|
1
|
Creative Planning
Overland Park,
Kansas
|
$3764万
|
+$147万
|
+34,530
|
+4%
|
|
|
2
|
Private Vista
Chicago,
Illinois
|
$3574万
|
-$390万
|
-91,930
|
-10%
|
|
|
3
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$1869万
|
-$288万
|
-67,834
|
-13%
|
|
|
4
|
M&T Bank
Buffalo,
New York
|
$737万
|
-$64.4万
|
-15,154
|
-8%
|
|
|
5
|
|
$733万
|
-$35.1万
|
-8,270
|
-5%
|
|
|
6
|
Huntington National Bank
Columbus,
Ohio
|
$677万
|
-$87万
|
-20,480
|
-11%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$630万
|
-$140万
|
-32,880
|
-18%
|
|
|
8
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$507万
|
+$105万
|
+24,801
|
+27%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$485万
|
+$1.86万
|
+437
|
+0.4%
|
|
|
10
|
Baystate Wealth Management
Boston,
Massachusetts
|
$477万
|
+$207万
|
+48,777
|
+80%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$459万
|
+$48.6万
|
+11,430
|
+12%
|
|
|
12
|
Trutina Financial
Bellevue,
Washington
|
$358万
|
-$60.9万
|
-14,348
|
-15%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$297万
|
-$10.1万
|
-2,387
|
-3%
|
|
|
14
|
|
$280万
|
+$185万
|
+43,638
|
+202%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$231万
|
-$26.5万
|
-6,229
|
-10%
|
|
|
16
|
Corda Investment Management
Houston,
Texas
|
$216万
|
-$1万
|
-236
|
-0.5%
|
|
|
17
|
Evanson Asset Management
Carmel,
California
|
$179万
|
+$9.6万
|
+2,263
|
+6%
|
|
|
18
|
Evercore Wealth Management
New York
|
$170万
|
–
|
–
|
–
|
|
|
19
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$166万
|
-$77.2万
|
-18,185
|
-32%
|
|
|
20
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$161万
|
+$1,147
|
+27
|
+0.1%
|
|
|
21
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$155万
|
-$132万
|
-31,022
|
-46%
|
|
|
22
|
KWMG LLC
Overland Park,
Kansas
|
$153万
|
-$30万
|
-7,073
|
-17%
|
|
|
23
|
Advisory Research
Chicago,
Illinois
|
$138万
|
–
|
–
|
–
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$111万
|
+$34.4万
|
+8,107
|
+45%
|
|
|
25
|
Comerica Bank
Dallas,
Texas
|
$102万
|
-$58.7万
|
-13,820
|
-37%
|
|
