|
1
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$128M
|
+$232K
|
+3,818
|
+0.2%
|
|
|
2
|
|
$88.6M
|
+$24.2M
|
+399,193
|
+37%
|
|
|
3
|
|
$81.6M
|
+$839K
|
+13,815
|
+1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$45.8M
|
-$518K
|
-8,523
|
-1%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$42.2M
|
+$3.21M
|
+52,868
|
+8%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$40.6M
|
+$2.15M
|
+35,457
|
+5%
|
|
|
7
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$37.4M
|
+$3.59M
|
+59,134
|
+10%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30.8M
|
+$1.02M
|
+16,766
|
+3%
|
|
|
9
|
M&T Bank
Buffalo,
New York
|
$28.2M
|
-$970K
|
-15,965
|
-3%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$26.5M
|
+$266K
|
+4,375
|
+1%
|
|
|
11
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$25.6M
|
+$1.02M
|
+16,870
|
+4%
|
|
|
12
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$23.6M
|
-$688K
|
-11,326
|
-3%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$19.9M
|
-$612K
|
-10,081
|
-3%
|
|
|
14
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$19.6M
|
-$66.4K
|
-1,093
|
-0.3%
|
|
|
15
|
KeyBank National Association
Cleveland,
Ohio
|
$19.1M
|
+$5.21M
|
+85,833
|
+37%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$18.6M
|
-$5.95M
|
-98,054
|
-24%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$17.9M
|
-$395K
|
-6,510
|
-2%
|
|
|
18
|
Bank of New York Mellon
New York
|
$17.2M
|
+$831K
|
+13,683
|
+5%
|
|
|
19
|
Huntington National Bank
Columbus,
Ohio
|
$16.5M
|
–
|
–
|
–
|
|
|
20
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$15.1M
|
-$9.35K
|
-154
|
-0.1%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$14.4M
|
+$1.32M
|
+21,800
|
+10%
|
|
|
22
|
IFG Advisors
St. Louis,
Missouri
|
$14.1M
|
+$393K
|
+6,473
|
+3%
|
|
|
23
|
Two Sigma Investments
New York
|
$13.8M
|
+$14M
|
+231,217
|
New
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.8M
|
-$1.2M
|
-19,724
|
-8%
|
|
|
25
|
Pathstone Holdings
Englewood,
New Jersey
|
$12.7M
|
-$396K
|
-6,522
|
-3%
|
|
