|
1
|
|
$165M
|
+$4.12M
|
+59,868
|
+3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$118M
|
+$36.1M
|
+523,620
|
+46%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$114M
|
+$10.6M
|
+153,657
|
+11%
|
|
|
4
|
|
$92M
|
+$6.15M
|
+89,311
|
+7%
|
|
|
5
|
M&T Bank
Buffalo,
New York
|
$43.8M
|
+$186K
|
+2,698
|
+0.4%
|
|
|
6
|
|
$42.1M
|
+$7.57M
|
+109,875
|
+23%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$39.5M
|
+$2.43M
|
+35,294
|
+7%
|
|
|
8
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$38.5M
|
-$1.44M
|
-20,884
|
-4%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$38.5M
|
+$1.34M
|
+19,477
|
+4%
|
|
|
10
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$33.7M
|
+$809K
|
+11,751
|
+3%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$31.4M
|
-$58.7K
|
-853
|
-0.2%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$27.5M
|
-$3.22M
|
-46,752
|
-11%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$27M
|
+$533K
|
+7,745
|
+2%
|
|
|
14
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$26.8M
|
-$212K
|
-3,083
|
-0.8%
|
|
|
15
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$26.1M
|
+$70K
|
+1,017
|
+0.3%
|
|
|
16
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$23.8M
|
+$136K
|
+1,969
|
+0.6%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$22.3M
|
+$2.58M
|
+37,458
|
+14%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$19.9M
|
-$85.7K
|
-1,244
|
-0.4%
|
|
|
19
|
KeyBank National Association
Cleveland,
Ohio
|
$19.9M
|
-$116K
|
-1,690
|
-0.6%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$19.1M
|
-$2.56M
|
-37,229
|
-12%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$18.9M
|
+$3.32M
|
+48,251
|
+24%
|
|
|
22
|
TIAA FSB
Jacksonville,
Florida
|
$18.7M
|
+$1.68M
|
+24,365
|
+10%
|
|
|
23
|
Capital Planning Advisors
Roseville,
California
|
$17.2M
|
-$1.33M
|
-19,355
|
-7%
|
|
|
24
|
Veritable
Wilmington,
Delaware
|
$16.8M
|
–
|
–
|
–
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.8M
|
-$912K
|
-13,248
|
-5%
|
|
