|
1
|
Northern Trust
Chicago,
Illinois
|
$872M
|
-$26M
|
-603,740
|
-3%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$329M
|
+$5.34M
|
+123,764
|
+2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$35.4M
|
+$1.29M
|
+29,987
|
+4%
|
|
|
4
|
|
$31.1M
|
+$5.24M
|
+121,368
|
+21%
|
|
|
5
|
|
$27.7M
|
-$716K
|
-16,596
|
-3%
|
|
|
6
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$19.6M
|
+$16.5M
|
+381,541
|
+670%
|
|
|
7
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$18.1M
|
-$1.39M
|
-32,287
|
-7%
|
|
|
8
|
VeraBank
Henderson,
Texas
|
$14.9M
|
+$720K
|
+16,697
|
+5%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$11.3M
|
-$5.63M
|
-130,423
|
-34%
|
|
|
10
|
KeyBank National Association
Cleveland,
Ohio
|
$11.1M
|
+$4.95M
|
+114,821
|
+86%
|
|
|
11
|
Confluence Wealth Management
Portland,
Oregon
|
$10.1M
|
+$2.8M
|
+64,847
|
+40%
|
|
|
12
|
|
$8.95M
|
-$834K
|
-19,327
|
-9%
|
|
|
13
|
CNB Bank
Clearfield,
Pennsylvania
|
$8.1M
|
+$2.96M
|
+68,547
|
+61%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$6.52M
|
+$1.1M
|
+25,577
|
+21%
|
|
|
15
|
Bridges Investment Management
Omaha,
Nebraska
|
$6.01M
|
+$1.73M
|
+40,198
|
+43%
|
|
|
16
|
Roof Advisory Group
Harrisburg,
Pennsylvania
|
$5.69M
|
-$253K
|
-5,853
|
-4%
|
|
|
17
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$5.52M
|
–
|
–
|
–
|
|
|
18
|
Cribstone Capital Management
Augusta,
Maine
|
$5.32M
|
-$564K
|
-13,068
|
-10%
|
|
|
19
|
Transform Wealth
Greenwood Village,
Colorado
|
$4.3M
|
-$379K
|
-8,782
|
-8%
|
|
|
20
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$3.61M
|
+$587K
|
+13,613
|
+20%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.24M
|
+$1.31M
|
+30,463
|
+73%
|
|
|
22
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$3M
|
+$2.85M
|
+66,093
|
New
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.64M
|
+$801K
|
+18,563
|
+46%
|
|
|
24
|
Fluent Financial
Dallas,
Texas
|
$2.62M
|
+$49.5K
|
+1,147
|
+2%
|
|
|
25
|
Cedar Wealth Management
Walnut Creek,
California
|
$2.4M
|
+$13.5K
|
+314
|
+0.6%
|
|
