|
1
|
Private Vista
Chicago,
Illinois
|
$3489万
|
+$606万
|
+148,971
|
+23%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$2935万
|
+$322万
|
+79,204
|
+13%
|
|
|
3
|
|
$2436万
|
+$3.91万
|
+962
|
+0.2%
|
|
|
4
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$1924万
|
+$168万
|
+41,309
|
+10%
|
|
|
5
|
Beacon Financial Group
Dallas,
Texas
|
$1749万
|
-$252万
|
-61,932
|
-13%
|
|
|
6
|
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
$922万
|
-$93万
|
-22,853
|
-9%
|
|
|
7
|
M&T Bank
Buffalo,
New York
|
$822万
|
-$267万
|
-65,625
|
-25%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$617万
|
-$93.3万
|
-22,922
|
-13%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$568万
|
+$105万
|
+25,779
|
+23%
|
|
|
10
|
Gupta Wealth Management
San Diego,
California
|
$554万
|
+$141万
|
+34,666
|
+35%
|
|
|
11
|
Trutina Financial
Bellevue,
Washington
|
$500万
|
-$21.1万
|
-5,190
|
-4%
|
|
|
12
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$402万
|
+$10.1万
|
+2,488
|
+3%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$323万
|
-$61.6万
|
-15,138
|
-16%
|
|
|
14
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$291万
|
+$43.5万
|
+10,683
|
+18%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$285万
|
-$104万
|
-25,639
|
-27%
|
|
|
16
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$281万
|
+$1.75万
|
+430
|
+0.6%
|
|
|
17
|
Baystate Wealth Management
Boston,
Massachusetts
|
$268万
|
+$28.9万
|
+7,098
|
+12%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$247万
|
+$2.12万
|
+522
|
+0.9%
|
|
|
19
|
|
$235万
|
+$50万
|
+12,278
|
+28%
|
|
|
20
|
Corda Investment Management
Houston,
Texas
|
$204万
|
-$4.02万
|
-987
|
-2%
|
|
|
21
|
KWMG LLC
Overland Park,
Kansas
|
$183万
|
–
|
–
|
–
|
|
|
22
|
Evanson Asset Management
Carmel,
California
|
$177万
|
-$5.37万
|
-1,321
|
-3%
|
|
|
23
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$173万
|
-$22.5万
|
-5,520
|
-12%
|
|
|
24
|
Evercore Wealth Management
New York
|
$168万
|
+$17.4万
|
+4,271
|
+12%
|
|
|
25
|
Comerica Bank
Dallas,
Texas
|
$156万
|
-$94.9万
|
-23,318
|
-39%
|
|
