|
1
|
Bank of America
Charlotte,
North Carolina
|
$59.7M
|
+$5.16M
|
+72,709
|
+9%
|
|
|
2
|
Central Trust Company
Jefferson City,
Missouri
|
$42.5M
|
+$49.2K
|
+694
|
+0.1%
|
|
|
3
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$32.8M
|
+$8.03M
|
+113,169
|
+30%
|
|
|
4
|
|
$27.3M
|
+$2.41M
|
+33,926
|
+9%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$18.8M
|
-$927K
|
-13,065
|
-4%
|
|
|
6
|
BCM Advisors
Lafayette,
Louisiana
|
$16.2M
|
+$237K
|
+3,341
|
+1%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$14.7M
|
+$4.3M
|
+60,568
|
+39%
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9.8M
|
+$1.04M
|
+14,636
|
+11%
|
|
|
9
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$9.33M
|
+$266K
|
+3,751
|
+3%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$9.13M
|
+$139K
|
+1,958
|
+1%
|
|
|
11
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$8.89M
|
-$432K
|
-6,087
|
-4%
|
|
|
12
|
Corient Private Wealth
Miami,
Florida
|
$8.74M
|
+$119K
|
+1,680
|
+1%
|
|
|
13
|
Commerce Bank
Kansas City,
Missouri
|
$8.49M
|
+$2.84M
|
+40,050
|
+47%
|
|
|
14
|
Aristotle Capital Management
Los Angeles,
California
|
$6.27M
|
–
|
–
|
–
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.17M
|
-$571K
|
-8,052
|
-8%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$6.11M
|
-$42K
|
-592
|
-0.7%
|
|
|
17
|
First Bank & Trust
Brookings,
South Dakota
|
$6.05M
|
–
|
–
|
–
|
|
|
18
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$5.43M
|
–
|
–
|
–
|
|
|
19
|
Country Club Bank
Kansas City,
Missouri
|
$5.03M
|
-$617K
|
-8,695
|
-10%
|
|
|
20
|
|
$4.98M
|
+$30.2K
|
+425
|
+0.6%
|
|
|
21
|
|
$4.14M
|
+$2.63K
|
+37
|
+0.1%
|
|
|
22
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$4.1M
|
–
|
–
|
–
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.05M
|
+$14.4K
|
+203
|
+0.3%
|
|
|
24
|
SEI Investments
Oaks,
Pennsylvania
|
$3.75M
|
-$27.2K
|
-384
|
-0.7%
|
|
|
25
|
Allworth Financial
Folsom,
California
|
$3.66M
|
+$586K
|
+8,263
|
+18%
|
|
