. $
|
+523.845 $
|
+12.375
|
+18 %
|
|
|
14
|
Baystate Wealth Management
Boston,
Massachusetts
|
3,12 Mio. $
|
+487.821 $
|
+11.524
|
+18 %
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
2,74 Mio. $
|
-49.823 $
|
-1.177
|
-2 %
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
2,22 Mio. $
|
-227.486 $
|
-5.374
|
-9 %
|
|
|
17
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
2,08 Mio. $
|
-718.567 $
|
-16.975
|
-25 %
|
|
|
18
|
Corda Investment Management
Houston,
Texas
|
2,01 Mio. $
|
-5.249 $
|
-124
|
-0,3 %
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
1,84 Mio. $
|
+1,66 Mio. $
|
+39.102
|
+717 %
|
|
|
20
|
KWMG LLC
Overland Park,
Kansas
|
1,79 Mio. $
|
-24.213 $
|
-572
|
-1 %
|
|
|
21
|
Comerica Bank
Dallas,
Texas
|
1,78 Mio. $
|
+229.264 $
|
+5.416
|
+15 %
|
|
|
22
|
Evanson Asset Management
Carmel,
California
|
1,66 Mio. $
|
-92.705 $
|
-2.190
|
-5 %
|
|
|
23
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
1,65 Mio. $
|
-62.565 $
|
-1.478
|
-4 %
|
|
|
24
|
Evercore Wealth Management
New York
|
1,65 Mio. $
|
-7.239 $
|
-171
|
-0,4 %
|
|
|
25
|
Advisory Research
Chicago,
Illinois
|
1,34 Mio. $
|
–
|
–
|
–
|
|
