|
1
|
|
$104M
|
+$58.9M
|
+1,001,308
|
+128%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$89.9M
|
-$872K
|
-14,824
|
-1%
|
|
|
3
|
|
$63.2M
|
+$1.19M
|
+20,320
|
+2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$51.7M
|
-$17.9M
|
-305,048
|
-26%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$48.3M
|
+$10.2M
|
+174,148
|
+27%
|
|
|
6
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$48.2M
|
-$25.8M
|
-438,388
|
-35%
|
|
|
7
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$43.6M
|
+$491K
|
+8,350
|
+1%
|
|
|
8
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$32.7M
|
-$502K
|
-8,532
|
-2%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$32M
|
-$775K
|
-13,176
|
-2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$31.8M
|
+$6.07M
|
+103,206
|
+23%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$23M
|
-$105K
|
-1,794
|
-0.5%
|
|
|
12
|
|
$22.1M
|
+$450K
|
+7,652
|
+2%
|
|
|
13
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$21.2M
|
-$558K
|
-9,498
|
-3%
|
|
|
14
|
|
$20.8M
|
+$20.9M
|
+355,338
|
New
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.2M
|
+$1.07M
|
+18,218
|
+6%
|
|
|
16
|
|
$18.7M
|
–
|
–
|
–
|
|
|
17
|
KeyBank National Association
Cleveland,
Ohio
|
$17.9M
|
-$42.2K
|
-718
|
-0.2%
|
|
|
18
|
TIAA FSB
Jacksonville,
Florida
|
$16.8M
|
-$316K
|
-5,372
|
-2%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.8M
|
+$2.94M
|
+49,982
|
+25%
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$13.4M
|
+$2.71M
|
+46,016
|
+25%
|
|
|
21
|
Ballentine Partners
Waltham,
Massachusetts
|
$12.8M
|
-$38.7K
|
-658
|
-0.3%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.6M
|
+$1.81M
|
+30,782
|
+17%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.3M
|
+$4.15M
|
+70,526
|
+51%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$11.8M
|
+$297K
|
+5,052
|
+3%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$11.1M
|
+$9.05K
|
+154
|
+0.1%
|
|
