|
1
|
Creative Planning
Overland Park,
Kansas
|
$103M
|
+$13.5M
|
+305,212
|
+12%
|
|
|
2
|
|
$16.5M
|
+$10.6M
|
+239,614
|
+116%
|
|
|
3
|
Huntington National Bank
Columbus,
Ohio
|
$9.66M
|
–
|
–
|
–
|
|
|
4
|
Key Financial Inc
West Chester,
Pennsylvania
|
$8.19M
|
+$7.91M
|
+178,724
|
+410%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$5.53M
|
+$982K
|
+22,179
|
+17%
|
|
|
6
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$5.51M
|
+$3.14M
|
+70,863
|
+91%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.12M
|
-$250K
|
-5,640
|
-4%
|
|
|
8
|
Beacon Financial Group
Dallas,
Texas
|
$4.44M
|
+$3.85M
|
+86,958
|
+81%
|
|
|
9
|
Baystate Wealth Management
Boston,
Massachusetts
|
$4.41M
|
+$297K
|
+6,704
|
+6%
|
|
|
10
|
M&T Bank
Buffalo,
New York
|
$4.07M
|
+$4.88M
|
+110,293
|
New
|
|
|
11
|
Private Vista
Chicago,
Illinois
|
$3.76M
|
-$1.85M
|
-41,816
|
-29%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$3.71M
|
-$1.05M
|
-23,713
|
-19%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$3.02M
|
-$1.96M
|
-44,345
|
-35%
|
|
|
14
|
Avidian Wealth Enterprises
Houston,
Texas
|
$2.48M
|
+$117K
|
+2,637
|
+4%
|
|
|
15
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$2.31M
|
-$67.9K
|
-1,533
|
-2%
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
$2.25M
|
-$489K
|
-11,049
|
-15%
|
|
|
17
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.88M
|
-$101K
|
-2,273
|
-4%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.75M
|
-$975K
|
-22,019
|
-32%
|
|
|
19
|
Corda Investment Management
Houston,
Texas
|
$1.62M
|
-$214K
|
-4,829
|
-10%
|
|
|
20
|
First Allied Advisory Services
San Diego,
California
|
$1.43M
|
+$216K
|
+4,873
|
+14%
|
|
|
21
|
Bank of New York Mellon
New York
|
$1.39M
|
+$1.67M
|
+37,618
|
New
|
|
|
22
|
Evanson Asset Management
Carmel,
California
|
$1.3M
|
+$1.28K
|
+29
|
+0.1%
|
|
|
23
|
TCF National Bank
Sioux Falls,
South Dakota
|
$1.22M
|
-$32.8K
|
-740
|
-2%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$1.17M
|
-$108K
|
-2,448
|
-7%
|
|
|
25
|
Advisory Research
Chicago,
Illinois
|
$1.13M
|
–
|
–
|
–
|
|
