|
1
|
Central Trust Company
Jefferson City,
Missouri
|
$35.4M
|
+$30.9M
|
+633,784
|
+897%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$32.9M
|
-$6.13M
|
-125,707
|
-16%
|
|
|
3
|
|
$29.3M
|
-$1.24M
|
-25,381
|
-4%
|
|
|
4
|
Vanguard Group
Malvern,
Pennsylvania
|
$23.8M
|
+$23.1M
|
+473,806
|
New
|
|
|
5
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$17M
|
+$3.41M
|
+70,003
|
+26%
|
|
|
6
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$14M
|
+$601K
|
+12,331
|
+5%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$13.9M
|
+$12.2M
|
+250,022
|
+923%
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$12M
|
+$132K
|
+2,702
|
+1%
|
|
|
9
|
BCM Advisors
Lafayette,
Louisiana
|
$9.01M
|
+$259K
|
+5,304
|
+3%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$6.98M
|
+$305K
|
+6,247
|
+5%
|
|
|
11
|
First Bank & Trust
Brookings,
South Dakota
|
$5.81M
|
–
|
–
|
–
|
|
|
12
|
KeyBank National Association
Cleveland,
Ohio
|
$5.7M
|
-$44.7K
|
-917
|
-0.8%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$5.58M
|
-$647K
|
-13,264
|
-11%
|
|
|
14
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$5.35M
|
-$97.1K
|
-1,991
|
-2%
|
|
|
15
|
Commerce Bank
Kansas City,
Missouri
|
$4.43M
|
+$30.2K
|
+620
|
+0.7%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$4.15M
|
+$281K
|
+5,771
|
+8%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.98M
|
-$27.3K
|
-559
|
-0.7%
|
|
|
18
|
Corient Private Wealth
Miami,
Florida
|
$3.89M
|
+$160K
|
+3,290
|
+4%
|
|
|
19
|
|
$3.89M
|
+$35.3K
|
+725
|
+0.9%
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.61M
|
+$96.9K
|
+1,987
|
+3%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$3.47M
|
+$32.5K
|
+667
|
+1%
|
|
|
22
|
SEI Investments
Oaks,
Pennsylvania
|
$3.18M
|
+$343K
|
+7,044
|
+13%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.97M
|
+$311K
|
+6,380
|
+12%
|
|
|
24
|
Janiczek Wealth Management
Denver,
Colorado
|
$2.81M
|
–
|
–
|
–
|
|
|
25
|
Polen Capital Management
Boca Raton,
Florida
|
$2.66M
|
-$8.99M
|
-184,322
|
-78%
|
|
