|
1
|
Creative Planning
Overland Park,
Kansas
|
$26.8M
|
+$3.03M
|
+68,096
|
+12%
|
|
|
2
|
Private Vista
Chicago,
Illinois
|
$25.2M
|
+$29M
|
+650,842
|
New
|
|
|
3
|
|
$25.1M
|
+$424K
|
+9,527
|
+2%
|
|
|
4
|
Beacon Financial Group
Dallas,
Texas
|
$20.8M
|
+$398K
|
+8,928
|
+2%
|
|
|
5
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$18M
|
+$235K
|
+5,288
|
+1%
|
|
|
6
|
M&T Bank
Buffalo,
New York
|
$11.3M
|
-$6.29M
|
-141,236
|
-35%
|
|
|
7
|
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
$10.5M
|
-$976K
|
-21,911
|
-8%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.34M
|
+$345K
|
+7,751
|
+5%
|
|
|
9
|
Trutina Financial
Bellevue,
Washington
|
$5.37M
|
-$378K
|
-8,485
|
-6%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$4.74M
|
-$1.52M
|
-34,094
|
-24%
|
|
|
11
|
Gupta Wealth Management
San Diego,
California
|
$4.22M
|
+$588K
|
+13,201
|
+16%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$4.05M
|
+$1.48M
|
+33,246
|
+55%
|
|
|
13
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$4.04M
|
+$108K
|
+2,424
|
+3%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$3.98M
|
+$2.28M
|
+51,292
|
+125%
|
|
|
15
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$2.88M
|
+$1.64M
|
+36,760
|
+123%
|
|
|
16
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$2.53M
|
+$60.6K
|
+1,361
|
+2%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$2.52M
|
+$690K
|
+15,500
|
+36%
|
|
|
18
|
Baystate Wealth Management
Boston,
Massachusetts
|
$2.45M
|
+$1.16M
|
+26,122
|
+85%
|
|
|
19
|
Comerica Bank
Dallas,
Texas
|
$2.4M
|
-$1.39M
|
-31,263
|
-34%
|
|
|
20
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.26M
|
-$14.3K
|
-322
|
-0.6%
|
|
|
21
|
Corda Investment Management
Houston,
Texas
|
$2.15M
|
-$26.3K
|
-590
|
-1%
|
|
|
22
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$2.02M
|
+$2.09M
|
+46,873
|
New
|
|
|
23
|
LPL Financial
San Diego,
California
|
$1.98M
|
+$1.14M
|
+25,599
|
+121%
|
|
|
24
|
KWMG LLC
Overland Park,
Kansas
|
$1.89M
|
-$10.8K
|
-242
|
-0.6%
|
|
|
25
|
|
$1.89M
|
-$55.4K
|
-1,244
|
-3%
|
|
