|
1
|
|
$115M
|
+$8.2M
|
+158,566
|
+8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$59.9M
|
-$24.2M
|
-467,220
|
-28%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$57.2M
|
+$2.11M
|
+40,846
|
+4%
|
|
|
4
|
|
$54.8M
|
-$4.33M
|
-83,718
|
-7%
|
|
|
5
|
M&T Bank
Buffalo,
New York
|
$34M
|
-$3.39M
|
-65,496
|
-9%
|
|
|
6
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$30.2M
|
-$2.33M
|
-45,080
|
-7%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$25.6M
|
-$182K
|
-3,524
|
-0.7%
|
|
|
8
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$24.6M
|
-$1.54M
|
-29,840
|
-6%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$24.2M
|
-$7.3M
|
-141,130
|
-23%
|
|
|
10
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$23.1M
|
-$3.66M
|
-70,758
|
-14%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.7M
|
+$507K
|
+9,806
|
+2%
|
|
|
12
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$18.6M
|
+$304K
|
+5,884
|
+2%
|
|
|
13
|
|
$17.7M
|
+$519K
|
+10,024
|
+3%
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$16.6M
|
+$16.8M
|
+325,336
|
New
|
|
|
15
|
|
$16.3M
|
–
|
–
|
–
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$14.2M
|
-$3.61M
|
-69,710
|
-20%
|
|
|
17
|
Veritable
Wilmington,
Delaware
|
$13.8M
|
+$202K
|
+3,906
|
+1%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.4M
|
+$555K
|
+10,730
|
+4%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$13M
|
-$4.47M
|
-86,448
|
-25%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$12.5M
|
-$4.79M
|
-92,528
|
-27%
|
|
|
21
|
TIAA FSB
Jacksonville,
Florida
|
$11.9M
|
-$2.68M
|
-51,708
|
-18%
|
|
|
22
|
KeyBank National Association
Cleveland,
Ohio
|
$11.5M
|
-$640K
|
-12,370
|
-5%
|
|
|
23
|
Capital Planning Advisors
Roseville,
California
|
$11.1M
|
+$1.29M
|
+24,904
|
+13%
|
|
|
24
|
One Capital Management
Westlake Village,
California
|
$9.02M
|
+$511K
|
+9,868
|
+6%
|
|
|
25
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$8.88M
|
–
|
–
|
–
|
|
