|
1
|
Northern Trust
Chicago,
Illinois
|
$606M
|
-$42.3M
|
-952,791
|
-5%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$220M
|
+$8.6M
|
+193,608
|
+3%
|
|
|
3
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$21.1M
|
+$26M
|
+586,137
|
New
|
|
|
4
|
|
$18M
|
-$1.75M
|
-39,519
|
-7%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$13.7M
|
-$19.1M
|
-429,806
|
-53%
|
|
|
6
|
VeraBank
Henderson,
Texas
|
$12.6M
|
-$941K
|
-21,199
|
-6%
|
|
|
7
|
KeyBank National Association
Cleveland,
Ohio
|
$11.1M
|
-$1.13M
|
-25,393
|
-8%
|
|
|
8
|
Citizens Business Bank
Ontario,
California
|
$8.48M
|
+$10.5M
|
+235,760
|
New
|
|
|
9
|
Confluence Wealth Management
Portland,
Oregon
|
$7.22M
|
-$1.6M
|
-36,136
|
-15%
|
|
|
10
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$7.16M
|
-$7.31M
|
-164,734
|
-45%
|
|
|
11
|
|
$6.31M
|
-$2.92M
|
-65,756
|
-27%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$6.21M
|
-$12.6M
|
-283,706
|
-62%
|
|
|
13
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$6.1M
|
-$20.1M
|
-452,333
|
-73%
|
|
|
14
|
Shone Asset Management
Walnut Creek,
California
|
$5.78M
|
+$6.42M
|
+144,505
|
New
|
|
|
15
|
Bridges Investment Management
Omaha,
Nebraska
|
$5.5M
|
-$421K
|
-9,472
|
-6%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$5.31M
|
+$753K
|
+16,955
|
+13%
|
|
|
17
|
Transform Wealth
Greenwood Village,
Colorado
|
$5.29M
|
+$1.34M
|
+30,196
|
+26%
|
|
|
18
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$5.03M
|
+$369K
|
+8,310
|
+6%
|
|
|
19
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$4.69M
|
+$53.7K
|
+1,210
|
+0.9%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$4.64M
|
+$5.73M
|
+129,092
|
New
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.5M
|
+$4.09M
|
+92,023
|
+277%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.85M
|
+$1.01M
|
+22,706
|
+27%
|
|
|
23
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$3.24M
|
+$748K
|
+16,838
|
+23%
|
|
|
24
|
Magnus Financial Group
New York
|
$3.14M
|
-$26.5K
|
-596
|
-0.7%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.98M
|
+$170K
|
+3,820
|
+5%
|
|
