|
1
|
Northern Trust
Chicago,
Illinois
|
$694M
|
-$11.8M
|
-212,110
|
-2%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$290M
|
-$4.53M
|
-81,442
|
-2%
|
|
|
3
|
KeyBank National Association
Cleveland,
Ohio
|
$25.1M
|
+$861K
|
+15,488
|
+4%
|
|
|
4
|
VeraBank
Henderson,
Texas
|
$21.8M
|
+$562K
|
+10,105
|
+3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$18.8M
|
+$875K
|
+15,738
|
+5%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.2M
|
+$2.31M
|
+41,584
|
+17%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$14.9M
|
-$594K
|
-10,689
|
-4%
|
|
|
8
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$13.8M
|
-$629K
|
-11,326
|
-4%
|
|
|
9
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$13.3M
|
-$394K
|
-7,083
|
-3%
|
|
|
10
|
|
$12.7M
|
-$469K
|
-8,430
|
-4%
|
|
|
11
|
Lenox Wealth Advisors
New York
|
$10.7M
|
+$5.57M
|
+100,161
|
+111%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.2M
|
+$1.34M
|
+24,060
|
+15%
|
|
|
13
|
Allworth Financial
Folsom,
California
|
$10.1M
|
+$10M
|
+180,522
|
New
|
|
|
14
|
|
$9.87M
|
-$14.3K
|
-258
|
-0.1%
|
|
|
15
|
Transform Wealth
Greenwood Village,
Colorado
|
$9.06M
|
+$5.77M
|
+103,798
|
+180%
|
|
|
16
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$8.16M
|
+$265K
|
+4,765
|
+3%
|
|
|
17
|
Bridges Investment Management
Omaha,
Nebraska
|
$7.67M
|
-$33.3K
|
-600
|
-0.4%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$7.5M
|
+$300K
|
+5,390
|
+4%
|
|
|
19
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$6.03M
|
-$178K
|
-3,203
|
-3%
|
|
|
20
|
Stringer Asset Management
Memphis,
Tennessee
|
$5.47M
|
+$1.13M
|
+20,301
|
+26%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.63M
|
-$3.56M
|
-64,015
|
-44%
|
|
|
22
|
Magnus Financial Group
New York
|
$4.26M
|
–
|
–
|
–
|
|
|
23
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$4.13M
|
-$40.5K
|
-729
|
-1%
|
|
|
24
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$3.36M
|
-$26.6K
|
-479
|
-0.8%
|
|
|
25
|
CVA Family Office
Denver,
Colorado
|
$3.11M
|
-$253K
|
-4,559
|
-8%
|
|
