|
1
|
Creative Planning
Overland Park,
Kansas
|
$26.4M
|
+$2.24M
|
+44,593
|
+9%
|
|
|
2
|
|
$25.9M
|
+$4.91M
|
+97,612
|
+22%
|
|
|
3
|
Beacon Financial Group
Dallas,
Texas
|
$22.8M
|
-$48.6K
|
-966
|
-0.2%
|
|
|
4
|
M&T Bank
Buffalo,
New York
|
$21.2M
|
+$990K
|
+19,680
|
+5%
|
|
|
5
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$19.6M
|
+$433K
|
+8,610
|
+2%
|
|
|
6
|
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
$11.7M
|
+$1.39M
|
+27,726
|
+13%
|
|
|
7
|
Comerica Bank
Dallas,
Texas
|
$9.53M
|
+$5.92M
|
+117,685
|
+143%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.17M
|
+$1.46M
|
+29,071
|
+24%
|
|
|
9
|
Trutina Financial
Bellevue,
Washington
|
$7.15M
|
+$5.38M
|
+106,885
|
+249%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$6.3M
|
+$1.12M
|
+22,322
|
+20%
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
$4.99M
|
+$786K
|
+15,619
|
+18%
|
|
|
12
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$4.38M
|
-$142K
|
-2,822
|
-3%
|
|
|
13
|
|
$3.27M
|
+$2.55M
|
+50,662
|
+283%
|
|
|
14
|
Bank of New York Mellon
New York
|
$2.79M
|
+$1.49M
|
+29,634
|
+103%
|
|
|
15
|
Corda Investment Management
Houston,
Texas
|
$2.66M
|
-$300K
|
-5,970
|
-10%
|
|
|
16
|
Evanson Asset Management
Carmel,
California
|
$2.57M
|
+$10.8K
|
+214
|
+0.4%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.39M
|
-$1.28M
|
-25,384
|
-34%
|
|
|
18
|
Apriem Advisors
Irvine,
California
|
$2.33M
|
+$2.46M
|
+48,860
|
New
|
|
|
19
|
Ruggie Capital Group
Tavares,
Florida
|
$2.33M
|
+$210K
|
+4,174
|
+9%
|
|
|
20
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.22M
|
+$2.34M
|
+46,529
|
New
|
|
|
21
|
KWMG LLC
Overland Park,
Kansas
|
$2.15M
|
–
|
–
|
–
|
|
|
22
|
Gupta Wealth Management
San Diego,
California
|
$2.02M
|
-$8.55K
|
-170
|
-0.4%
|
|
|
23
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$1.98M
|
+$210K
|
+4,180
|
+11%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.75M
|
+$160K
|
+3,185
|
+10%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$1.6M
|
+$373K
|
+7,418
|
+28%
|
|
