|
1
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$145M
|
-$2.57M
|
-38,213
|
-2%
|
|
|
2
|
|
$113M
|
+$7.59M
|
+113,011
|
+7%
|
|
|
3
|
|
$98.8M
|
+$6.27M
|
+93,389
|
+7%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$52.8M
|
+$420K
|
+6,250
|
+0.8%
|
|
|
5
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$51.6M
|
+$4.19M
|
+62,419
|
+9%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$46.6M
|
+$573K
|
+8,524
|
+1%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$41M
|
+$3.42M
|
+50,937
|
+9%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$39.3M
|
+$9.08M
|
+135,143
|
+30%
|
|
|
9
|
M&T Bank
Buffalo,
New York
|
$32.7M
|
+$1.17M
|
+17,361
|
+4%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$32.2M
|
-$17.2M
|
-256,111
|
-35%
|
|
|
11
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$30.2M
|
-$221K
|
-3,285
|
-0.7%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$29.1M
|
-$913K
|
-13,587
|
-3%
|
|
|
13
|
Bank of New York Mellon
New York
|
$25.1M
|
+$304K
|
+4,529
|
+1%
|
|
|
14
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$24.3M
|
+$1.76M
|
+26,259
|
+8%
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$23.4M
|
-$805K
|
-11,987
|
-3%
|
|
|
16
|
KeyBank National Association
Cleveland,
Ohio
|
$21.9M
|
+$444K
|
+6,610
|
+2%
|
|
|
17
|
Huntington National Bank
Columbus,
Ohio
|
$21.4M
|
+$3.63K
|
+54
|
+1%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$19.3M
|
-$511K
|
-7,607
|
-3%
|
|
|
19
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$18.3M
|
-$2.56M
|
-38,076
|
-12%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$16.6M
|
+$389K
|
+5,786
|
+2%
|
|
|
21
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$16.1M
|
-$57.6K
|
-858
|
-0.4%
|
|
|
22
|
IFG Advisors
St. Louis,
Missouri
|
$15.7M
|
-$236K
|
-3,513
|
-1%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.1M
|
-$284K
|
-4,229
|
-2%
|
|
|
24
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$15M
|
-$632K
|
-9,410
|
-4%
|
|
|
25
|
Pathstone Holdings
Englewood,
New Jersey
|
$14M
|
-$83.2K
|
-1,238
|
-0.6%
|
|
