|
1
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$128M
|
+$4.63M
|
+74,038
|
+4%
|
|
|
2
|
|
$103M
|
-$9.88M
|
-158,207
|
-9%
|
|
|
3
|
|
$101M
|
-$3.03M
|
-48,474
|
-3%
|
|
|
4
|
|
$94.1M
|
-$6.22M
|
-99,649
|
-7%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$53M
|
-$1.44M
|
-23,000
|
-3%
|
|
|
6
|
Kestra Advisory Services
Austin,
Texas
|
$35.7M
|
-$1.27M
|
-20,400
|
-4%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$32.5M
|
+$1.65M
|
+26,379
|
+6%
|
|
|
8
|
M&T Bank
Buffalo,
New York
|
$30.8M
|
-$3.2M
|
-51,216
|
-10%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$28.7M
|
+$810K
|
+12,959
|
+3%
|
|
|
10
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$27.7M
|
+$1.85M
|
+29,630
|
+8%
|
|
|
11
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$25.5M
|
-$324K
|
-5,192
|
-1%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25.3M
|
-$1.16M
|
-18,606
|
-5%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$23.2M
|
-$726K
|
-11,626
|
-3%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$22.8M
|
+$7.68M
|
+122,919
|
+55%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.1M
|
-$4.5M
|
-71,983
|
-18%
|
|
|
16
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$21M
|
+$162K
|
+2,594
|
+0.8%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$21M
|
+$2.16M
|
+34,609
|
+12%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$20.8M
|
+$771K
|
+12,350
|
+4%
|
|
|
19
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$19.8M
|
+$30.2K
|
+483
|
+0.2%
|
|
|
20
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$18.8M
|
-$1.98M
|
-31,665
|
-10%
|
|
|
21
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$15.4M
|
-$119K
|
-1,900
|
-0.8%
|
|
|
22
|
Pathstone Holdings
Englewood,
New Jersey
|
$15.1M
|
+$322K
|
+5,154
|
+2%
|
|
|
23
|
KeyBank National Association
Cleveland,
Ohio
|
$15M
|
+$2.6M
|
+41,698
|
+22%
|
|
|
24
|
IFG Advisors
St. Louis,
Missouri
|
$14.8M
|
+$774K
|
+12,385
|
+6%
|
|
|
25
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$14.5M
|
-$276K
|
-4,418
|
-2%
|
|
