|
1
|
|
$134M
|
+$7.59M
|
+122,094
|
+5%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$94.2M
|
+$3.62M
|
+58,259
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$90.8M
|
+$1.48M
|
+23,759
|
+1%
|
|
|
4
|
|
$74.8M
|
+$5.79M
|
+93,226
|
+7%
|
|
|
5
|
|
$42.8M
|
+$1.48M
|
+23,785
|
+3%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$34.3M
|
+$6.66M
|
+107,092
|
+20%
|
|
|
7
|
M&T Bank
Buffalo,
New York
|
$33.3M
|
-$67K
|
-1,078
|
-0.2%
|
|
|
8
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$27.7M
|
-$668K
|
-10,749
|
-2%
|
|
|
9
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$27.2M
|
+$593K
|
+9,535
|
+2%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$24.6M
|
-$4.96M
|
-79,799
|
-15%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$23.3M
|
-$282K
|
-4,543
|
-1%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$22.3M
|
-$1.46M
|
-23,509
|
-5%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$21.8M
|
+$1.68M
|
+27,005
|
+7%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$20.9M
|
-$1.93M
|
-31,023
|
-7%
|
|
|
15
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$19.6M
|
-$224K
|
-3,610
|
-1%
|
|
|
16
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$19.3M
|
-$782K
|
-12,580
|
-3%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$18.1M
|
-$73K
|
-1,174
|
-0.3%
|
|
|
18
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$17.8M
|
-$528K
|
-8,500
|
-2%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$15.8M
|
+$1.16M
|
+18,710
|
+7%
|
|
|
20
|
KeyBank National Association
Cleveland,
Ohio
|
$14.6M
|
+$44.7K
|
+719
|
+0.3%
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$13.6M
|
-$636K
|
-10,233
|
-4%
|
|
|
22
|
TIAA FSB
Jacksonville,
Florida
|
$13.4M
|
-$313K
|
-5,043
|
-2%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.2M
|
-$511K
|
-8,228
|
-3%
|
|
|
24
|
Veritable
Wilmington,
Delaware
|
$13M
|
+$2.98K
|
+48
|
+0%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$12.9M
|
+$3.05M
|
+49,076
|
+26%
|
|
