|
1
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$132M
|
-$5.48M
|
-89,690
|
-4%
|
|
|
2
|
|
$83.4M
|
-$4.8M
|
-78,561
|
-5%
|
|
|
3
|
|
$66.9M
|
-$7.93M
|
-129,756
|
-11%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$47.9M
|
-$847K
|
-13,864
|
-2%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$40.3M
|
+$1.84M
|
+30,172
|
+5%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$39.7M
|
+$8.45M
|
+138,289
|
+27%
|
|
|
7
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$35M
|
+$1.79M
|
+29,219
|
+5%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30.8M
|
+$1.95M
|
+31,891
|
+7%
|
|
|
9
|
M&T Bank
Buffalo,
New York
|
$30.1M
|
+$1.33M
|
+21,808
|
+5%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$27.1M
|
+$2.98M
|
+48,777
|
+12%
|
|
|
11
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$25.4M
|
+$4.99M
|
+81,573
|
+25%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$25.2M
|
+$1.34M
|
+21,848
|
+6%
|
|
|
13
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$25.1M
|
-$4.29M
|
-70,201
|
-15%
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$21.2M
|
-$1.04M
|
-17,022
|
-5%
|
|
|
15
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$20.3M
|
+$905K
|
+14,812
|
+5%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$18.9M
|
-$703K
|
-11,502
|
-4%
|
|
|
17
|
Bank of New York Mellon
New York
|
$16.9M
|
+$859K
|
+14,061
|
+5%
|
|
|
18
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$15.6M
|
-$132K
|
-2,156
|
-0.8%
|
|
|
19
|
Huntington National Bank
Columbus,
Ohio
|
$15.4M
|
–
|
–
|
–
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.5M
|
-$41.9K
|
-685
|
-0.3%
|
|
|
21
|
KeyBank National Association
Cleveland,
Ohio
|
$14.5M
|
-$113K
|
-1,845
|
-0.8%
|
|
|
22
|
IFG Advisors
St. Louis,
Missouri
|
$14.1M
|
-$218K
|
-3,573
|
-2%
|
|
|
23
|
Pathstone Holdings
Englewood,
New Jersey
|
$13.5M
|
–
|
–
|
–
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$13.5M
|
-$423K
|
-6,918
|
-3%
|
|
|
25
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$12.7M
|
-$24K
|
-392
|
-0.2%
|
|
