|
1
|
Creative Planning
Overland Park,
Kansas
|
$104M
|
+$3.11M
|
+68,456
|
+3%
|
|
|
2
|
Private Vista
Chicago,
Illinois
|
$14.4M
|
-$3.47M
|
-76,398
|
-20%
|
|
|
3
|
Huntington National Bank
Columbus,
Ohio
|
$11.1M
|
–
|
–
|
–
|
|
|
4
|
|
$9.23M
|
-$107K
|
-2,359
|
-1%
|
|
|
5
|
M&T Bank
Buffalo,
New York
|
$6.3M
|
-$718K
|
-15,796
|
-10%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.16M
|
-$719K
|
-15,807
|
-11%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$5.85M
|
-$276K
|
-6,063
|
-5%
|
|
|
8
|
Baystate Wealth Management
Boston,
Massachusetts
|
$5.5M
|
-$41.1K
|
-905
|
-0.8%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$5.12M
|
-$74.7K
|
-1,644
|
-1%
|
|
|
10
|
Beacon Financial Group
Dallas,
Texas
|
$4.69M
|
+$163K
|
+3,582
|
+4%
|
|
|
11
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.82M
|
+$41.2K
|
+907
|
+1%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$3.57M
|
+$647K
|
+14,241
|
+23%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$3.34M
|
+$127K
|
+2,804
|
+4%
|
|
|
14
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$2.7M
|
-$321K
|
-7,064
|
-11%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.48M
|
-$260K
|
-5,710
|
-10%
|
|
|
16
|
Corda Investment Management
Houston,
Texas
|
$2.47M
|
+$12.2K
|
+268
|
+0.5%
|
|
|
17
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$2.46M
|
+$842K
|
+18,517
|
+54%
|
|
|
18
|
WealthSource Partners
San Luis Obispo,
California
|
$2.27M
|
+$2.23M
|
+49,080
|
New
|
|
|
19
|
Evanson Asset Management
Carmel,
California
|
$1.94M
|
-$9.87K
|
-217
|
-0.5%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.54M
|
+$353K
|
+7,772
|
+31%
|
|
|
21
|
Chemical Bank
Detroit,
Michigan
|
$1.47M
|
-$43.7K
|
-962
|
-3%
|
|
|
22
|
Advisory Research
Chicago,
Illinois
|
$1.42M
|
–
|
–
|
–
|
|
|
23
|
Howe & Rusling
Rochester,
New York
|
$1.09M
|
+$253K
|
+5,563
|
+31%
|
|
|
24
|
KWMG LLC
Overland Park,
Kansas
|
$1.05M
|
-$26.1K
|
-575
|
-2%
|
|
|
25
|
Parsec Financial Management
Asheville,
North Carolina
|
$745K
|
-$24.3K
|
-535
|
-3%
|
|
