|
1
|
Northern Trust
Chicago,
Illinois
|
$864M
|
-$24.4M
|
-519,927
|
-3%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$287M
|
-$2.94M
|
-62,724
|
-1%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$39.3M
|
-$284K
|
-6,053
|
-0.7%
|
|
|
4
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$30.1M
|
+$7.12M
|
+151,743
|
+32%
|
|
|
5
|
|
$26.2M
|
-$1.3M
|
-27,803
|
-5%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$22.1M
|
+$10.4M
|
+221,822
|
+95%
|
|
|
7
|
VeraBank
Henderson,
Texas
|
$18M
|
+$180K
|
+3,842
|
+1%
|
|
|
8
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$17.6M
|
-$4.99M
|
-106,415
|
-23%
|
|
|
9
|
KeyBank National Association
Cleveland,
Ohio
|
$16.2M
|
-$1.25M
|
-26,663
|
-7%
|
|
|
10
|
|
$11.7M
|
+$814K
|
+17,358
|
+8%
|
|
|
11
|
Confluence Wealth Management
Portland,
Oregon
|
$11.5M
|
+$487K
|
+10,380
|
+5%
|
|
|
12
|
Bridges Investment Management
Omaha,
Nebraska
|
$7.87M
|
+$49K
|
+1,045
|
+0.6%
|
|
|
13
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$6.38M
|
+$1.48M
|
+31,458
|
+31%
|
|
|
14
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$6.35M
|
–
|
–
|
–
|
|
|
15
|
LPL Financial
San Diego,
California
|
$6.33M
|
-$115K
|
-2,452
|
-2%
|
|
|
16
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$6.27M
|
-$4.41K
|
-94
|
-0.1%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$6.17M
|
+$26.8K
|
+571
|
+0.5%
|
|
|
18
|
Transform Wealth
Greenwood Village,
Colorado
|
$5.67M
|
+$759K
|
+16,189
|
+16%
|
|
|
19
|
Magnus Financial Group
New York
|
$4.26M
|
+$3.59M
|
+76,450
|
+670%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.1M
|
-$182K
|
-3,881
|
-4%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.83M
|
-$89.2K
|
-1,901
|
-2%
|
|
|
22
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$3.67M
|
+$3.55M
|
+75,792
|
New
|
|
|
23
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$3.55M
|
+$5.77K
|
+123
|
+0.2%
|
|
|
24
|
CVA Family Office
Denver,
Colorado
|
$3.28M
|
+$3.18M
|
+67,704
|
New
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.2M
|
-$11.8K
|
-251
|
-0.4%
|
|
