|
1
|
Private Vista
Chicago,
Illinois
|
US$ 34,6 mi
|
+US$ 1,97 mi
|
+46.656
|
+6%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
US$ 29,5 mi
|
+US$ 470 mil
|
+11.108
|
+2%
|
|
|
3
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
US$ 23,3 mi
|
+US$ 4,35 mi
|
+102.733
|
+22%
|
|
|
4
|
|
US$ 20 mi
|
-US$ 4,18 mi
|
-98.857
|
-17%
|
|
|
5
|
Beacon Financial Group
Dallas,
Texas
|
US$ 12,8 mi
|
-US$ 4,16 mi
|
-98.382
|
-24%
|
|
|
6
|
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
US$ 8,7 mi
|
-US$ 428 mil
|
-10.105
|
-5%
|
|
|
7
|
M&T Bank
Buffalo,
New York
|
US$ 7,82 mi
|
-US$ 311 mil
|
-7.350
|
-4%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
US$ 6,75 mi
|
+US$ 1,16 mi
|
+27.373
|
+20%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$ 5,68 mi
|
-US$ 422 mil
|
-9.960
|
-7%
|
|
|
10
|
Trutina Financial
Bellevue,
Washington
|
US$ 4,51 mi
|
-US$ 443 mil
|
-10.465
|
-9%
|
|
|
11
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
US$ 3,72 mi
|
-US$ 259 mil
|
-6.116
|
-6%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
US$ 3,65 mi
|
+US$ 465 mil
|
+10.986
|
+14%
|
|
|
13
|
Blue Chip Partners
Farmington Hills,
Michigan
|
US$ 3,38 mi
|
+US$ 524 mil
|
+12.375
|
+18%
|
|
|
14
|
Baystate Wealth Management
Boston,
Massachusetts
|
US$ 3,12 mi
|
+US$ 488 mil
|
+11.524
|
+18%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
US$ 2,74 mi
|
-US$ 49,8 mil
|
-1.177
|
-2%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
US$ 2,22 mi
|
-US$ 227 mil
|
-5.374
|
-9%
|
|
|
17
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
US$ 2,08 mi
|
-US$ 719 mil
|
-16.975
|
-25%
|
|
|
18
|
Corda Investment Management
Houston,
Texas
|
US$ 2,01 mi
|
-US$ 5,25 mil
|
-124
|
-0,3%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
US$ 1,84 mi
|
+US$ 1,66 mi
|
+39.102
|
+717%
|
|
|
20
|
KWMG LLC
Overland Park,
Kansas
|
US$ 1,79 mi
|
-US$ 24,2 mil
|
-572
|
-1%
|
|
|
21
|
Comerica Bank
Dallas,
Texas
|
US$ 1,78 mi
|
+US$ 229 mil
|
+5.416
|
+15%
|
|
|
22
|
Evanson Asset Management
Carmel,
California
|
US$ 1,66 mi
|
-US$ 92,7 mil
|
-2.190
|
-5%
|
|
|
23
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
US$ 1,65 mi
|
-US$ 62,6 mil
|
-1.478
|
-4%
|
|
|
24
|
Evercore Wealth Management
New York
|
US$ 1,65 mi
|
-US$ 7,24 mil
|
-171
|
-0,4%
|
|
|
25
|
Advisory Research
Chicago,
Illinois
|
US$ 1,34 mi
|
–
|
–
|
–
|
|
