|
1
|
Creative Planning
Overland Park,
Kansas
|
$86M
|
+$2.74M
|
+56,855
|
+3%
|
|
|
2
|
Private Vista
Chicago,
Illinois
|
$23.3M
|
-$4.5M
|
-93,241
|
-16%
|
|
|
3
|
Huntington National Bank
Columbus,
Ohio
|
$12M
|
–
|
–
|
–
|
|
|
4
|
|
$9.98M
|
-$592K
|
-12,277
|
-6%
|
|
|
5
|
Beacon Financial Group
Dallas,
Texas
|
$7.96M
|
-$250K
|
-5,181
|
-3%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$7.13M
|
+$135K
|
+2,802
|
+2%
|
|
|
7
|
M&T Bank
Buffalo,
New York
|
$6.95M
|
-$255K
|
-5,286
|
-4%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.9M
|
+$248K
|
+5,153
|
+4%
|
|
|
9
|
Baystate Wealth Management
Boston,
Massachusetts
|
$5.46M
|
+$3.23K
|
+67
|
+0.1%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$4.92M
|
+$1.1M
|
+22,722
|
+29%
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
$3.97M
|
+$6.56K
|
+136
|
+0.2%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$3.96M
|
-$367K
|
-7,620
|
-9%
|
|
|
13
|
|
$3.7M
|
-$947K
|
-19,648
|
-20%
|
|
|
14
|
Corda Investment Management
Houston,
Texas
|
$2.78M
|
-$24.8K
|
-515
|
-0.9%
|
|
|
15
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.53M
|
+$2.53M
|
+52,383
|
New
|
|
|
16
|
Evanson Asset Management
Carmel,
California
|
$2.04M
|
-$15.9K
|
-330
|
-0.8%
|
|
|
17
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.7M
|
+$43.9K
|
+910
|
+3%
|
|
|
18
|
Advisory Research
Chicago,
Illinois
|
$1.48M
|
–
|
–
|
–
|
|
|
19
|
Chemical Bank
Detroit,
Michigan
|
$1.41M
|
-$57.6K
|
-1,195
|
-4%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$1.41M
|
-$1.82M
|
-37,763
|
-56%
|
|
|
21
|
Evercore Wealth Management
New York
|
$1.21M
|
-$1.5K
|
-31
|
-0.1%
|
|
|
22
|
KWMG LLC
Overland Park,
Kansas
|
$1.12M
|
-$964
|
-20
|
-0.1%
|
|
|
23
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$1.03M
|
-$193K
|
-3,993
|
-16%
|
|
|
24
|
Parsec Financial Management
Asheville,
North Carolina
|
$842K
|
–
|
–
|
–
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$763K
|
+$182K
|
+3,777
|
+31%
|
|
