|
1
|
Northern Trust
Chicago,
Illinois
|
$799M
|
-$21.2M
|
-482,258
|
-2%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$287M
|
+$23.6M
|
+536,766
|
+8%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$30.3M
|
-$9.14M
|
-208,100
|
-21%
|
|
|
4
|
|
$25.2M
|
+$17.5M
|
+399,117
|
+170%
|
|
|
5
|
|
$22.8M
|
-$2.02M
|
-45,871
|
-7%
|
|
|
6
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$17.4M
|
-$6.07M
|
-138,247
|
-24%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$15.2M
|
-$640K
|
-14,576
|
-4%
|
|
|
8
|
VeraBank
Henderson,
Texas
|
$12.6M
|
+$13.9M
|
+315,926
|
New
|
|
|
9
|
|
$8.72M
|
-$3.58M
|
-81,452
|
-27%
|
|
|
10
|
Confluence Wealth Management
Portland,
Oregon
|
$6.38M
|
-$88.7K
|
-2,018
|
-1%
|
|
|
11
|
KeyBank National Association
Cleveland,
Ohio
|
$5.33M
|
+$5.88M
|
+133,819
|
New
|
|
|
12
|
Roof Advisory Group
Harrisburg,
Pennsylvania
|
$5.29M
|
+$449K
|
+10,219
|
+8%
|
|
|
13
|
Cribstone Capital Management
Augusta,
Maine
|
$5.25M
|
-$324K
|
-7,370
|
-5%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$4.78M
|
-$194K
|
-4,412
|
-4%
|
|
|
15
|
CNB Bank
Clearfield,
Pennsylvania
|
$4.46M
|
-$398K
|
-9,067
|
-7%
|
|
|
16
|
Transform Wealth
Greenwood Village,
Colorado
|
$4.17M
|
-$3.51M
|
-79,981
|
-43%
|
|
|
17
|
Bridges Investment Management
Omaha,
Nebraska
|
$3.74M
|
+$4.13M
|
+93,975
|
New
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$2.78M
|
+$3.07M
|
+69,929
|
New
|
|
|
19
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.66M
|
+$276K
|
+6,280
|
+10%
|
|
|
20
|
Fluent Financial
Dallas,
Texas
|
$2.29M
|
+$487K
|
+11,094
|
+24%
|
|
|
21
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$2.27M
|
-$11.1M
|
-251,651
|
-82%
|
|
|
22
|
Cedar Wealth Management
Walnut Creek,
California
|
$2.12M
|
-$256K
|
-5,825
|
-10%
|
|
|
23
|
HC Financial Advisors
Lafayette,
California
|
$1.77M
|
+$186K
|
+4,233
|
+10%
|
|
|
24
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.68M
|
+$357K
|
+8,127
|
+24%
|
|
|
25
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$1.67M
|
–
|
–
|
–
|
|
