|
1
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$137M
|
+$5.33M
|
+87,884
|
+4%
|
|
|
2
|
|
$87.6M
|
+$2.57M
|
+42,483
|
+3%
|
|
|
3
|
|
$74.3M
|
-$14.6M
|
-241,183
|
-17%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$48.4M
|
-$11.3M
|
-187,019
|
-19%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$38.2M
|
-$116K
|
-1,922
|
-0.3%
|
|
|
6
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$32.9M
|
+$4.32M
|
+71,272
|
+15%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$31M
|
+$1.86M
|
+30,624
|
+6%
|
|
|
8
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$29.2M
|
-$221K
|
-3,645
|
-0.8%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28.6M
|
+$177K
|
+2,914
|
+0.6%
|
|
|
10
|
M&T Bank
Buffalo,
New York
|
$28.5M
|
-$783K
|
-12,927
|
-3%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$23.9M
|
+$2.21M
|
+36,421
|
+10%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$23.8M
|
+$4.89M
|
+80,672
|
+26%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$22.1M
|
-$3.18M
|
-52,470
|
-13%
|
|
|
14
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$20.2M
|
-$207K
|
-3,410
|
-1%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$19.4M
|
-$1.06M
|
-17,436
|
-5%
|
|
|
16
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$19.3M
|
-$230K
|
-3,791
|
-1%
|
|
|
17
|
Bank of New York Mellon
New York
|
$15.9M
|
-$96.5K
|
-1,592
|
-0.6%
|
|
|
18
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$15.7M
|
+$110K
|
+1,811
|
+0.7%
|
|
|
19
|
KeyBank National Association
Cleveland,
Ohio
|
$14.5M
|
-$394K
|
-6,501
|
-3%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.4M
|
-$6.21M
|
-102,462
|
-30%
|
|
|
21
|
IFG Advisors
St. Louis,
Missouri
|
$14.3M
|
+$84.8K
|
+1,400
|
+0.6%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$13.8M
|
+$77.1K
|
+1,272
|
+0.6%
|
|
|
23
|
Pathstone Holdings
Englewood,
New Jersey
|
$13.4M
|
-$243K
|
-4,010
|
-2%
|
|
|
24
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$12.8M
|
-$1.11M
|
-18,313
|
-8%
|
|
|
25
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$12.4M
|
-$415K
|
-6,853
|
-3%
|
|
