|
1
|
|
$173M
|
-$9.66M
|
-136,638
|
-6%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$110M
|
+$4.53M
|
+64,135
|
+5%
|
|
|
3
|
|
$91.8M
|
+$7.34M
|
+103,861
|
+9%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$86.3M
|
-$1.81M
|
-25,639
|
-2%
|
|
|
5
|
M&T Bank
Buffalo,
New York
|
$46.7M
|
+$226K
|
+3,191
|
+0.5%
|
|
|
6
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$42.9M
|
-$1.3M
|
-18,371
|
-3%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$39.7M
|
+$1.15M
|
+16,323
|
+3%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$39.6M
|
+$959K
|
+13,568
|
+3%
|
|
|
9
|
|
$36.7M
|
+$209K
|
+2,962
|
+0.6%
|
|
|
10
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$35.2M
|
+$81.1K
|
+1,148
|
+0.2%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$33.7M
|
-$110K
|
-1,556
|
-0.4%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$33M
|
+$3.44M
|
+48,630
|
+13%
|
|
|
13
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$29M
|
-$1.47M
|
-20,829
|
-5%
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$28.3M
|
-$205K
|
-2,907
|
-0.8%
|
|
|
15
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$27.8M
|
-$69.1M
|
-977,460
|
-73%
|
|
|
16
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$25.4M
|
+$1.08M
|
+15,249
|
+5%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$23.3M
|
+$20.7K
|
+293
|
+0.1%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$21.4M
|
+$3.05M
|
+43,158
|
+18%
|
|
|
19
|
KeyBank National Association
Cleveland,
Ohio
|
$21.4M
|
-$482K
|
-6,824
|
-2%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$21.1M
|
+$3.32M
|
+47,047
|
+20%
|
|
|
21
|
Capital Planning Advisors
Roseville,
California
|
$19.9M
|
+$392K
|
+5,544
|
+2%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19M
|
+$1.77M
|
+25,065
|
+11%
|
|
|
23
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$18.3M
|
+$17M
|
+240,851
|
New
|
|
|
24
|
TIAA FSB
Jacksonville,
Florida
|
$18.2M
|
+$196K
|
+2,778
|
+1%
|
|
|
25
|
Veritable
Wilmington,
Delaware
|
$18M
|
-$208K
|
-2,946
|
-1%
|
|
