|
1
|
Private Vista
Chicago,
Illinois
|
$38.1M
|
+$2.58M
|
+60,447
|
+7%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$36.5M
|
+$5.65M
|
+132,489
|
+19%
|
|
|
3
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$21.8M
|
-$2.47M
|
-57,861
|
-10%
|
|
|
4
|
Beacon Financial Group
Dallas,
Texas
|
$13.8M
|
+$303K
|
+7,108
|
+2%
|
|
|
5
|
M&T Bank
Buffalo,
New York
|
$8.1M
|
-$64.7K
|
-1,516
|
-0.8%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$7.78M
|
+$722K
|
+16,924
|
+10%
|
|
|
7
|
|
$7.76M
|
-$12.9M
|
-303,227
|
-63%
|
|
|
8
|
Huntington National Bank
Columbus,
Ohio
|
$7.72M
|
+$7.62M
|
+178,624
|
New
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.88M
|
-$1.05M
|
-24,536
|
-18%
|
|
|
10
|
Trutina Financial
Bellevue,
Washington
|
$4.24M
|
-$467K
|
-10,947
|
-10%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$4.14M
|
+$320K
|
+7,497
|
+9%
|
|
|
12
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$4.05M
|
+$504K
|
+11,799
|
+14%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$3.1M
|
+$775K
|
+18,155
|
+34%
|
|
|
14
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$2.91M
|
-$968K
|
-22,692
|
-25%
|
|
|
15
|
Baystate Wealth Management
Boston,
Massachusetts
|
$2.63M
|
-$630K
|
-14,758
|
-20%
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
$2.6M
|
-$288K
|
-6,759
|
-10%
|
|
|
17
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$2.46M
|
+$289K
|
+6,775
|
+14%
|
|
|
18
|
Corda Investment Management
Houston,
Texas
|
$2.17M
|
+$84.1K
|
+1,971
|
+4%
|
|
|
19
|
KWMG LLC
Overland Park,
Kansas
|
$1.85M
|
-$17.5K
|
-411
|
-1%
|
|
|
20
|
Evercore Wealth Management
New York
|
$1.71M
|
-$8.54K
|
-200
|
-0.5%
|
|
|
21
|
Evanson Asset Management
Carmel,
California
|
$1.71M
|
-$27.3K
|
-640
|
-2%
|
|
|
22
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.63M
|
-$96K
|
-2,250
|
-6%
|
|
|
23
|
Comerica Bank
Dallas,
Texas
|
$1.6M
|
-$199K
|
-4,669
|
-11%
|
|
|
24
|
Advisory Research
Chicago,
Illinois
|
$1.4M
|
–
|
–
|
–
|
|
|
25
|
Ruggie Capital Group
Tavares,
Florida
|
$1.16M
|
-$230K
|
-5,382
|
-17%
|
|
