|
1
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$116M
|
-$1.85M
|
-35,024
|
-2%
|
|
|
2
|
|
$90.1M
|
+$28.8M
|
+545,506
|
+55%
|
|
|
3
|
|
$86.3M
|
-$628K
|
-11,874
|
-0.8%
|
|
|
4
|
|
$77.4M
|
-$47.1M
|
-890,470
|
-40%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$59.5M
|
-$2.67M
|
-50,593
|
-5%
|
|
|
6
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$35.2M
|
+$1.09M
|
+20,642
|
+4%
|
|
|
7
|
M&T Bank
Buffalo,
New York
|
$35.1M
|
+$1.67M
|
+31,647
|
+6%
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$30.2M
|
+$1.22M
|
+23,152
|
+5%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.5M
|
-$2.65M
|
-50,055
|
-10%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$24.7M
|
-$1.01M
|
-19,021
|
-4%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$22.2M
|
-$298K
|
-5,633
|
-1%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$21.4M
|
-$2.04M
|
-38,599
|
-10%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.8M
|
-$68.7K
|
-1,299
|
-0.4%
|
|
|
14
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$20.2M
|
-$263K
|
-4,977
|
-1%
|
|
|
15
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$20.1M
|
-$1.33M
|
-25,172
|
-7%
|
|
|
16
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$18.8M
|
-$1.75M
|
-33,132
|
-9%
|
|
|
17
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$18.1M
|
+$3.13M
|
+59,136
|
+23%
|
|
|
18
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$17.5M
|
+$15.7M
|
+297,255
|
New
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$16.7M
|
-$316K
|
-5,984
|
-2%
|
|
|
20
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$16.3M
|
+$13.7M
|
+259,240
|
+1,380%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$15.6M
|
-$45.6K
|
-863
|
-0.3%
|
|
|
22
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$14.6M
|
-$866K
|
-16,376
|
-6%
|
|
|
23
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$14.6M
|
+$7.01M
|
+132,662
|
+115%
|
|
|
24
|
Pathstone Holdings
Englewood,
New Jersey
|
$13.7M
|
+$12.3M
|
+233,096
|
New
|
|
|
25
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$13.5M
|
+$12M
|
+226,627
|
+17,775%
|
|
