|
1
|
Creative Planning
Overland Park,
Kansas
|
$82.3M
|
+$18.1M
|
+354,199
|
+27%
|
|
|
2
|
Private Vista
Chicago,
Illinois
|
$32.1M
|
-$1.74M
|
-34,001
|
-5%
|
|
|
3
|
Huntington National Bank
Columbus,
Ohio
|
$14M
|
–
|
–
|
–
|
|
|
4
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$12.8M
|
-$422K
|
-8,261
|
-3%
|
|
|
5
|
|
$11.3M
|
+$1.54M
|
+30,156
|
+15%
|
|
|
6
|
M&T Bank
Buffalo,
New York
|
$7.74M
|
-$220K
|
-4,305
|
-3%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$7.19M
|
-$86.5K
|
-1,692
|
-1%
|
|
|
8
|
Baystate Wealth Management
Boston,
Massachusetts
|
$6.56M
|
+$445K
|
+8,699
|
+7%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.16M
|
+$1.12M
|
+21,971
|
+22%
|
|
|
10
|
Beacon Financial Group
Dallas,
Texas
|
$5.09M
|
+$4.81M
|
+94,050
|
+1,158%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$4.82M
|
+$150K
|
+2,937
|
+3%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$4.07M
|
+$60.4K
|
+1,182
|
+1%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$4.04M
|
-$196K
|
-3,828
|
-5%
|
|
|
14
|
Corda Investment Management
Houston,
Texas
|
$2.98M
|
-$214K
|
-4,193
|
-7%
|
|
|
15
|
Evanson Asset Management
Carmel,
California
|
$2.17M
|
-$16.9K
|
-331
|
-0.8%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$1.84M
|
+$1.58M
|
+30,874
|
+515%
|
|
|
17
|
Evercore Wealth Management
New York
|
$1.77M
|
-$207K
|
-4,042
|
-10%
|
|
|
18
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.72M
|
+$165K
|
+3,229
|
+10%
|
|
|
19
|
|
$1.64M
|
-$39.3K
|
-769
|
-2%
|
|
|
20
|
Advisory Research
Chicago,
Illinois
|
$1.53M
|
-$782K
|
-15,300
|
-33%
|
|
|
21
|
Chemical Bank
Detroit,
Michigan
|
$1.43M
|
+$239K
|
+4,664
|
+19%
|
|
|
22
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$1.28M
|
-$102K
|
-1,986
|
-7%
|
|
|
23
|
KWMG LLC
Overland Park,
Kansas
|
$1.16M
|
-$125K
|
-2,441
|
-9%
|
|
|
24
|
Ackerman Capital Advisors
Dallas,
Texas
|
$1.06M
|
–
|
–
|
–
|
|
|
25
|
Biltmore Family Office
Charlotte,
North Carolina
|
$880K
|
-$10.2K
|
-200
|
-1%
|
|
