|
1
|
|
$162M
|
-$5.04M
|
-80,170
|
-3%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$84.8M
|
+$5.59M
|
+88,917
|
+7%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$70.4M
|
-$2.03M
|
-32,366
|
-3%
|
|
|
4
|
|
$68.6M
|
+$5.58M
|
+88,796
|
+9%
|
|
|
5
|
M&T Bank
Buffalo,
New York
|
$38.7M
|
-$673K
|
-10,714
|
-2%
|
|
|
6
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$36.9M
|
+$343K
|
+5,462
|
+1%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.4M
|
+$1.17M
|
+18,569
|
+4%
|
|
|
8
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$30M
|
+$1.87M
|
+29,704
|
+7%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$29.6M
|
-$1.45M
|
-23,103
|
-5%
|
|
|
10
|
|
$28.8M
|
+$4.66M
|
+74,133
|
+20%
|
|
|
11
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$26.6M
|
-$1.42M
|
-22,604
|
-5%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$24.9M
|
-$1.14M
|
-18,103
|
-5%
|
|
|
13
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$23.9M
|
+$105K
|
+1,672
|
+0.5%
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$23M
|
+$763K
|
+12,143
|
+4%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$21.1M
|
+$1.53M
|
+24,369
|
+8%
|
|
|
16
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$19.3M
|
+$3.04M
|
+48,329
|
+20%
|
|
|
17
|
Bank of New York Mellon
New York
|
$17.3M
|
+$110K
|
+1,745
|
+0.7%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$17.1M
|
+$1.76M
|
+27,993
|
+12%
|
|
|
19
|
Capital Planning Advisors
Roseville,
California
|
$16.2M
|
+$647K
|
+10,291
|
+4%
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$15.9M
|
-$321K
|
-5,109
|
-2%
|
|
|
21
|
Veritable
Wilmington,
Delaware
|
$15.7M
|
+$79.1K
|
+1,258
|
+0.5%
|
|
|
22
|
KeyBank National Association
Cleveland,
Ohio
|
$15.6M
|
+$2.2M
|
+35,020
|
+17%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.3M
|
-$900K
|
-14,313
|
-6%
|
|
|
24
|
TIAA FSB
Jacksonville,
Florida
|
$14M
|
-$37.8K
|
-601
|
-0.3%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.8M
|
-$615K
|
-9,780
|
-4%
|
|
