|
1
|
|
$132M
|
+$10.5M
|
+198,826
|
+9%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$62.9M
|
+$2.38M
|
+45,021
|
+4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$59.2M
|
-$4.02M
|
-75,969
|
-6%
|
|
|
4
|
|
$58.1M
|
+$175K
|
+3,315
|
+0.3%
|
|
|
5
|
M&T Bank
Buffalo,
New York
|
$34.5M
|
-$1.38M
|
-26,091
|
-4%
|
|
|
6
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$31.1M
|
-$803K
|
-15,163
|
-3%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$30.5M
|
+$4.85M
|
+91,566
|
+19%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$26.3M
|
-$734K
|
-13,860
|
-3%
|
|
|
9
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$24.9M
|
-$1.05M
|
-19,922
|
-4%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.4M
|
+$539K
|
+10,189
|
+3%
|
|
|
11
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$22M
|
-$2.37M
|
-44,706
|
-10%
|
|
|
12
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$19.5M
|
-$123K
|
-2,323
|
-0.6%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$18.9M
|
+$1.62M
|
+30,702
|
+9%
|
|
|
14
|
|
$17.6M
|
-$1.14M
|
-21,492
|
-6%
|
|
|
15
|
|
$17.2M
|
–
|
–
|
–
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$14.4M
|
+$1.24M
|
+23,431
|
+10%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$14.2M
|
-$767K
|
-14,498
|
-5%
|
|
|
18
|
Veritable
Wilmington,
Delaware
|
$13.9M
|
-$641K
|
-12,120
|
-4%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$13.6M
|
-$124K
|
-2,334
|
-0.9%
|
|
|
20
|
Bank of New York Mellon
New York
|
$13.5M
|
+$12.3M
|
+232,689
|
+1,316%
|
|
|
21
|
KeyBank National Association
Cleveland,
Ohio
|
$12.2M
|
+$74.4K
|
+1,405
|
+0.6%
|
|
|
22
|
TIAA FSB
Jacksonville,
Florida
|
$12M
|
-$604K
|
-11,419
|
-5%
|
|
|
23
|
Capital Planning Advisors
Roseville,
California
|
$11.9M
|
+$206K
|
+3,885
|
+2%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.1M
|
-$3.02M
|
-56,977
|
-22%
|
|
|
25
|
One Capital Management
Westlake Village,
California
|
$10.2M
|
+$620K
|
+11,723
|
+7%
|
|
