|
1
|
|
$148M
|
+$6.05M
|
+109,830
|
+4%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$69.9M
|
+$2.34M
|
+42,468
|
+4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$64.2M
|
+$630K
|
+11,427
|
+1%
|
|
|
4
|
|
$55.5M
|
-$6.45M
|
-116,979
|
-11%
|
|
|
5
|
M&T Bank
Buffalo,
New York
|
$34.9M
|
-$2.07M
|
-37,511
|
-6%
|
|
|
6
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$32.3M
|
-$984K
|
-17,861
|
-3%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$27.5M
|
-$652K
|
-11,832
|
-2%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.7M
|
+$2.54M
|
+46,151
|
+11%
|
|
|
9
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$24.9M
|
-$1.77M
|
-32,112
|
-7%
|
|
|
10
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$24.9M
|
+$1.23M
|
+22,308
|
+5%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$23M
|
-$9.26M
|
-168,043
|
-30%
|
|
|
12
|
|
$21.2M
|
+$2.21M
|
+40,090
|
+12%
|
|
|
13
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$21M
|
+$61.2K
|
+1,111
|
+0.3%
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$19.6M
|
-$911K
|
-16,534
|
-5%
|
|
|
15
|
|
$18.5M
|
–
|
–
|
–
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$17.2M
|
+$1.62M
|
+29,442
|
+11%
|
|
|
17
|
Bank of New York Mellon
New York
|
$15.2M
|
+$665K
|
+12,068
|
+5%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$14.4M
|
-$804K
|
-14,596
|
-6%
|
|
|
19
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$14.3M
|
+$4.5M
|
+81,625
|
+49%
|
|
|
20
|
Veritable
Wilmington,
Delaware
|
$13.8M
|
-$1.05M
|
-18,962
|
-7%
|
|
|
21
|
Capital Planning Advisors
Roseville,
California
|
$13.8M
|
+$944K
|
+17,126
|
+8%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$13.5M
|
-$989K
|
-17,944
|
-7%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.5M
|
+$9.07M
|
+164,538
|
+240%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.7M
|
+$822K
|
+14,923
|
+7%
|
|
|
25
|
TIAA FSB
Jacksonville,
Florida
|
$12.4M
|
-$410K
|
-7,431
|
-3%
|
|
