|
1
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$165M
|
+$4.62M
|
+98,120
|
+3%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$94.8M
|
-$901K
|
-19,154
|
-1%
|
|
|
3
|
Glenview Trust
Louisville,
Kentucky
|
$88.5M
|
+$2.4M
|
+51,033
|
+3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$77.3M
|
-$139K
|
-2,954
|
-0.2%
|
|
|
5
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$73.8M
|
+$12.2M
|
+260,000
|
+21%
|
|
|
6
|
Trust Company of Kansas
Wichita,
Kansas
|
$49.4M
|
+$3.56M
|
+75,659
|
+8%
|
|
|
7
|
Jones Financial Companies
Des Peres,
Missouri
|
$41.2M
|
+$7.58M
|
+161,060
|
+23%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$36.7M
|
+$590K
|
+12,546
|
+2%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$35.6M
|
-$3.09M
|
-65,603
|
-8%
|
|
|
10
|
Armstrong Fleming & Moore
Washington,
District of Columbia
|
$23.2M
|
+$1.77M
|
+37,650
|
+9%
|
|
|
11
|
Harbor Group
Bedford,
New Hampshire
|
$23.1M
|
+$1.4M
|
+29,678
|
+7%
|
|
|
12
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$17.8M
|
+$3.63M
|
+77,176
|
+27%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$17M
|
-$332K
|
-7,049
|
-2%
|
|
|
14
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$14.2M
|
-$557K
|
-11,827
|
-4%
|
|
|
15
|
Linscomb Wealth
Houston,
Texas
|
$13.8M
|
+$1.52M
|
+32,269
|
+13%
|
|
|
16
|
National Wealth Management Group
Cincinnati,
Ohio
|
$11.8M
|
+$490K
|
+10,406
|
+4%
|
|
|
17
|
D.A. Davidson & Co
Great Falls,
Montana
|
$11.7M
|
+$1.26M
|
+26,773
|
+13%
|
|
|
18
|
Two Sigma Investments
New York
|
$11.4M
|
–
|
–
|
–
|
|
|
19
|
Advisor OS
Chicago,
Illinois
|
$9.4M
|
+$492K
|
+10,459
|
+6%
|
|
|
20
|
MJP Associates
Farmington,
Connecticut
|
$9.3M
|
+$287K
|
+6,103
|
+3%
|
|
|
21
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$7.4M
|
-$280K
|
-5,941
|
-4%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$7.39M
|
+$3.66M
|
+77,775
|
+106%
|
|
|
23
|
|
$5.52M
|
+$1.69M
|
+35,904
|
+47%
|
|
|
24
|
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
|
$5.44M
|
–
|
–
|
–
|
|
|
25
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$5.39M
|
-$436K
|
-9,275
|
-8%
|
|
