|
1
|
Glenview Trust
Louisville,
Kentucky
|
$65.7M
|
+$5.63M
|
+135,538
|
+10%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$57.6M
|
+$12.7M
|
+304,520
|
+29%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$52.8M
|
+$47.3M
|
+1,139,146
|
+991%
|
|
|
4
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$52.6M
|
+$14.5M
|
+350,000
|
+39%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$37.8M
|
-$8M
|
-192,454
|
-18%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$33.8M
|
-$342K
|
-8,229
|
-1%
|
|
|
7
|
Trust Company of Kansas
Wichita,
Kansas
|
$32.3M
|
+$3.23M
|
+77,792
|
+11%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$24.1M
|
+$4.46M
|
+107,199
|
+23%
|
|
|
9
|
Harbor Group
Bedford,
New Hampshire
|
$15.8M
|
+$197K
|
+4,738
|
+1%
|
|
|
10
|
Jones Financial Companies
Des Peres,
Missouri
|
$15.7M
|
+$4.58M
|
+110,158
|
+42%
|
|
|
11
|
Armstrong Fleming & Moore
Washington,
District of Columbia
|
$13.2M
|
+$321K
|
+7,734
|
+3%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$13.1M
|
+$12.9M
|
+310,975
|
New
|
|
|
13
|
Advisor OS
Chicago,
Illinois
|
$11M
|
+$112K
|
+2,698
|
+1%
|
|
|
14
|
MJP Associates
Farmington,
Connecticut
|
$10.8M
|
-$50.2K
|
-1,207
|
-0.5%
|
|
|
15
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$10.4M
|
+$1.41M
|
+33,818
|
+16%
|
|
|
16
|
Linscomb Wealth
Houston,
Texas
|
$10.1M
|
+$846K
|
+20,354
|
+9%
|
|
|
17
|
National Wealth Management Group
Cincinnati,
Ohio
|
$9.02M
|
+$76.6K
|
+1,844
|
+0.9%
|
|
|
18
|
D.A. Davidson & Co
Great Falls,
Montana
|
$8.49M
|
+$1.81M
|
+43,606
|
+28%
|
|
|
19
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$7.51M
|
-$265K
|
-6,381
|
-3%
|
|
|
20
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$7.15M
|
-$900K
|
-21,662
|
-11%
|
|
|
21
|
Two Sigma Investments
New York
|
$5.85M
|
+$2.58M
|
+62,000
|
+81%
|
|
|
22
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$5.61M
|
+$242K
|
+5,830
|
+5%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.8M
|
-$599K
|
-14,411
|
-11%
|
|
|
24
|
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
|
$4.69M
|
+$4.63M
|
+111,349
|
New
|
|
|
25
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$4.11M
|
-$405K
|
-9,747
|
-9%
|
|
