|
1
|
Northern Trust
Chicago,
Illinois
|
$844M
|
-$28.9M
|
-646,080
|
-3%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$287M
|
-$42.6M
|
-950,482
|
-13%
|
|
|
3
|
|
$38.1M
|
+$6.95M
|
+155,084
|
+22%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$35.1M
|
-$354K
|
-7,895
|
-1%
|
|
|
5
|
|
$26.7M
|
-$1.01M
|
-22,471
|
-4%
|
|
|
6
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$19.6M
|
–
|
–
|
–
|
|
|
7
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$17.9M
|
-$256K
|
-5,708
|
-1%
|
|
|
8
|
KeyBank National Association
Cleveland,
Ohio
|
$16.2M
|
+$5.01M
|
+111,947
|
+45%
|
|
|
9
|
VeraBank
Henderson,
Texas
|
$15.6M
|
+$686K
|
+15,315
|
+5%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$11.6M
|
+$328K
|
+7,321
|
+3%
|
|
|
11
|
Confluence Wealth Management
Portland,
Oregon
|
$10.4M
|
+$275K
|
+6,143
|
+3%
|
|
|
12
|
|
$9.24M
|
+$271K
|
+6,056
|
+3%
|
|
|
13
|
Bridges Investment Management
Omaha,
Nebraska
|
$6.69M
|
+$669K
|
+14,940
|
+11%
|
|
|
14
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$6.5M
|
+$3.52M
|
+78,680
|
+119%
|
|
|
15
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$6.3M
|
–
|
–
|
–
|
|
|
16
|
Roof Advisory Group
Harrisburg,
Pennsylvania
|
$5.82M
|
+$115K
|
+2,569
|
+2%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$5.74M
|
-$788K
|
-17,592
|
-12%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.23M
|
+$4.56M
|
+101,772
|
+688%
|
|
|
19
|
Transform Wealth
Greenwood Village,
Colorado
|
$4.39M
|
+$77.8K
|
+1,738
|
+2%
|
|
|
20
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.3M
|
+$685K
|
+15,294
|
+19%
|
|
|
21
|
Cribstone Capital Management
Augusta,
Maine
|
$4.13M
|
-$1.2M
|
-26,819
|
-23%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.73M
|
+$487K
|
+10,880
|
+15%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.42M
|
+$1.63M
|
+36,345
|
+91%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.02M
|
+$371K
|
+8,288
|
+14%
|
|
|
25
|
Regis Management Company
Menlo Park,
California
|
$2.59M
|
+$2.59M
|
+57,831
|
New
|
|
