|
1
|
Private Vista
Chicago,
Illinois
|
38,1 Mio. $
|
+2,58 Mio. $
|
+60.447
|
+7 %
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
36,5 Mio. $
|
+5,65 Mio. $
|
+132.489
|
+19 %
|
|
|
3
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
21,8 Mio. $
|
-2,47 Mio. $
|
-57.861
|
-10 %
|
|
|
4
|
Beacon Financial Group
Dallas,
Texas
|
13,8 Mio. $
|
+303.347 $
|
+7.108
|
+2 %
|
|
|
5
|
M&T Bank
Buffalo,
New York
|
8,1 Mio. $
|
-64.698 $
|
-1.516
|
-0,8 %
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
7,78 Mio. $
|
+722.264 $
|
+16.924
|
+10 %
|
|
|
7
|
|
7,76 Mio. $
|
-12,9 Mio. $
|
-303.227
|
-63 %
|
|
|
8
|
Huntington National Bank
Columbus,
Ohio
|
7,72 Mio. $
|
+7,62 Mio. $
|
+178.624
|
Neu
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
4,88 Mio. $
|
-1,05 Mio. $
|
-24.536
|
-18 %
|
|
|
10
|
Trutina Financial
Bellevue,
Washington
|
4,24 Mio. $
|
-467.184 $
|
-10.947
|
-10 %
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
4,14 Mio. $
|
+319.949 $
|
+7.497
|
+9 %
|
|
|
12
|
Blue Chip Partners
Farmington Hills,
Michigan
|
4,05 Mio. $
|
+503.545 $
|
+11.799
|
+14 %
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
3,1 Mio. $
|
+774.799 $
|
+18.155
|
+34 %
|
|
|
14
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
2,91 Mio. $
|
-968.424 $
|
-22.692
|
-25 %
|
|
|
15
|
Baystate Wealth Management
Boston,
Massachusetts
|
2,62 Mio. $
|
-629.826 $
|
-14.758
|
-20 %
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
2,6 Mio. $
|
-288.453 $
|
-6.759
|
-10 %
|
|
|
17
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
2,46 Mio. $
|
+289.136 $
|
+6.775
|
+14 %
|
|
|
18
|
Corda Investment Management
Houston,
Texas
|
2,17 Mio. $
|
+84.116 $
|
+1.971
|
+4 %
|
|
|
19
|
KWMG LLC
Overland Park,
Kansas
|
1,85 Mio. $
|
-17.540 $
|
-411
|
-1 %
|
|
|
20
|
Evercore Wealth Management
New York
|
1,71 Mio. $
|
-8.535 $
|
-200
|
-0,5 %
|
|
|
21
|
Evanson Asset Management
Carmel,
California
|
1,71 Mio. $
|
-27.313 $
|
-640
|
-2 %
|
|
|
22
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
1,63 Mio. $
|
-96.023 $
|
-2.250
|
-6 %
|
|
|
23
|
Comerica Bank
Dallas,
Texas
|
1,6 Mio. $
|
-199.258 $
|
-4.669
|
-11 %
|
|
|
24
|
Advisory Research
Chicago,
Illinois
|
1,4 Mio. $
|
–
|
–
|
–
|
|
|
25
|
Ruggie Capital Group
Tavares,
Florida
|
1,16 Mio. $
|
-229.687 $
|
-5.382
|
-17 %
|
|
