|
1
|
Creative Planning
Overland Park,
Kansas
|
37,6 Mio. $
|
+1,47 Mio. $
|
+34.530
|
+4 %
|
|
|
2
|
Private Vista
Chicago,
Illinois
|
35,7 Mio. $
|
-3,9 Mio. $
|
-91.930
|
-10 %
|
|
|
3
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
18,7 Mio. $
|
-2,88 Mio. $
|
-67.834
|
-13 %
|
|
|
4
|
M&T Bank
Buffalo,
New York
|
7,37 Mio. $
|
-643.701 $
|
-15.154
|
-8 %
|
|
|
5
|
|
7,33 Mio. $
|
-351.287 $
|
-8.270
|
-5 %
|
|
|
6
|
Huntington National Bank
Columbus,
Ohio
|
6,77 Mio. $
|
-869.935 $
|
-20.480
|
-11 %
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
6,3 Mio. $
|
-1,4 Mio. $
|
-32.880
|
-18 %
|
|
|
8
|
Blue Chip Partners
Farmington Hills,
Michigan
|
5,07 Mio. $
|
+1,05 Mio. $
|
+24.801
|
+27 %
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
4,85 Mio. $
|
+18.563 $
|
+437
|
+0,4 %
|
|
|
10
|
Baystate Wealth Management
Boston,
Massachusetts
|
4,77 Mio. $
|
+2,07 Mio. $
|
+48.777
|
+80 %
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
4,59 Mio. $
|
+485.516 $
|
+11.430
|
+12 %
|
|
|
12
|
Trutina Financial
Bellevue,
Washington
|
3,58 Mio. $
|
-609.464 $
|
-14.348
|
-15 %
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
2,97 Mio. $
|
-101.393 $
|
-2.387
|
-3 %
|
|
|
14
|
|
2,8 Mio. $
|
+1,85 Mio. $
|
+43.638
|
+202 %
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
2,31 Mio. $
|
-264.591 $
|
-6.229
|
-10 %
|
|
|
16
|
Corda Investment Management
Houston,
Texas
|
2,16 Mio. $
|
-10.025 $
|
-236
|
-0,5 %
|
|
|
17
|
Evanson Asset Management
Carmel,
California
|
1,79 Mio. $
|
+96.126 $
|
+2.263
|
+6 %
|
|
|
18
|
Evercore Wealth Management
New York
|
1,7 Mio. $
|
–
|
–
|
–
|
|
|
19
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
1,66 Mio. $
|
-772.450 $
|
-18.185
|
-32 %
|
|
|
20
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
1,61 Mio. $
|
+1.147 $
|
+27
|
+0,1 %
|
|
|
21
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
1,55 Mio. $
|
-1,32 Mio. $
|
-31.022
|
-46 %
|
|
|
22
|
KWMG LLC
Overland Park,
Kansas
|
1,53 Mio. $
|
-300.442 $
|
-7.073
|
-17 %
|
|
|
23
|
Advisory Research
Chicago,
Illinois
|
1,38 Mio. $
|
–
|
–
|
–
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
1,11 Mio. $
|
+344.363 $
|
+8.107
|
+45 %
|
|
|
25
|
Comerica Bank
Dallas,
Texas
|
1,02 Mio. $
|
-587.036 $
|
-13.820
|
-37 %
|
|
