|
1
|
|
$145M
|
+$3.34M
|
+50,847
|
+2%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$103M
|
+$6M
|
+91,292
|
+6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$101M
|
+$754K
|
+11,478
|
+0.7%
|
|
|
4
|
|
$79M
|
+$289K
|
+4,403
|
+0.3%
|
|
|
5
|
|
$47M
|
+$11.9M
|
+181,369
|
+31%
|
|
|
6
|
M&T Bank
Buffalo,
New York
|
$37.8M
|
+$363K
|
+5,524
|
+0.9%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$32.7M
|
-$1.2M
|
-18,213
|
-3%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.3M
|
-$647K
|
-9,842
|
-2%
|
|
|
9
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$32M
|
-$1.01M
|
-15,350
|
-3%
|
|
|
10
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$30.3M
|
+$1.53M
|
+23,315
|
+5%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$26.7M
|
-$149K
|
-2,271
|
-0.5%
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$26.7M
|
+$17.3M
|
+262,833
|
+149%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$25.6M
|
+$2.19M
|
+33,304
|
+9%
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$23M
|
-$50.2K
|
-763
|
-0.2%
|
|
|
15
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$22.6M
|
-$383K
|
-5,822
|
-2%
|
|
|
16
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$22.4M
|
+$79.8K
|
+1,214
|
+0.3%
|
|
|
17
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$20.7M
|
+$342K
|
+5,200
|
+2%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$20.6M
|
+$1.6M
|
+24,355
|
+8%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$16.8M
|
+$476K
|
+7,249
|
+3%
|
|
|
20
|
KeyBank National Association
Cleveland,
Ohio
|
$16.5M
|
-$583K
|
-8,865
|
-3%
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$16M
|
-$1.08M
|
-16,377
|
-6%
|
|
|
22
|
TIAA FSB
Jacksonville,
Florida
|
$15.5M
|
-$602K
|
-9,166
|
-3%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.4M
|
+$1.13M
|
+17,168
|
+7%
|
|
|
24
|
Veritable
Wilmington,
Delaware
|
$14.7M
|
+$341K
|
+5,183
|
+2%
|
|
|
25
|
Bank of New York Mellon
New York
|
$14.1M
|
+$47.4K
|
+721
|
+0.3%
|
|
