|
1
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$111M
|
-$2.7M
|
-47,399
|
-2%
|
|
|
2
|
|
$90.1M
|
+$5.18M
|
+90,829
|
+6%
|
|
|
3
|
|
$89.6M
|
+$1.1M
|
+19,234
|
+1%
|
|
|
4
|
|
$84.8M
|
+$8.68M
|
+152,218
|
+12%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$57.1M
|
-$1.35M
|
-23,689
|
-2%
|
|
|
6
|
M&T Bank
Buffalo,
New York
|
$35.2M
|
+$669K
|
+11,734
|
+2%
|
|
|
7
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$34.8M
|
+$309K
|
+5,415
|
+0.9%
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$31.2M
|
+$1.57M
|
+27,524
|
+5%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$25.6M
|
+$1.34M
|
+23,420
|
+6%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$23M
|
-$2.98M
|
-52,157
|
-12%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$22.9M
|
+$9.87M
|
+173,082
|
+77%
|
|
|
12
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$22.3M
|
+$2.44M
|
+42,774
|
+12%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$21.4M
|
-$421K
|
-7,379
|
-2%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21.1M
|
+$623K
|
+10,916
|
+3%
|
|
|
15
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$20.1M
|
+$1.78M
|
+31,226
|
+10%
|
|
|
16
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$19.5M
|
-$335K
|
-5,878
|
-2%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$18.8M
|
-$2.2M
|
-38,632
|
-11%
|
|
|
18
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$18.6M
|
+$101K
|
+1,771
|
+0.6%
|
|
|
19
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$16.4M
|
-$753K
|
-13,195
|
-4%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$16.2M
|
+$808K
|
+14,157
|
+5%
|
|
|
21
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$13.7M
|
-$601K
|
-10,531
|
-4%
|
|
|
22
|
Pathstone Holdings
Englewood,
New Jersey
|
$13.4M
|
-$4.05K
|
-71
|
-0%
|
|
|
23
|
IFG Advisors
St. Louis,
Missouri
|
$11.6M
|
+$172K
|
+3,017
|
+2%
|
|
|
24
|
KeyBank National Association
Cleveland,
Ohio
|
$11.2M
|
-$99.3K
|
-1,741
|
-0.9%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.8M
|
-$5.51M
|
-96,663
|
-34%
|
|
