|
1
|
Creative Planning
Overland Park,
Kansas
|
$5818万
|
+$150万
|
+30,894
|
+3%
|
|
|
2
|
Private Vista
Chicago,
Illinois
|
$3770万
|
-$237万
|
-48,902
|
-6%
|
|
|
3
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$967万
|
-$611万
|
-125,906
|
-39%
|
|
|
4
|
|
$940万
|
-$70.5万
|
-14,515
|
-7%
|
|
|
5
|
Huntington National Bank
Columbus,
Ohio
|
$837万
|
–
|
–
|
–
|
|
|
6
|
M&T Bank
Buffalo,
New York
|
$803万
|
-$64.7万
|
-13,334
|
-8%
|
|
|
7
|
|
$766万
|
+$528万
|
+108,750
|
+236%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$704万
|
-$54.3万
|
-11,178
|
-7%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$599万
|
+$97.9万
|
+20,160
|
+20%
|
|
|
10
|
Baystate Wealth Management
Boston,
Massachusetts
|
$557万
|
+$2.12万
|
+437
|
+0.4%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$442万
|
+$18万
|
+3,710
|
+4%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$405万
|
-$14.1万
|
-2,896
|
-3%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$404万
|
+$40.4万
|
+8,315
|
+11%
|
|
|
14
|
Corda Investment Management
Houston,
Texas
|
$323万
|
+$40.5万
|
+8,350
|
+15%
|
|
|
15
|
Advisory Research
Chicago,
Illinois
|
$228万
|
–
|
–
|
–
|
|
|
16
|
Evanson Asset Management
Carmel,
California
|
$206万
|
-$1.98万
|
-407
|
-1%
|
|
|
17
|
Evercore Wealth Management
New York
|
$196万
|
–
|
–
|
–
|
|
|
18
|
|
$167万
|
+$58.1万
|
+11,964
|
+54%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$155万
|
+$33.3万
|
+6,868
|
+28%
|
|
|
20
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$150万
|
-$9.9万
|
-2,035
|
-6%
|
|
|
21
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$139万
|
-$116万
|
-23,868
|
-46%
|
|
|
22
|
KWMG LLC
Overland Park,
Kansas
|
$130万
|
-$1.78万
|
-366
|
-1%
|
|
|
23
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$128万
|
+$87.4万
|
+18,000
|
+232%
|
|
|
24
|
Chemical Bank
Detroit,
Michigan
|
$110万
|
+$9.44万
|
+1,945
|
+10%
|
|
|
25
|
Bank of New York Mellon
New York
|
$104万
|
-$71.4万
|
-14,708
|
-41%
|
|
