|
1
|
|
$29.8M
|
+$3M
|
+56,314
|
+11%
|
|
|
2
|
Beacon Financial Group
Dallas,
Texas
|
$21.9M
|
+$738K
|
+13,836
|
+4%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$21.3M
|
+$3.41M
|
+63,979
|
+19%
|
|
|
4
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$17.3M
|
+$313K
|
+5,876
|
+2%
|
|
|
5
|
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
$9.3M
|
+$886K
|
+16,608
|
+11%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$7.43M
|
-$2.37M
|
-44,346
|
-24%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.08M
|
+$529K
|
+9,912
|
+8%
|
|
|
8
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$5.33M
|
-$1.73M
|
-32,439
|
-25%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$5.31M
|
+$523K
|
+9,813
|
+11%
|
|
|
10
|
Bank of New York Mellon
New York
|
$4.95M
|
+$3.3M
|
+61,815
|
+201%
|
|
|
11
|
|
$4.29M
|
-$1.13M
|
-21,272
|
-21%
|
|
|
12
|
First Allied Asset Management
San Diego,
California
|
$3.79M
|
+$3.77M
|
+70,646
|
New
|
|
|
13
|
Corda Investment Management
Houston,
Texas
|
$3.72M
|
+$445K
|
+8,335
|
+14%
|
|
|
14
|
Comerica Bank
Dallas,
Texas
|
$3.17M
|
+$261K
|
+4,900
|
+9%
|
|
|
15
|
Credit Suisse
Zurich,
Switzerland
|
$2.97M
|
-$113K
|
-2,119
|
-4%
|
|
|
16
|
Placemark Investments
Chicago,
Illinois
|
$2.84M
|
+$2.83M
|
+53,082
|
New
|
|
|
17
|
Baird
Milwaukee,
Wisconsin
|
$2.46M
|
-$48.1K
|
-901
|
-2%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.44M
|
+$456K
|
+8,542
|
+23%
|
|
|
19
|
Evanson Asset Management
Carmel,
California
|
$2.25M
|
+$11.1K
|
+208
|
+0.5%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$1.83M
|
+$99K
|
+1,856
|
+6%
|
|
|
21
|
Virtu KCG Holdings
New York
|
$1.8M
|
+$995K
|
+18,645
|
+124%
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.71M
|
+$838K
|
+15,716
|
+96%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.66M
|
-$350K
|
-6,567
|
-17%
|
|
|
24
|
Evercore Wealth Management
New York
|
$1.53M
|
-$17.3K
|
-325
|
-1%
|
|
|
25
|
|
$1.4M
|
+$77.6K
|
+1,454
|
+6%
|
|
