|
1
|
Creative Planning
Overland Park,
Kansas
|
$92.2M
|
+$17.4M
|
+386,113
|
+22%
|
|
|
2
|
Private Vista
Chicago,
Illinois
|
$16.5M
|
-$4.36M
|
-96,834
|
-20%
|
|
|
3
|
Huntington National Bank
Columbus,
Ohio
|
$9.49M
|
–
|
–
|
–
|
|
|
4
|
|
$8.57M
|
-$244K
|
-5,415
|
-3%
|
|
|
5
|
M&T Bank
Buffalo,
New York
|
$6.45M
|
+$343K
|
+7,623
|
+5%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.32M
|
+$255K
|
+5,676
|
+4%
|
|
|
7
|
|
$6.25M
|
+$3.16M
|
+70,332
|
+92%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$5.62M
|
-$700K
|
-15,567
|
-11%
|
|
|
9
|
Baystate Wealth Management
Boston,
Massachusetts
|
$5.28M
|
+$810
|
+18
|
+0%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$4.77M
|
+$1.36M
|
+30,189
|
+37%
|
|
|
11
|
Beacon Financial Group
Dallas,
Texas
|
$4.16M
|
-$3.03M
|
-67,449
|
-41%
|
|
|
12
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.47M
|
+$1.31M
|
+29,144
|
+56%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$2.94M
|
-$1.48M
|
-32,786
|
-32%
|
|
|
14
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$2.78M
|
+$1.36M
|
+30,177
|
+86%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$2.67M
|
-$854K
|
-18,985
|
-23%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.52M
|
+$1.95M
|
+43,337
|
+274%
|
|
|
17
|
Corda Investment Management
Houston,
Texas
|
$2.25M
|
-$211K
|
-4,681
|
-8%
|
|
|
18
|
Evanson Asset Management
Carmel,
California
|
$1.79M
|
-$10.3K
|
-230
|
-0.5%
|
|
|
19
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$1.46M
|
+$1.07M
|
+23,712
|
+221%
|
|
|
20
|
Chemical Bank
Detroit,
Michigan
|
$1.38M
|
+$147K
|
+3,270
|
+11%
|
|
|
21
|
Advisory Research
Chicago,
Illinois
|
$1.31M
|
–
|
–
|
–
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.08M
|
+$827K
|
+18,371
|
+259%
|
|
|
23
|
KWMG LLC
Overland Park,
Kansas
|
$986K
|
-$990
|
-22
|
-0.1%
|
|
|
24
|
Evercore Wealth Management
New York
|
$782K
|
-$301K
|
-6,683
|
-27%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$781K
|
+$517K
|
+11,481
|
+167%
|
|
