|
1
|
Bank of America
Charlotte,
North Carolina
|
$57.4M
|
-$102K
|
-1,427
|
-0.2%
|
|
|
2
|
Central Trust Company
Jefferson City,
Missouri
|
$44.5M
|
+$829K
|
+11,617
|
+2%
|
|
|
3
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$26.4M
|
+$5.33M
|
+74,708
|
+25%
|
|
|
4
|
|
$26.2M
|
-$1.09M
|
-15,244
|
-4%
|
|
|
5
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$25.6M
|
+$25.7M
|
+360,656
|
+25,309%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$20.6M
|
+$3.75M
|
+52,503
|
+22%
|
|
|
7
|
BCM Advisors
Lafayette,
Louisiana
|
$16.9M
|
+$7.07K
|
+99
|
+0%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$11.1M
|
+$294K
|
+4,114
|
+3%
|
|
|
9
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$9.75M
|
–
|
–
|
–
|
|
|
10
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$9.52M
|
–
|
–
|
–
|
|
|
11
|
LPL Financial
San Diego,
California
|
$9.44M
|
+$2.3M
|
+32,192
|
+32%
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9.24M
|
+$976K
|
+13,671
|
+12%
|
|
|
13
|
Corient Private Wealth
Miami,
Florida
|
$9.04M
|
–
|
–
|
–
|
|
|
14
|
KeyBank National Association
Cleveland,
Ohio
|
$8.3M
|
+$39.2K
|
+549
|
+0.5%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.04M
|
-$171K
|
-2,396
|
-2%
|
|
|
16
|
Aristotle Capital Management
Los Angeles,
California
|
$6.58M
|
+$346K
|
+4,841
|
+6%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$6.45M
|
-$616K
|
-8,630
|
-9%
|
|
|
18
|
First Bank & Trust
Brookings,
South Dakota
|
$6.34M
|
–
|
–
|
–
|
|
|
19
|
Commerce Bank
Kansas City,
Missouri
|
$6.06M
|
-$497K
|
-6,960
|
-8%
|
|
|
20
|
Country Club Bank
Kansas City,
Missouri
|
$5.96M
|
-$660K
|
-9,240
|
-10%
|
|
|
21
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$5.69M
|
+$20.1K
|
+281
|
+0.4%
|
|
|
22
|
|
$5.19M
|
-$221K
|
-3,100
|
-4%
|
|
|
23
|
|
$4.34M
|
+$4.37M
|
+61,237
|
New
|
|
|
24
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$4.3M
|
+$123K
|
+1,719
|
+3%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.23M
|
+$88K
|
+1,233
|
+2%
|
|
