|
1
|
Northern Trust
Chicago,
Illinois
|
$689M
|
+$1.08M
|
+18,773
|
+0.2%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$289M
|
+$1.58M
|
+27,594
|
+0.5%
|
|
|
3
|
KeyBank National Association
Cleveland,
Ohio
|
$26.7M
|
+$1.84M
|
+32,071
|
+7%
|
|
|
4
|
VeraBank
Henderson,
Texas
|
$21.8M
|
+$239K
|
+4,174
|
+1%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$19.3M
|
+$645K
|
+11,242
|
+3%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.8M
|
+$783K
|
+13,646
|
+5%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$15.6M
|
+$881K
|
+15,364
|
+6%
|
|
|
8
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$13.2M
|
-$546K
|
-9,527
|
-4%
|
|
|
9
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$12.8M
|
-$464K
|
-8,095
|
-3%
|
|
|
10
|
|
$12.5M
|
-$165K
|
-2,873
|
-1%
|
|
|
11
|
Wealthspire Advisors (New York)
New York
|
$10.8M
|
+$11.1M
|
+194,035
|
New
|
|
|
12
|
Lenox Wealth Advisors
New York
|
$10.8M
|
+$156K
|
+2,723
|
+1%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.2M
|
+$117K
|
+2,048
|
+1%
|
|
|
14
|
|
$10.1M
|
+$310K
|
+5,403
|
+3%
|
|
|
15
|
Transform Wealth
Greenwood Village,
Colorado
|
$9.98M
|
+$1.02M
|
+17,802
|
+11%
|
|
|
16
|
Allworth Financial
Folsom,
California
|
$9.82M
|
-$231K
|
-4,036
|
-2%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$8.97M
|
+$1.59M
|
+27,663
|
+21%
|
|
|
18
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$8.3M
|
+$218K
|
+3,805
|
+3%
|
|
|
19
|
Bridges Investment Management
Omaha,
Nebraska
|
$7.61M
|
–
|
–
|
–
|
|
|
20
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$6.14M
|
+$173K
|
+3,013
|
+3%
|
|
|
21
|
Stringer Asset Management
Memphis,
Tennessee
|
$5.95M
|
+$542K
|
+9,456
|
+10%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.58M
|
-$2.69K
|
-47
|
-0.1%
|
|
|
23
|
Magnus Financial Group
New York
|
$4.22M
|
–
|
–
|
–
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.27M
|
+$503K
|
+8,765
|
+18%
|
|
|
25
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$3.25M
|
-$78.6K
|
-1,371
|
-2%
|
|
