|
1
|
Northern Trust
Chicago,
Illinois
|
$612M
|
-$41.9M
|
-936,800
|
-6%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$230M
|
-$14.1M
|
-314,770
|
-6%
|
|
|
3
|
KeyBank National Association
Cleveland,
Ohio
|
$18M
|
+$2.21M
|
+49,415
|
+14%
|
|
|
4
|
|
$17.1M
|
-$3.14M
|
-70,190
|
-15%
|
|
|
5
|
VeraBank
Henderson,
Texas
|
$16.2M
|
+$570K
|
+12,742
|
+4%
|
|
|
6
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$13.5M
|
-$2.08M
|
-46,628
|
-13%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$13.1M
|
-$1.11M
|
-24,838
|
-8%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$10.7M
|
-$701K
|
-15,690
|
-6%
|
|
|
9
|
Citizens Business Bank
Ontario,
California
|
$10.5M
|
–
|
–
|
–
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$10.4M
|
+$938K
|
+20,983
|
+10%
|
|
|
11
|
Confluence Wealth Management
Portland,
Oregon
|
$10.3M
|
-$19.8K
|
-444
|
-0.2%
|
|
|
12
|
|
$9.74M
|
-$82.4K
|
-1,843
|
-0.8%
|
|
|
13
|
Shone Asset Management
Walnut Creek,
California
|
$7.72M
|
+$313K
|
+7,009
|
+4%
|
|
|
14
|
Bridges Investment Management
Omaha,
Nebraska
|
$6.39M
|
-$403K
|
-9,015
|
-6%
|
|
|
15
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$6.25M
|
-$19.1K
|
-427
|
-0.3%
|
|
|
16
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$5.73M
|
+$289K
|
+6,458
|
+5%
|
|
|
17
|
Transform Wealth
Greenwood Village,
Colorado
|
$5.16M
|
-$16.7K
|
-373
|
-0.3%
|
|
|
18
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$4.86M
|
-$390K
|
-8,715
|
-7%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.5M
|
-$561K
|
-12,551
|
-11%
|
|
|
20
|
Lenox Wealth Advisors
New York
|
$3.94M
|
+$391K
|
+8,741
|
+11%
|
|
|
21
|
Magnus Financial Group
New York
|
$3.9M
|
–
|
–
|
–
|
|
|
22
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$3.44M
|
-$117K
|
-2,608
|
-3%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.43M
|
-$312K
|
-6,990
|
-8%
|
|
|
24
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$2.73M
|
-$284K
|
-6,359
|
-9%
|
|
|
25
|
CVA Family Office
Denver,
Colorado
|
$2.6M
|
-$196K
|
-4,387
|
-7%
|
|
