|
1
|
Creative Planning
Overland Park,
Kansas
|
$106M
|
+$3.96M
|
+86,502
|
+4%
|
|
|
2
|
Huntington National Bank
Columbus,
Ohio
|
$11M
|
–
|
–
|
–
|
|
|
3
|
|
$9.53M
|
-$526K
|
-11,488
|
-5%
|
|
|
4
|
Private Vista
Chicago,
Illinois
|
$9.18M
|
-$2.71M
|
-59,045
|
-23%
|
|
|
5
|
M&T Bank
Buffalo,
New York
|
$5.91M
|
-$306K
|
-6,680
|
-5%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$5.79M
|
+$777K
|
+16,954
|
+16%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.57M
|
-$171K
|
-3,730
|
-3%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$5.51M
|
+$8.29K
|
+181
|
+0.2%
|
|
|
9
|
Baystate Wealth Management
Boston,
Massachusetts
|
$5.46M
|
-$671K
|
-14,637
|
-11%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$5.45M
|
+$1.68M
|
+36,583
|
+45%
|
|
|
11
|
Beacon Financial Group
Dallas,
Texas
|
$4.85M
|
-$17.5K
|
-381
|
-0.4%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$4.54M
|
+$275K
|
+5,999
|
+6%
|
|
|
13
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.43M
|
-$436K
|
-9,517
|
-11%
|
|
|
14
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$2.93M
|
+$243K
|
+5,309
|
+9%
|
|
|
15
|
|
$2.63M
|
+$2.07M
|
+45,281
|
+380%
|
|
|
16
|
Avidian Wealth Enterprises
Houston,
Texas
|
$2.56M
|
+$2.55M
|
+55,602
|
New
|
|
|
17
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$2.54M
|
-$103K
|
-2,245
|
-4%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.46M
|
+$18K
|
+392
|
+0.7%
|
|
|
19
|
Corda Investment Management
Houston,
Texas
|
$2.42M
|
-$30.8K
|
-672
|
-1%
|
|
|
20
|
Evanson Asset Management
Carmel,
California
|
$1.82M
|
-$44.4K
|
-969
|
-2%
|
|
|
21
|
TCF National Bank
Sioux Falls,
South Dakota
|
$1.52M
|
+$1.52M
|
+33,083
|
New
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$1.44M
|
-$6.03M
|
-131,502
|
-81%
|
|
|
23
|
Advisory Research
Chicago,
Illinois
|
$1.41M
|
–
|
–
|
–
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.2M
|
+$151K
|
+3,303
|
+15%
|
|
|
25
|
Howe & Rusling
Rochester,
New York
|
$1.11M
|
+$125K
|
+2,718
|
+13%
|
|
