|
1
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$132M
|
+$4.16M
|
+68,086
|
+3%
|
|
|
2
|
|
$89.6M
|
-$6.13M
|
-100,152
|
-6%
|
|
|
3
|
|
$85.5M
|
-$12.9M
|
-210,295
|
-13%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$60.2M
|
+$10.3M
|
+168,796
|
+21%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$38.5M
|
+$2.42M
|
+39,622
|
+7%
|
|
|
6
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$29.6M
|
+$1.87M
|
+30,542
|
+7%
|
|
|
7
|
M&T Bank
Buffalo,
New York
|
$29.5M
|
+$447K
|
+7,301
|
+2%
|
|
|
8
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$29.3M
|
+$3.11M
|
+50,905
|
+12%
|
|
|
9
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$28.7M
|
+$1.53M
|
+25,080
|
+6%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28.6M
|
+$4.24M
|
+69,295
|
+18%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$25.4M
|
-$7.71M
|
-126,128
|
-23%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$21.8M
|
+$84K
|
+1,374
|
+0.4%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.8M
|
+$922K
|
+15,078
|
+5%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$20.6M
|
-$740K
|
-12,100
|
-3%
|
|
|
15
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$20.6M
|
+$813K
|
+13,300
|
+4%
|
|
|
16
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$19.6M
|
-$177K
|
-2,897
|
-0.9%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$18.9M
|
+$3.54M
|
+57,832
|
+23%
|
|
|
18
|
Bank of New York Mellon
New York
|
$16.1M
|
+$3.43M
|
+56,065
|
+27%
|
|
|
19
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$15.6M
|
-$1.16M
|
-18,996
|
-7%
|
|
|
20
|
Corient Private Wealth
Miami,
Florida
|
$15.4M
|
+$7.83M
|
+127,952
|
+104%
|
|
|
21
|
KeyBank National Association
Cleveland,
Ohio
|
$15M
|
+$199K
|
+3,247
|
+1%
|
|
|
22
|
IFG Advisors
St. Louis,
Missouri
|
$14.3M
|
+$268K
|
+4,378
|
+2%
|
|
|
23
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$14M
|
-$236K
|
-3,851
|
-2%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$13.8M
|
-$6.83M
|
-111,698
|
-33%
|
|
|
25
|
Pathstone Holdings
Englewood,
New Jersey
|
$13.7M
|
+$94.4K
|
+1,544
|
+0.7%
|
|
