|
1
|
Private Vista
Chicago,
Illinois
|
$34.6M
|
+$1.97M
|
+46,656
|
+6%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$29.5M
|
+$470K
|
+11,108
|
+2%
|
|
|
3
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$23.3M
|
+$4.35M
|
+102,733
|
+22%
|
|
|
4
|
|
$20M
|
-$4.18M
|
-98,857
|
-17%
|
|
|
5
|
Beacon Financial Group
Dallas,
Texas
|
$12.8M
|
-$4.16M
|
-98,382
|
-24%
|
|
|
6
|
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
$8.7M
|
-$428K
|
-10,105
|
-5%
|
|
|
7
|
M&T Bank
Buffalo,
New York
|
$7.82M
|
-$311K
|
-7,350
|
-4%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$6.75M
|
+$1.16M
|
+27,373
|
+20%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.68M
|
-$422K
|
-9,960
|
-7%
|
|
|
10
|
Trutina Financial
Bellevue,
Washington
|
$4.51M
|
-$443K
|
-10,465
|
-9%
|
|
|
11
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$3.72M
|
-$259K
|
-6,116
|
-6%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$3.65M
|
+$465K
|
+10,986
|
+14%
|
|
|
13
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$3.38M
|
+$524K
|
+12,375
|
+18%
|
|
|
14
|
Baystate Wealth Management
Boston,
Massachusetts
|
$3.12M
|
+$488K
|
+11,524
|
+18%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$2.74M
|
-$49.8K
|
-1,177
|
-2%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$2.22M
|
-$227K
|
-5,374
|
-9%
|
|
|
17
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$2.08M
|
-$719K
|
-16,975
|
-25%
|
|
|
18
|
Corda Investment Management
Houston,
Texas
|
$2.01M
|
-$5.25K
|
-124
|
-0.3%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$1.84M
|
+$1.66M
|
+39,102
|
+717%
|
|
|
20
|
KWMG LLC
Overland Park,
Kansas
|
$1.79M
|
-$24.2K
|
-572
|
-1%
|
|
|
21
|
Comerica Bank
Dallas,
Texas
|
$1.78M
|
+$229K
|
+5,416
|
+15%
|
|
|
22
|
Evanson Asset Management
Carmel,
California
|
$1.66M
|
-$92.7K
|
-2,190
|
-5%
|
|
|
23
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.65M
|
-$62.6K
|
-1,478
|
-4%
|
|
|
24
|
Evercore Wealth Management
New York
|
$1.65M
|
-$7.24K
|
-171
|
-0.4%
|
|
|
25
|
Advisory Research
Chicago,
Illinois
|
$1.34M
|
–
|
–
|
–
|
|
