|
1
|
Creative Planning
Overland Park,
Kansas
|
$45.6M
|
+$5.57M
|
+125,349
|
+14%
|
|
|
2
|
Private Vista
Chicago,
Illinois
|
$41.2M
|
+$3.46M
|
+77,778
|
+10%
|
|
|
3
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$20M
|
+$167K
|
+3,763
|
+0.9%
|
|
|
4
|
|
$8.2M
|
+$414K
|
+9,312
|
+5%
|
|
|
5
|
M&T Bank
Buffalo,
New York
|
$7.69M
|
-$122K
|
-2,751
|
-2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$6.88M
|
+$197K
|
+4,437
|
+3%
|
|
|
7
|
Huntington National Bank
Columbus,
Ohio
|
$6.63M
|
-$539K
|
-12,139
|
-8%
|
|
|
8
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$5.97M
|
+$585K
|
+13,169
|
+11%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.23M
|
+$90.2K
|
+2,031
|
+2%
|
|
|
10
|
Baystate Wealth Management
Boston,
Massachusetts
|
$4.21M
|
-$726K
|
-16,332
|
-15%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$3.29M
|
-$1.54M
|
-34,669
|
-32%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$3.14M
|
-$7.95K
|
-179
|
-0.3%
|
|
|
13
|
Corda Investment Management
Houston,
Texas
|
$2.41M
|
+$123K
|
+2,764
|
+5%
|
|
|
14
|
United Capital Financial Advisors
Irving,
Texas
|
$2.4M
|
-$46.9K
|
-1,056
|
-2%
|
|
|
15
|
Evanson Asset Management
Carmel,
California
|
$1.9M
|
+$7.11K
|
+160
|
+0.4%
|
|
|
16
|
Evercore Wealth Management
New York
|
$1.8M
|
–
|
–
|
–
|
|
|
17
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.7M
|
-$5.6K
|
-126
|
-0.3%
|
|
|
18
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$1.55M
|
–
|
–
|
–
|
|
|
19
|
|
$1.5M
|
-$1.44M
|
-32,353
|
-50%
|
|
|
20
|
Advisory Research
Chicago,
Illinois
|
$1.47M
|
–
|
–
|
–
|
|
|
21
|
KWMG LLC
Overland Park,
Kansas
|
$1.26M
|
-$349K
|
-7,856
|
-22%
|
|
|
22
|
Ruggie Capital Group
Tavares,
Florida
|
$1.18M
|
+$418K
|
+9,403
|
+56%
|
|
|
23
|
|
$941K
|
+$343K
|
+7,725
|
+59%
|
|
|
24
|
Parsec Financial Management
Asheville,
North Carolina
|
$818K
|
-$6.13K
|
-138
|
-0.8%
|
|
|
25
|
GW & Wade
Wellesley,
Massachusetts
|
$691K
|
+$1.78K
|
+40
|
+0.3%
|
|
