|
1
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$125M
|
+$8.52M
|
+133,570
|
+7%
|
|
|
2
|
|
$96.4M
|
+$4.44M
|
+69,557
|
+5%
|
|
|
3
|
|
$93.8M
|
-$810K
|
-12,696
|
-0.8%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$48.7M
|
+$253K
|
+3,960
|
+0.5%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$35.4M
|
+$37.4M
|
+586,768
|
New
|
|
|
6
|
Kestra Advisory Services
Austin,
Texas
|
$32.5M
|
-$127K
|
-1,992
|
-0.4%
|
|
|
7
|
M&T Bank
Buffalo,
New York
|
$28.5M
|
+$361K
|
+5,655
|
+1%
|
|
|
8
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$27.1M
|
+$1.94M
|
+30,486
|
+7%
|
|
|
9
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$26.6M
|
+$3.49M
|
+54,693
|
+14%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$25.6M
|
-$696K
|
-10,913
|
-3%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.9M
|
+$753K
|
+11,813
|
+3%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$21.3M
|
+$2.27M
|
+35,582
|
+11%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$20.9M
|
-$365K
|
-5,721
|
-2%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$20.3M
|
+$1.35M
|
+21,204
|
+7%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.5M
|
-$823K
|
-12,908
|
-4%
|
|
|
16
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$19.3M
|
+$1.26M
|
+19,772
|
+7%
|
|
|
17
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$19.2M
|
+$215K
|
+3,374
|
+1%
|
|
|
18
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$16.5M
|
-$806K
|
-12,642
|
-4%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.1M
|
-$6.1M
|
-95,686
|
-28%
|
|
|
20
|
KeyBank National Association
Cleveland,
Ohio
|
$14.5M
|
+$793K
|
+12,436
|
+5%
|
|
|
21
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$13.9M
|
-$156K
|
-2,444
|
-1%
|
|
|
22
|
IFG Advisors
St. Louis,
Missouri
|
$13.7M
|
+$171K
|
+2,675
|
+1%
|
|
|
23
|
Pathstone Holdings
Englewood,
New Jersey
|
$13.4M
|
-$444K
|
-6,958
|
-3%
|
|
|
24
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$12.8M
|
-$443K
|
-6,948
|
-3%
|
|
|
25
|
Bank of New York Mellon
New York
|
$12.4M
|
+$489K
|
+7,662
|
+4%
|
|
