|
1
|
Private Vista
Chicago,
Illinois
|
US$ 38,1 mi
|
+US$ 2,58 mi
|
+60.447
|
+7%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
US$ 36,5 mi
|
+US$ 5,65 mi
|
+132.489
|
+19%
|
|
|
3
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
US$ 21,8 mi
|
-US$ 2,47 mi
|
-57.861
|
-10%
|
|
|
4
|
Beacon Financial Group
Dallas,
Texas
|
US$ 13,8 mi
|
+US$ 303 mil
|
+7.108
|
+2%
|
|
|
5
|
M&T Bank
Buffalo,
New York
|
US$ 8,1 mi
|
-US$ 64,7 mil
|
-1.516
|
-0,8%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
US$ 7,78 mi
|
+US$ 722 mil
|
+16.924
|
+10%
|
|
|
7
|
|
US$ 7,76 mi
|
-US$ 12,9 mi
|
-303.227
|
-63%
|
|
|
8
|
Huntington National Bank
Columbus,
Ohio
|
US$ 7,72 mi
|
+US$ 7,62 mi
|
+178.624
|
Nova
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$ 4,88 mi
|
-US$ 1,05 mi
|
-24.536
|
-18%
|
|
|
10
|
Trutina Financial
Bellevue,
Washington
|
US$ 4,24 mi
|
-US$ 467 mil
|
-10.947
|
-10%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
US$ 4,14 mi
|
+US$ 320 mil
|
+7.497
|
+9%
|
|
|
12
|
Blue Chip Partners
Farmington Hills,
Michigan
|
US$ 4,05 mi
|
+US$ 504 mil
|
+11.799
|
+14%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
US$ 3,1 mi
|
+US$ 775 mil
|
+18.155
|
+34%
|
|
|
14
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
US$ 2,91 mi
|
-US$ 968 mil
|
-22.692
|
-25%
|
|
|
15
|
Baystate Wealth Management
Boston,
Massachusetts
|
US$ 2,62 mi
|
-US$ 630 mil
|
-14.758
|
-20%
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
US$ 2,6 mi
|
-US$ 288 mil
|
-6.759
|
-10%
|
|
|
17
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
US$ 2,46 mi
|
+US$ 289 mil
|
+6.775
|
+14%
|
|
|
18
|
Corda Investment Management
Houston,
Texas
|
US$ 2,17 mi
|
+US$ 84,1 mil
|
+1.971
|
+4%
|
|
|
19
|
KWMG LLC
Overland Park,
Kansas
|
US$ 1,85 mi
|
-US$ 17,5 mil
|
-411
|
-1%
|
|
|
20
|
Evercore Wealth Management
New York
|
US$ 1,71 mi
|
-US$ 8,54 mil
|
-200
|
-0,5%
|
|
|
21
|
Evanson Asset Management
Carmel,
California
|
US$ 1,71 mi
|
-US$ 27,3 mil
|
-640
|
-2%
|
|
|
22
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
US$ 1,63 mi
|
-US$ 96 mil
|
-2.250
|
-6%
|
|
|
23
|
Comerica Bank
Dallas,
Texas
|
US$ 1,6 mi
|
-US$ 199 mil
|
-4.669
|
-11%
|
|
|
24
|
Advisory Research
Chicago,
Illinois
|
US$ 1,4 mi
|
–
|
–
|
–
|
|
|
25
|
Ruggie Capital Group
Tavares,
Florida
|
US$ 1,16 mi
|
-US$ 230 mil
|
-5.382
|
-17%
|
|
