|
1
|
Creative Planning
Overland Park,
Kansas
|
$65.7M
|
+$6.15M
|
+123,011
|
+10%
|
|
|
2
|
Private Vista
Chicago,
Illinois
|
$34.4M
|
-$4.14M
|
-82,862
|
-11%
|
|
|
3
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$13.4M
|
+$3.46M
|
+69,231
|
+35%
|
|
|
4
|
Huntington National Bank
Columbus,
Ohio
|
$11.1M
|
–
|
–
|
–
|
|
|
5
|
|
$9.95M
|
+$329K
|
+6,580
|
+3%
|
|
|
6
|
M&T Bank
Buffalo,
New York
|
$8.08M
|
-$121K
|
-2,424
|
-1%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$7.4M
|
+$196K
|
+3,914
|
+3%
|
|
|
8
|
Baystate Wealth Management
Boston,
Massachusetts
|
$6.44M
|
+$367K
|
+7,346
|
+7%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.15M
|
-$956K
|
-19,123
|
-16%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$4.75M
|
+$228K
|
+4,559
|
+5%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$4.31M
|
+$164K
|
+3,277
|
+4%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$4.07M
|
-$52.1K
|
-1,043
|
-1%
|
|
|
13
|
Corda Investment Management
Houston,
Texas
|
$3.24M
|
-$61.5K
|
-1,231
|
-2%
|
|
|
14
|
Advisory Research
Chicago,
Illinois
|
$2.33M
|
–
|
–
|
–
|
|
|
15
|
|
$2.31M
|
-$5.46M
|
-109,147
|
-71%
|
|
|
16
|
Evanson Asset Management
Carmel,
California
|
$2.22M
|
+$112K
|
+2,248
|
+5%
|
|
|
17
|
Evercore Wealth Management
New York
|
$2.01M
|
–
|
–
|
–
|
|
|
18
|
|
$1.71M
|
-$7.05K
|
-141
|
-0.4%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$1.65M
|
+$60.1K
|
+1,202
|
+4%
|
|
|
20
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.58M
|
+$45.4K
|
+909
|
+3%
|
|
|
21
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$1.4M
|
-$19.7K
|
-395
|
-1%
|
|
|
22
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$1.3M
|
–
|
–
|
–
|
|
|
23
|
KWMG LLC
Overland Park,
Kansas
|
$1.3M
|
-$29.4K
|
-589
|
-2%
|
|
|
24
|
Chemical Bank
Detroit,
Michigan
|
$1.22M
|
+$98K
|
+1,960
|
+9%
|
|
|
25
|
Ackerman Capital Advisors
Dallas,
Texas
|
$1.04M
|
+$1.05M
|
+20,998
|
New
|
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