|
1
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$107M
|
-$2.98M
|
-53,767
|
-3%
|
|
|
2
|
|
$98.9M
|
+$9.65M
|
+173,972
|
+11%
|
|
|
3
|
|
$90.4M
|
+$978K
|
+17,635
|
+1%
|
|
|
4
|
|
$87.5M
|
+$3.15M
|
+56,796
|
+4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$47.4M
|
-$8.96M
|
-161,646
|
-16%
|
|
|
6
|
Kestra Advisory Services
Austin,
Texas
|
$31.1M
|
+$1.14M
|
+20,616
|
+4%
|
|
|
7
|
M&T Bank
Buffalo,
New York
|
$29.7M
|
-$5.07M
|
-91,404
|
-15%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$26.7M
|
+$1.23M
|
+22,126
|
+5%
|
|
|
9
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$25.4M
|
-$8.94M
|
-161,156
|
-27%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$24.2M
|
+$1.42M
|
+25,594
|
+6%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.4M
|
+$534K
|
+9,626
|
+2%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.1M
|
+$2.04M
|
+36,835
|
+10%
|
|
|
13
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$22.5M
|
+$2.42M
|
+43,586
|
+13%
|
|
|
14
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$22.4M
|
+$252K
|
+4,551
|
+1%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$20.9M
|
-$325K
|
-5,856
|
-2%
|
|
|
16
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$18.2M
|
-$1.17M
|
-21,017
|
-6%
|
|
|
17
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$18.1M
|
-$348K
|
-6,278
|
-2%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$17.4M
|
-$1.27M
|
-22,962
|
-7%
|
|
|
19
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$17.2M
|
+$913K
|
+16,469
|
+6%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$16.2M
|
+$156K
|
+2,819
|
+1%
|
|
|
21
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$13.5M
|
+$13M
|
+235,320
|
New
|
|
|
22
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$12.9M
|
-$754K
|
-13,591
|
-6%
|
|
|
23
|
Pathstone Holdings
Englewood,
New Jersey
|
$12.8M
|
-$529K
|
-9,538
|
-4%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.7M
|
+$1.93M
|
+34,806
|
+19%
|
|
|
25
|
IFG Advisors
St. Louis,
Missouri
|
$12.2M
|
+$616K
|
+11,106
|
+6%
|
|
