|
1
|
Creative Planning
Overland Park,
Kansas
|
$54.1M
|
+$6.57M
|
+139,571
|
+14%
|
|
|
2
|
Private Vista
Chicago,
Illinois
|
$39M
|
-$3.88M
|
-82,460
|
-9%
|
|
|
3
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$15.2M
|
-$5.61M
|
-119,079
|
-27%
|
|
|
4
|
|
$9.66M
|
+$1.12M
|
+23,806
|
+13%
|
|
|
5
|
M&T Bank
Buffalo,
New York
|
$8.29M
|
+$285K
|
+6,045
|
+4%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$7.25M
|
+$86.2K
|
+1,830
|
+1%
|
|
|
7
|
Huntington National Bank
Columbus,
Ohio
|
$6.81M
|
-$6.88M
|
-146,005
|
Closed
|
|
|
8
|
MML Investors Services
Springfield,
Massachusetts
|
$4.88M
|
+$4.86M
|
+103,269
|
New
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.76M
|
-$682K
|
-14,473
|
-13%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$4.04M
|
+$615K
|
+13,067
|
+18%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$4M
|
+$730K
|
+15,501
|
+22%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$3.46M
|
+$955K
|
+20,281
|
+38%
|
|
|
13
|
Corda Investment Management
Houston,
Texas
|
$2.69M
|
+$177K
|
+3,760
|
+7%
|
|
|
14
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$2.45M
|
-$3.75M
|
-79,680
|
-61%
|
|
|
15
|
Baystate Wealth Management
Boston,
Massachusetts
|
$2.4M
|
+$904K
|
+19,184
|
+21%
|
|
|
16
|
|
$2.18M
|
+$616K
|
+13,086
|
+40%
|
|
|
17
|
Advisory Research
Chicago,
Illinois
|
$2.17M
|
+$645K
|
+13,690
|
+42%
|
|
|
18
|
Evanson Asset Management
Carmel,
California
|
$1.99M
|
+$5.13K
|
+109
|
+0.3%
|
|
|
19
|
Evercore Wealth Management
New York
|
$1.87M
|
–
|
–
|
–
|
|
|
20
|
Bank of New York Mellon
New York
|
$1.69M
|
+$1.44M
|
+30,500
|
+578%
|
|
|
21
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.53M
|
-$241K
|
-5,123
|
-14%
|
|
|
22
|
KWMG LLC
Overland Park,
Kansas
|
$1.26M
|
-$55.1K
|
-1,169
|
-4%
|
|
|
23
|
Ruggie Capital Group
Tavares,
Florida
|
$1.16M
|
-$71.4K
|
-1,515
|
-6%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$1.16M
|
+$797K
|
+16,910
|
+223%
|
|
|
25
|
|
$1.04M
|
+$57.8K
|
+1,227
|
+6%
|
|
