|
1
|
Creative Planning
Overland Park,
Kansas
|
$82.5M
|
+$3.71M
|
+74,133
|
+4%
|
|
|
2
|
Private Vista
Chicago,
Illinois
|
$27.6M
|
-$3.37M
|
-67,264
|
-10%
|
|
|
3
|
Huntington National Bank
Columbus,
Ohio
|
$13.7M
|
–
|
–
|
–
|
|
|
4
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$12.1M
|
-$162K
|
-3,235
|
-1%
|
|
|
5
|
|
$10.5M
|
-$371K
|
-7,416
|
-3%
|
|
|
6
|
Beacon Financial Group
Dallas,
Texas
|
$8.13M
|
+$3.4M
|
+67,958
|
+67%
|
|
|
7
|
M&T Bank
Buffalo,
New York
|
$7.14M
|
-$298K
|
-5,949
|
-4%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$6.93M
|
+$27.6K
|
+550
|
+0.4%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.59M
|
+$705K
|
+14,065
|
+11%
|
|
|
10
|
Baystate Wealth Management
Boston,
Massachusetts
|
$5.66M
|
-$551K
|
-11,007
|
-9%
|
|
|
11
|
|
$4.6M
|
+$4.83M
|
+96,321
|
New
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$4.28M
|
-$355K
|
-7,083
|
-7%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$3.9M
|
-$4.56K
|
-91
|
-0.1%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$3.79M
|
-$99.8K
|
-1,993
|
-2%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$3.2M
|
+$2.52M
|
+50,258
|
+301%
|
|
|
16
|
Corda Investment Management
Houston,
Texas
|
$2.78M
|
-$80.9K
|
-1,615
|
-3%
|
|
|
17
|
Old Mission Capital
Chicago,
Illinois
|
$2.06M
|
+$1.91M
|
+38,161
|
+782%
|
|
|
18
|
Evanson Asset Management
Carmel,
California
|
$2.03M
|
-$50.3K
|
-1,005
|
-2%
|
|
|
19
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.64M
|
-$12.2K
|
-244
|
-0.7%
|
|
|
20
|
Advisory Research
Chicago,
Illinois
|
$1.47M
|
–
|
–
|
–
|
|
|
21
|
Chemical Bank
Detroit,
Michigan
|
$1.46M
|
+$84.7K
|
+1,690
|
+6%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$1.4M
|
-$380K
|
-7,586
|
-21%
|
|
|
23
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$1.21M
|
-$17.4K
|
-348
|
-1%
|
|
|
24
|
Evercore Wealth Management
New York
|
$1.2M
|
-$526K
|
-10,495
|
-29%
|
|
|
25
|
KWMG LLC
Overland Park,
Kansas
|
$1.11M
|
-$1.45K
|
-29
|
-0.1%
|
|
