|
1
|
Creative Planning
Overland Park,
Kansas
|
$106M
|
-$11.1M
|
-261,728
|
-9%
|
|
|
2
|
|
$18.7M
|
+$219K
|
+5,168
|
+1%
|
|
|
3
|
Huntington National Bank
Columbus,
Ohio
|
$14.9M
|
–
|
–
|
–
|
|
|
4
|
|
$7.07M
|
+$4.75M
|
+112,242
|
+191%
|
|
|
5
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$5.47M
|
-$218K
|
-5,149
|
-4%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$5.07M
|
-$114K
|
-2,684
|
-2%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.36M
|
-$158K
|
-3,734
|
-3%
|
|
|
8
|
Baystate Wealth Management
Boston,
Massachusetts
|
$4.25M
|
-$124K
|
-2,925
|
-3%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$3.2M
|
-$329K
|
-7,784
|
-9%
|
|
|
10
|
Key Financial Inc
West Chester,
Pennsylvania
|
$3.18M
|
+$261K
|
+6,167
|
+9%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$2.92M
|
-$781K
|
-18,454
|
-21%
|
|
|
12
|
Avidian Wealth Enterprises
Houston,
Texas
|
$2.55M
|
-$159K
|
-3,755
|
-6%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$2.39M
|
-$188K
|
-4,452
|
-7%
|
|
|
14
|
United Capital Financial Advisors
Irving,
Texas
|
$2.23M
|
-$108K
|
-2,555
|
-5%
|
|
|
15
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$2.23M
|
-$186K
|
-4,395
|
-8%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$2.18M
|
-$102K
|
-2,402
|
-4%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.18M
|
+$246K
|
+5,813
|
+12%
|
|
|
18
|
First Allied Advisory Services
San Diego,
California
|
$1.92M
|
+$262K
|
+6,202
|
+15%
|
|
|
19
|
Corda Investment Management
Houston,
Texas
|
$1.67M
|
-$70.4K
|
-1,664
|
-4%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$1.39M
|
+$141K
|
+3,321
|
+11%
|
|
|
21
|
Evanson Asset Management
Carmel,
California
|
$1.38M
|
-$103K
|
-2,429
|
-7%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.37M
|
+$769K
|
+18,170
|
+121%
|
|
|
23
|
TCF National Bank
Sioux Falls,
South Dakota
|
$1.23M
|
-$109K
|
-2,586
|
-8%
|
|
|
24
|
Howe & Rusling
Rochester,
New York
|
$1.11M
|
-$12.2K
|
-289
|
-1%
|
|
|
25
|
Advisory Research
Chicago,
Illinois
|
$1.07M
|
–
|
–
|
–
|
|
