|
1
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$114M
|
+$17.5M
|
+319,527
|
+18%
|
|
|
2
|
|
$101M
|
-$35.6M
|
-650,987
|
-26%
|
|
|
3
|
|
$79M
|
+$2.6M
|
+47,631
|
+3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$64.5M
|
-$28.2M
|
-515,860
|
-30%
|
|
|
5
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$50.8M
|
+$50.6M
|
+925,642
|
New
|
|
|
6
|
|
$40.6M
|
-$3.12M
|
-57,067
|
-7%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$38.9M
|
+$3.83M
|
+70,016
|
+11%
|
|
|
8
|
M&T Bank
Buffalo,
New York
|
$34M
|
-$114K
|
-2,090
|
-0.3%
|
|
|
9
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$33.9M
|
+$5.6M
|
+102,362
|
+20%
|
|
|
10
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$27.8M
|
-$56.5K
|
-1,034
|
-0.2%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$27.1M
|
+$1.99M
|
+36,438
|
+8%
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$24.5M
|
+$702K
|
+12,845
|
+3%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$22.5M
|
-$335K
|
-6,119
|
-1%
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$21.5M
|
-$775K
|
-14,180
|
-3%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$21M
|
-$366K
|
-6,697
|
-2%
|
|
|
16
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$20.3M
|
+$255K
|
+4,658
|
+1%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$20.2M
|
+$1.69M
|
+30,851
|
+9%
|
|
|
18
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$19M
|
-$723K
|
-13,215
|
-4%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$18.2M
|
+$2.03M
|
+37,193
|
+13%
|
|
|
20
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$17.4M
|
-$839K
|
-15,338
|
-5%
|
|
|
21
|
TIAA FSB
Jacksonville,
Florida
|
$15M
|
+$1.29M
|
+23,592
|
+9%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.5M
|
+$997K
|
+18,236
|
+7%
|
|
|
23
|
KeyBank National Association
Cleveland,
Ohio
|
$14.1M
|
-$746K
|
-13,644
|
-5%
|
|
|
24
|
Veritable
Wilmington,
Delaware
|
$13.2M
|
-$142K
|
-2,600
|
-1%
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$12.9M
|
-$1M
|
-18,378
|
-7%
|
|
