|
1
|
Northern Trust
Chicago,
Illinois
|
$765M
|
+$5.05M
|
+85,722
|
+0.7%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$306M
|
-$11.5M
|
-194,827
|
-4%
|
|
|
3
|
KeyBank National Association
Cleveland,
Ohio
|
$32M
|
+$2.5M
|
+42,494
|
+9%
|
|
|
4
|
VeraBank
Henderson,
Texas
|
$24M
|
-$73.7K
|
-1,251
|
-0.3%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.5M
|
+$3.76M
|
+63,768
|
+21%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$21.5M
|
+$176K
|
+2,985
|
+0.9%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$17.1M
|
-$75.7K
|
-1,286
|
-0.5%
|
|
|
8
|
Transform Wealth
Greenwood Village,
Colorado
|
$16.3M
|
+$5.12M
|
+87,015
|
+49%
|
|
|
9
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$14.1M
|
-$408K
|
-6,923
|
-3%
|
|
|
10
|
|
$13.3M
|
-$458K
|
-7,769
|
-3%
|
|
|
11
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$13.2M
|
-$817K
|
-13,871
|
-6%
|
|
|
12
|
Lenox Wealth Advisors
New York
|
$12.1M
|
+$196K
|
+3,328
|
+2%
|
|
|
13
|
Stringer Asset Management
Memphis,
Tennessee
|
$11.9M
|
-$2.31M
|
-39,238
|
-37%
|
|
|
14
|
|
$11.4M
|
+$268K
|
+4,550
|
+3%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.2M
|
-$8.83K
|
-150
|
-0.1%
|
|
|
16
|
Allworth Financial
Folsom,
California
|
$10.7M
|
-$81.9K
|
-1,391
|
-0.8%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$10.2M
|
+$300K
|
+5,089
|
+3%
|
|
|
18
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$9.15M
|
-$1.35K
|
-23
|
-0%
|
|
|
19
|
Bridges Investment Management
Omaha,
Nebraska
|
$8.49M
|
+$98.3K
|
+1,670
|
+1%
|
|
|
20
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$6.99M
|
+$212K
|
+3,603
|
+3%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.8M
|
+$722K
|
+12,267
|
+15%
|
|
|
22
|
Horizon Family Wealth
Chicago,
Illinois
|
$4.66M
|
+$4.47M
|
+75,913
|
New
|
|
|
23
|
Magnus Financial Group
New York
|
$4.65M
|
–
|
–
|
–
|
|
|
24
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$3.7M
|
+$361K
|
+6,133
|
+11%
|
|
|
25
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$3.44M
|
+$90.5K
|
+1,537
|
+3%
|
|
