|
1
|
|
$26.1M
|
+$492K
|
+9,605
|
+2%
|
|
|
2
|
Beacon Financial Group
Dallas,
Texas
|
$20.4M
|
+$898K
|
+17,544
|
+5%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$17.4M
|
+$3.26M
|
+63,753
|
+23%
|
|
|
4
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$16.5M
|
+$371K
|
+7,250
|
+2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$9.52M
|
+$69.7K
|
+1,362
|
+0.7%
|
|
|
6
|
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
$8.18M
|
+$3.75M
|
+73,193
|
+87%
|
|
|
7
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$6.86M
|
-$1.99M
|
-38,810
|
-23%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.36M
|
-$46.9K
|
-917
|
-0.7%
|
|
|
9
|
|
$5.27M
|
-$2.85M
|
-55,629
|
-35%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$4.65M
|
+$2.6M
|
+50,813
|
+131%
|
|
|
11
|
Corda Investment Management
Houston,
Texas
|
$3.18M
|
-$85K
|
-1,660
|
-3%
|
|
|
12
|
Credit Suisse
Zurich,
Switzerland
|
$3M
|
-$189K
|
-3,698
|
-6%
|
|
|
13
|
Comerica Bank
Dallas,
Texas
|
$2.83M
|
+$78.3K
|
+1,530
|
+3%
|
|
|
14
|
Baird
Milwaukee,
Wisconsin
|
$2.44M
|
-$24.6K
|
-480
|
-1%
|
|
|
15
|
Evanson Asset Management
Carmel,
California
|
$2.18M
|
+$14K
|
+273
|
+0.7%
|
|
|
16
|
|
$2.04M
|
+$1.24M
|
+24,169
|
+159%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.96M
|
-$110K
|
-2,154
|
-5%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.92M
|
+$6.4K
|
+125
|
+0.3%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$1.68M
|
-$2.33M
|
-45,494
|
-58%
|
|
|
20
|
Bank of New York Mellon
New York
|
$1.59M
|
+$9.52K
|
+186
|
+0.6%
|
|
|
21
|
Evercore Wealth Management
New York
|
$1.5M
|
–
|
–
|
–
|
|
|
22
|
Baystate Wealth Management
Boston,
Massachusetts
|
$1.3M
|
+$2.61K
|
+51
|
+0.2%
|
|
|
23
|
|
$1.29M
|
+$140K
|
+2,740
|
+12%
|
|
|
24
|
|
$1.27M
|
+$954K
|
+18,639
|
+321%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.11M
|
+$880K
|
+17,196
|
+409%
|
|
