|
1
|
Bank of America
Charlotte,
North Carolina
|
$45.1M
|
+$114K
|
+2,088
|
+0.3%
|
|
|
2
|
Central Trust Company
Jefferson City,
Missouri
|
$37.7M
|
-$1.62M
|
-29,685
|
-4%
|
|
|
3
|
|
$32.3M
|
-$1.33M
|
-24,416
|
-4%
|
|
|
4
|
Vanguard Group
Malvern,
Pennsylvania
|
$27.3M
|
–
|
–
|
–
|
|
|
5
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$22.1M
|
-$69.5K
|
-1,277
|
-0.3%
|
|
|
6
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$16.4M
|
-$1.76M
|
-32,281
|
-10%
|
|
|
7
|
BCM Advisors
Lafayette,
Louisiana
|
$14.6M
|
+$215K
|
+3,959
|
+2%
|
|
|
8
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$8.68M
|
+$3.41M
|
+62,589
|
+72%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$8.56M
|
+$97.2K
|
+1,786
|
+1%
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$7.37M
|
+$4.84K
|
+89
|
+0.1%
|
|
|
11
|
First Bank & Trust
Brookings,
South Dakota
|
$7.15M
|
–
|
–
|
–
|
|
|
12
|
Aristotle Capital Management
Los Angeles,
California
|
$7.03M
|
-$409K
|
-7,520
|
-6%
|
|
|
13
|
KeyBank National Association
Cleveland,
Ohio
|
$6.87M
|
-$98.3K
|
-1,807
|
-2%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$6.12M
|
+$177K
|
+3,243
|
+3%
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.82M
|
+$436K
|
+8,004
|
+9%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$5.79M
|
+$377K
|
+6,925
|
+7%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$5.77M
|
+$78.6K
|
+1,444
|
+1%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.2M
|
-$252K
|
-4,623
|
-5%
|
|
|
19
|
Commerce Bank
Kansas City,
Missouri
|
$5.16M
|
+$37.6K
|
+690
|
+0.8%
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.81M
|
-$8.07M
|
-148,274
|
-64%
|
|
|
21
|
Country Club Bank
Kansas City,
Missouri
|
$4.71M
|
+$1.27M
|
+23,330
|
+40%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$4.28M
|
+$615K
|
+11,306
|
+18%
|
|
|
23
|
SEI Investments
Oaks,
Pennsylvania
|
$4.1M
|
-$162K
|
-2,968
|
-4%
|
|
|
24
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$3.55M
|
+$813K
|
+14,940
|
+32%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.52M
|
+$5.55K
|
+102
|
+0.2%
|
|
