|
1
|
|
$106M
|
+$9.38M
|
+190,550
|
+10%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$82.8M
|
+$3.55M
|
+72,112
|
+5%
|
|
|
3
|
|
$58.4M
|
-$12.6M
|
-256,008
|
-18%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$54.5M
|
+$8.03M
|
+163,010
|
+18%
|
|
|
5
|
M&T Bank
Buffalo,
New York
|
$36.9M
|
-$11.5M
|
-233,238
|
-24%
|
|
|
6
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$32.1M
|
-$3.5M
|
-71,086
|
-10%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$31.1M
|
-$2.49M
|
-50,634
|
-8%
|
|
|
8
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$26.4M
|
-$8.01M
|
-162,688
|
-24%
|
|
|
9
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$25.8M
|
-$1.87M
|
-37,972
|
-7%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$25.5M
|
-$1.02M
|
-20,770
|
-4%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$20M
|
+$899K
|
+18,260
|
+5%
|
|
|
12
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$18.1M
|
+$28.4K
|
+576
|
+0.2%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$17.5M
|
-$982K
|
-19,946
|
-5%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$17.2M
|
-$2.16M
|
-43,946
|
-11%
|
|
|
15
|
|
$17M
|
-$95.9K
|
-1,948
|
-0.6%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$17M
|
+$7.14M
|
+145,056
|
+76%
|
|
|
17
|
|
$16.1M
|
–
|
–
|
–
|
|
|
18
|
TIAA FSB
Jacksonville,
Florida
|
$14.4M
|
-$6.3M
|
-127,946
|
-31%
|
|
|
19
|
Veritable
Wilmington,
Delaware
|
$13.4M
|
+$6.1M
|
+123,802
|
+87%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.7M
|
-$64.1K
|
-1,302
|
-0.5%
|
|
|
21
|
KeyBank National Association
Cleveland,
Ohio
|
$12M
|
-$908K
|
-18,448
|
-7%
|
|
|
22
|
|
$11.7M
|
-$5.75M
|
-116,742
|
-34%
|
|
|
23
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$10.6M
|
+$98.9K
|
+2,008
|
+1%
|
|
|
24
|
Capital Planning Advisors
Roseville,
California
|
$9.7M
|
+$1.45M
|
+29,502
|
+18%
|
|
|
25
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$8.78M
|
–
|
–
|
–
|
|
