|
1
|
|
$25.6M
|
+$1.12M
|
+22,131
|
+5%
|
|
|
2
|
Beacon Financial Group
Dallas,
Texas
|
$19.6M
|
+$890K
|
+17,550
|
+5%
|
|
|
3
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$16.2M
|
+$1.27M
|
+25,087
|
+9%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$14.1M
|
+$2.78M
|
+54,874
|
+25%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$9.46M
|
-$2M
|
-39,510
|
-18%
|
|
|
6
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$8.88M
|
+$127K
|
+2,510
|
+1%
|
|
|
7
|
|
$8.17M
|
-$1.36M
|
-26,734
|
-15%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.42M
|
+$134K
|
+2,647
|
+2%
|
|
|
9
|
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
$4.38M
|
+$1.63M
|
+32,062
|
+61%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$4.04M
|
+$1.37M
|
+26,951
|
+53%
|
|
|
11
|
Corda Investment Management
Houston,
Texas
|
$3.27M
|
+$58.8K
|
+1,160
|
+2%
|
|
|
12
|
Credit Suisse
Zurich,
Switzerland
|
$3.19M
|
-$196K
|
-3,866
|
-6%
|
|
|
13
|
Comerica Bank
Dallas,
Texas
|
$2.75M
|
+$1.23M
|
+24,242
|
+84%
|
|
|
14
|
Baird
Milwaukee,
Wisconsin
|
$2.46M
|
-$197K
|
-3,893
|
-8%
|
|
|
15
|
Evanson Asset Management
Carmel,
California
|
$2.17M
|
+$2.12M
|
+41,698
|
New
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.07M
|
+$65.5K
|
+1,291
|
+3%
|
|
|
17
|
United Capital Financial Advisors
Irving,
Texas
|
$2.01M
|
+$365K
|
+7,192
|
+23%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.92M
|
+$353K
|
+6,962
|
+23%
|
|
|
19
|
Bank of New York Mellon
New York
|
$1.59M
|
+$109K
|
+2,147
|
+8%
|
|
|
20
|
Evercore Wealth Management
New York
|
$1.5M
|
+$350K
|
+6,900
|
+31%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$1.35M
|
+$173K
|
+3,402
|
+15%
|
|
|
22
|
Baystate Wealth Management
Boston,
Massachusetts
|
$1.3M
|
+$761
|
+15
|
+0.1%
|
|
|
23
|
Parsec Financial Management
Asheville,
North Carolina
|
$1.19M
|
+$7.96K
|
+157
|
+0.7%
|
|
|
24
|
|
$1.15M
|
+$76K
|
+1,498
|
+7%
|
|
|
25
|
|
$788K
|
-$796K
|
-15,689
|
-51%
|
|
