|
1
|
|
$23.2M
|
+$14.8M
|
+313,497
|
+200%
|
|
|
2
|
Beacon Financial Group
Dallas,
Texas
|
$17.9M
|
+$17.1M
|
+360,146
|
New
|
|
|
3
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$14.1M
|
+$862K
|
+18,214
|
+7%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$10.9M
|
+$948K
|
+20,013
|
+10%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$10.7M
|
+$3.39M
|
+71,570
|
+49%
|
|
|
6
|
|
$9.08M
|
+$830K
|
+17,518
|
+11%
|
|
|
7
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$8.32M
|
+$519K
|
+10,955
|
+7%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.96M
|
+$1.53M
|
+32,304
|
+37%
|
|
|
9
|
Credit Suisse
Zurich,
Switzerland
|
$3.22M
|
-$1.08M
|
-22,713
|
-26%
|
|
|
10
|
Corda Investment Management
Houston,
Texas
|
$3.05M
|
+$2.93M
|
+61,779
|
New
|
|
|
11
|
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
$2.58M
|
+$2.47M
|
+52,211
|
New
|
|
|
12
|
Baird
Milwaukee,
Wisconsin
|
$2.53M
|
-$514K
|
-10,861
|
-17%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$2.51M
|
-$1.11M
|
-23,461
|
-32%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.9M
|
+$117K
|
+2,465
|
+7%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$1.55M
|
-$294K
|
-6,213
|
-16%
|
|
|
16
|
|
$1.52M
|
+$907K
|
+19,149
|
+164%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.48M
|
-$259K
|
-5,473
|
-15%
|
|
|
18
|
Comerica Bank
Dallas,
Texas
|
$1.42M
|
+$1.36M
|
+28,733
|
New
|
|
|
19
|
Bank of New York Mellon
New York
|
$1.4M
|
-$1.19M
|
-25,197
|
-47%
|
|
|
20
|
Baystate Wealth Management
Boston,
Massachusetts
|
$1.24M
|
+$24.1K
|
+508
|
+2%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.22M
|
+$690K
|
+14,579
|
+143%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$1.13M
|
+$508K
|
+10,729
|
+91%
|
|
|
23
|
Parsec Financial Management
Asheville,
North Carolina
|
$1.12M
|
-$34.9K
|
-738
|
-3%
|
|
|
24
|
Evercore Wealth Management
New York
|
$1.09M
|
+$63.9K
|
+1,350
|
+7%
|
|
|
25
|
|
$1.01M
|
-$168K
|
-3,546
|
-15%
|
|
