|
1
|
Northern Trust
Chicago,
Illinois
|
$647M
|
-$29.6M
|
-628,208
|
-5%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$269M
|
+$13.2M
|
+279,397
|
+5%
|
|
|
3
|
KeyBank National Association
Cleveland,
Ohio
|
$20.9M
|
+$966K
|
+20,515
|
+5%
|
|
|
4
|
VeraBank
Henderson,
Texas
|
$18.9M
|
+$902K
|
+19,143
|
+5%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$17.1M
|
+$5.27M
|
+111,929
|
+48%
|
|
|
6
|
|
$14.9M
|
-$3.85M
|
-81,692
|
-21%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$14M
|
-$524K
|
-11,117
|
-4%
|
|
|
8
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$13.8M
|
-$1.08M
|
-22,901
|
-8%
|
|
|
9
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$12.7M
|
+$12.1M
|
+257,328
|
New
|
|
|
10
|
LPL Financial
San Diego,
California
|
$12M
|
+$178K
|
+3,781
|
+2%
|
|
|
11
|
Citizens Business Bank
Ontario,
California
|
$11.7M
|
–
|
–
|
–
|
|
|
12
|
Shone Asset Management
Walnut Creek,
California
|
$8.44M
|
+$320K
|
+6,794
|
+4%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.96M
|
+$3.97M
|
+84,221
|
+110%
|
|
|
14
|
|
$7.94M
|
-$2.71M
|
-57,539
|
-26%
|
|
|
15
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$7.02M
|
+$88.4K
|
+1,876
|
+1%
|
|
|
16
|
Bridges Investment Management
Omaha,
Nebraska
|
$6.79M
|
-$281K
|
-5,973
|
-4%
|
|
|
17
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$5.32M
|
-$51.6K
|
-1,096
|
-1%
|
|
|
18
|
Lenox Wealth Advisors
New York
|
$4.46M
|
+$100K
|
+2,127
|
+2%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.28M
|
-$672K
|
-14,274
|
-14%
|
|
|
20
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$4.1M
|
+$282K
|
+5,984
|
+8%
|
|
|
21
|
Magnus Financial Group
New York
|
$3.86M
|
-$429K
|
-9,100
|
-10%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.45M
|
+$3.29M
|
+69,778
|
New
|
|
|
23
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$2.96M
|
-$60.1K
|
-1,277
|
-2%
|
|
|
24
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$2.94M
|
-$3.24M
|
-68,806
|
-54%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.88M
|
+$130K
|
+2,758
|
+5%
|
|
