|
1
|
Bank of America
Charlotte,
North Carolina
|
$40.6M
|
+$8.26M
|
+151,699
|
+24%
|
|
|
2
|
Central Trust Company
Jefferson City,
Missouri
|
$35.5M
|
-$1.65M
|
-30,392
|
-4%
|
|
|
3
|
|
$30.5M
|
+$886K
|
+16,284
|
+3%
|
|
|
4
|
Vanguard Group
Malvern,
Pennsylvania
|
$24.6M
|
-$177K
|
-3,261
|
-0.7%
|
|
|
5
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$20M
|
-$1.15M
|
-21,163
|
-5%
|
|
|
6
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$16.5M
|
+$2.05M
|
+37,754
|
+14%
|
|
|
7
|
BCM Advisors
Lafayette,
Louisiana
|
$12.9M
|
+$3.34M
|
+61,446
|
+34%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$7.62M
|
+$308K
|
+5,654
|
+4%
|
|
|
9
|
Aristotle Capital Management
Los Angeles,
California
|
$6.73M
|
+$7M
|
+128,690
|
New
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$6.64M
|
+$2.8M
|
+51,405
|
+68%
|
|
|
11
|
First Bank & Trust
Brookings,
South Dakota
|
$6.44M
|
+$87.1K
|
+1,600
|
+1%
|
|
|
12
|
KeyBank National Association
Cleveland,
Ohio
|
$6.29M
|
+$453K
|
+8,319
|
+7%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$5.35M
|
-$7.84K
|
-144
|
-0.1%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$5.12M
|
+$145K
|
+2,663
|
+3%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.93M
|
+$797K
|
+14,640
|
+18%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$4.86M
|
-$45.4K
|
-834
|
-0.9%
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.83M
|
+$920K
|
+16,910
|
+22%
|
|
|
18
|
Commerce Bank
Kansas City,
Missouri
|
$4.62M
|
–
|
–
|
–
|
|
|
19
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$4.55M
|
+$4.74M
|
+87,013
|
New
|
|
|
20
|
SEI Investments
Oaks,
Pennsylvania
|
$3.85M
|
+$289K
|
+5,314
|
+8%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$3.26M
|
-$429K
|
-7,874
|
-11%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.17M
|
-$185K
|
-3,399
|
-5%
|
|
|
23
|
Country Club Bank
Kansas City,
Missouri
|
$3.02M
|
+$1.07M
|
+19,645
|
+52%
|
|
|
24
|
Janiczek Wealth Management
Denver,
Colorado
|
$2.92M
|
–
|
–
|
–
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.45M
|
-$247K
|
-4,538
|
-2%
|
|
