|
1
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$117M
|
+$1.76M
|
+32,268
|
+2%
|
|
|
2
|
|
$114M
|
+$3.37M
|
+61,898
|
+3%
|
|
|
3
|
|
$89.2M
|
+$3.75M
|
+68,823
|
+4%
|
|
|
4
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$87.4M
|
+$3.4M
|
+62,466
|
+4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$60.8M
|
-$2.92M
|
-53,620
|
-5%
|
|
|
6
|
|
$42.1M
|
+$1.42M
|
+26,064
|
+4%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$36M
|
-$703K
|
-12,915
|
-2%
|
|
|
8
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$32.9M
|
-$376K
|
-6,914
|
-1%
|
|
|
9
|
M&T Bank
Buffalo,
New York
|
$31.3M
|
-$217K
|
-3,989
|
-0.7%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$28.1M
|
+$12.2M
|
+224,324
|
+80%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$23.9M
|
+$1.44M
|
+26,467
|
+7%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$23M
|
-$3.15M
|
-57,916
|
-12%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$22.7M
|
-$1.21M
|
-22,301
|
-5%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$22.2M
|
+$832K
|
+15,295
|
+4%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$20.5M
|
+$1.51M
|
+27,714
|
+8%
|
|
|
16
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$20.4M
|
-$2.6M
|
-47,726
|
-12%
|
|
|
17
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$20.2M
|
+$947K
|
+17,396
|
+5%
|
|
|
18
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$19.5M
|
-$461K
|
-8,478
|
-2%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.1M
|
+$1.22M
|
+22,421
|
+7%
|
|
|
20
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$15.3M
|
-$3.15M
|
-57,873
|
-17%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$14.1M
|
-$6.55M
|
-120,418
|
-32%
|
|
|
22
|
Veritable
Wilmington,
Delaware
|
$13.6M
|
+$135K
|
+2,485
|
+1%
|
|
|
23
|
KeyBank National Association
Cleveland,
Ohio
|
$12.6M
|
-$969K
|
-17,797
|
-7%
|
|
|
24
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$11.9M
|
+$2.16M
|
+39,697
|
+23%
|
|
|
25
|
TIAA FSB
Jacksonville,
Florida
|
$11.3M
|
-$2.52M
|
-46,328
|
-19%
|
|
