|
1
|
Private Vista
Chicago,
Illinois
|
$3464万
|
+$197万
|
+46,656
|
+6%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$2947万
|
+$47万
|
+11,108
|
+2%
|
|
|
3
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$2327万
|
+$435万
|
+102,733
|
+22%
|
|
|
4
|
|
$1998万
|
-$418万
|
-98,857
|
-17%
|
|
|
5
|
Beacon Financial Group
Dallas,
Texas
|
$1282万
|
-$416万
|
-98,382
|
-24%
|
|
|
6
|
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
$870万
|
-$42.8万
|
-10,105
|
-5%
|
|
|
7
|
M&T Bank
Buffalo,
New York
|
$782万
|
-$31.1万
|
-7,350
|
-4%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$675万
|
+$116万
|
+27,373
|
+20%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$568万
|
-$42.2万
|
-9,960
|
-7%
|
|
|
10
|
Trutina Financial
Bellevue,
Washington
|
$451万
|
-$44.3万
|
-10,465
|
-9%
|
|
|
11
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$372万
|
-$25.9万
|
-6,116
|
-6%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$365万
|
+$46.5万
|
+10,986
|
+14%
|
|
|
13
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$338万
|
+$52.4万
|
+12,375
|
+18%
|
|
|
14
|
Baystate Wealth Management
Boston,
Massachusetts
|
$312万
|
+$48.8万
|
+11,524
|
+18%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$274万
|
-$4.98万
|
-1,177
|
-2%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$222万
|
-$22.7万
|
-5,374
|
-9%
|
|
|
17
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$208万
|
-$71.9万
|
-16,975
|
-25%
|
|
|
18
|
Corda Investment Management
Houston,
Texas
|
$201万
|
-$5,249
|
-124
|
-0.3%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$184万
|
+$166万
|
+39,102
|
+717%
|
|
|
20
|
KWMG LLC
Overland Park,
Kansas
|
$179万
|
-$2.42万
|
-572
|
-1%
|
|
|
21
|
Comerica Bank
Dallas,
Texas
|
$178万
|
+$22.9万
|
+5,416
|
+15%
|
|
|
22
|
Evanson Asset Management
Carmel,
California
|
$166万
|
-$9.27万
|
-2,190
|
-5%
|
|
|
23
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$165万
|
-$6.26万
|
-1,478
|
-4%
|
|
|
24
|
Evercore Wealth Management
New York
|
$165万
|
-$7,239
|
-171
|
-0.4%
|
|
|
25
|
Advisory Research
Chicago,
Illinois
|
$134万
|
–
|
–
|
–
|
|
