|
1
|
Creative Planning
Overland Park,
Kansas
|
$58.2M
|
+$1.5M
|
+30,894
|
+3%
|
|
|
2
|
Private Vista
Chicago,
Illinois
|
$37.7M
|
-$2.37M
|
-48,902
|
-6%
|
|
|
3
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$9.67M
|
-$6.11M
|
-125,906
|
-39%
|
|
|
4
|
|
$9.4M
|
-$705K
|
-14,515
|
-7%
|
|
|
5
|
Huntington National Bank
Columbus,
Ohio
|
$8.37M
|
–
|
–
|
–
|
|
|
6
|
M&T Bank
Buffalo,
New York
|
$8.03M
|
-$647K
|
-13,334
|
-8%
|
|
|
7
|
|
$7.66M
|
+$5.28M
|
+108,750
|
+236%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$7.04M
|
-$543K
|
-11,178
|
-7%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.99M
|
+$979K
|
+20,160
|
+20%
|
|
|
10
|
Baystate Wealth Management
Boston,
Massachusetts
|
$5.57M
|
+$21.2K
|
+437
|
+0.4%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$4.42M
|
+$180K
|
+3,710
|
+4%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$4.05M
|
-$141K
|
-2,896
|
-3%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$4.04M
|
+$404K
|
+8,315
|
+11%
|
|
|
14
|
Corda Investment Management
Houston,
Texas
|
$3.23M
|
+$405K
|
+8,350
|
+15%
|
|
|
15
|
Advisory Research
Chicago,
Illinois
|
$2.28M
|
–
|
–
|
–
|
|
|
16
|
Evanson Asset Management
Carmel,
California
|
$2.06M
|
-$19.8K
|
-407
|
-1%
|
|
|
17
|
Evercore Wealth Management
New York
|
$1.96M
|
–
|
–
|
–
|
|
|
18
|
|
$1.67M
|
+$581K
|
+11,964
|
+54%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$1.55M
|
+$333K
|
+6,868
|
+28%
|
|
|
20
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.5M
|
-$98.8K
|
-2,035
|
-6%
|
|
|
21
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$1.39M
|
-$1.16M
|
-23,868
|
-46%
|
|
|
22
|
KWMG LLC
Overland Park,
Kansas
|
$1.3M
|
-$17.8K
|
-366
|
-1%
|
|
|
23
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$1.28M
|
+$874K
|
+18,000
|
+232%
|
|
|
24
|
Chemical Bank
Detroit,
Michigan
|
$1.1M
|
+$94.4K
|
+1,945
|
+10%
|
|
|
25
|
Bank of New York Mellon
New York
|
$1.04M
|
-$714K
|
-14,708
|
-41%
|
|
