|
1
|
Creative Planning
Overland Park,
Kansas
|
$37.6M
|
+$1.47M
|
+34,530
|
+4%
|
|
|
2
|
Private Vista
Chicago,
Illinois
|
$35.7M
|
-$3.9M
|
-91,930
|
-10%
|
|
|
3
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$18.7M
|
-$2.88M
|
-67,834
|
-13%
|
|
|
4
|
M&T Bank
Buffalo,
New York
|
$7.37M
|
-$644K
|
-15,154
|
-8%
|
|
|
5
|
|
$7.33M
|
-$351K
|
-8,270
|
-5%
|
|
|
6
|
Huntington National Bank
Columbus,
Ohio
|
$6.77M
|
-$870K
|
-20,480
|
-11%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$6.3M
|
-$1.4M
|
-32,880
|
-18%
|
|
|
8
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$5.07M
|
+$1.05M
|
+24,801
|
+27%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.85M
|
+$18.6K
|
+437
|
+0.4%
|
|
|
10
|
Baystate Wealth Management
Boston,
Massachusetts
|
$4.77M
|
+$2.07M
|
+48,777
|
+80%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$4.59M
|
+$486K
|
+11,430
|
+12%
|
|
|
12
|
Trutina Financial
Bellevue,
Washington
|
$3.58M
|
-$609K
|
-14,348
|
-15%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$2.97M
|
-$101K
|
-2,387
|
-3%
|
|
|
14
|
|
$2.8M
|
+$1.85M
|
+43,638
|
+202%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$2.31M
|
-$265K
|
-6,229
|
-10%
|
|
|
16
|
Corda Investment Management
Houston,
Texas
|
$2.15M
|
-$10K
|
-236
|
-0.5%
|
|
|
17
|
Evanson Asset Management
Carmel,
California
|
$1.79M
|
+$96.1K
|
+2,263
|
+6%
|
|
|
18
|
Evercore Wealth Management
New York
|
$1.7M
|
–
|
–
|
–
|
|
|
19
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$1.66M
|
-$772K
|
-18,185
|
-32%
|
|
|
20
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.61M
|
+$1.15K
|
+27
|
+0.1%
|
|
|
21
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$1.55M
|
-$1.32M
|
-31,022
|
-46%
|
|
|
22
|
KWMG LLC
Overland Park,
Kansas
|
$1.53M
|
-$300K
|
-7,073
|
-17%
|
|
|
23
|
Advisory Research
Chicago,
Illinois
|
$1.38M
|
–
|
–
|
–
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$1.11M
|
+$344K
|
+8,107
|
+45%
|
|
|
25
|
Comerica Bank
Dallas,
Texas
|
$1.02M
|
-$587K
|
-13,820
|
-37%
|
|
