|
1
|
|
$157M
|
-$5.36M
|
-78,321
|
-3%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$90.8M
|
+$6.11M
|
+89,162
|
+7%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$75.8M
|
+$5.61M
|
+81,943
|
+8%
|
|
|
4
|
|
$72.2M
|
+$3.66M
|
+53,468
|
+5%
|
|
|
5
|
M&T Bank
Buffalo,
New York
|
$40M
|
+$1.29M
|
+18,853
|
+3%
|
|
|
6
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$38.1M
|
+$1.22M
|
+17,795
|
+3%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$33.2M
|
+$8.71M
|
+127,172
|
+33%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$33.1M
|
+$1.71M
|
+25,009
|
+5%
|
|
|
9
|
|
$31.4M
|
+$2.71M
|
+39,629
|
+9%
|
|
|
10
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$30.2M
|
+$138K
|
+2,019
|
+0.4%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$29M
|
-$571K
|
-8,342
|
-2%
|
|
|
12
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$26.3M
|
-$423K
|
-6,174
|
-2%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$25.2M
|
+$8.44M
|
+123,250
|
+47%
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$24.5M
|
+$1.61M
|
+23,465
|
+7%
|
|
|
15
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$23.8M
|
+$67M
|
+978,330
|
+268%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.2M
|
+$12.4M
|
+181,185
|
+127%
|
|
|
17
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$20.8M
|
+$1.56M
|
+22,768
|
+8%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$20.1M
|
-$1.05M
|
-15,291
|
-5%
|
|
|
19
|
KeyBank National Association
Cleveland,
Ohio
|
$18.9M
|
+$3.42M
|
+49,931
|
+21%
|
|
|
20
|
Capital Planning Advisors
Roseville,
California
|
$16.7M
|
+$479K
|
+6,989
|
+3%
|
|
|
21
|
Veritable
Wilmington,
Delaware
|
$15.7M
|
-$36.7K
|
-536
|
-0.2%
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$15.6M
|
-$374K
|
-5,460
|
-2%
|
|
|
23
|
TIAA FSB
Jacksonville,
Florida
|
$15.5M
|
+$1.49M
|
+21,778
|
+10%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$15M
|
+$736K
|
+10,749
|
+5%
|
|
|
25
|
Bank of New York Mellon
New York
|
$15M
|
-$2.41M
|
-35,251
|
-13%
|
|
