|
1
|
Northern Trust
Chicago,
Illinois
|
$772M
|
+$32.1M
|
+547,889
|
+4%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$302M
|
+$5.51M
|
+93,962
|
+2%
|
|
|
3
|
KeyBank National Association
Cleveland,
Ohio
|
$32.2M
|
+$1.22M
|
+20,755
|
+4%
|
|
|
4
|
VeraBank
Henderson,
Texas
|
$23.8M
|
+$639K
|
+10,907
|
+3%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.2M
|
+$1.51M
|
+25,714
|
+7%
|
|
|
6
|
|
$20.6M
|
+$9.5M
|
+162,068
|
+87%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$18.4M
|
-$2.34M
|
-39,963
|
-11%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$17.2M
|
+$666K
|
+11,360
|
+4%
|
|
|
9
|
Transform Wealth
Greenwood Village,
Colorado
|
$14.2M
|
-$1.55M
|
-26,440
|
-10%
|
|
|
10
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$13.6M
|
-$51.5K
|
-878
|
-0.4%
|
|
|
11
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$12.4M
|
-$401K
|
-6,844
|
-3%
|
|
|
12
|
Lenox Wealth Advisors
New York
|
$11.7M
|
+$43K
|
+734
|
+0.4%
|
|
|
13
|
|
$10.9M
|
-$1.92M
|
-32,732
|
-15%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.9M
|
+$4.86K
|
+83
|
+0%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$10.3M
|
+$413K
|
+7,055
|
+4%
|
|
|
16
|
Allworth Financial
Folsom,
California
|
$10.3M
|
-$110K
|
-1,872
|
-1%
|
|
|
17
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$9.08M
|
+$236K
|
+4,026
|
+3%
|
|
|
18
|
Bridges Investment Management
Omaha,
Nebraska
|
$8.19M
|
-$7.27K
|
-124
|
-0.1%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.09M
|
+$1.46M
|
+24,979
|
+26%
|
|
|
20
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$6.38M
|
-$372K
|
-6,356
|
-6%
|
|
|
21
|
Magnus Financial Group
New York
|
$4.5M
|
–
|
–
|
–
|
|
|
22
|
Horizon Family Wealth
Chicago,
Illinois
|
$4.41M
|
-$92.8K
|
-1,583
|
-2%
|
|
|
23
|
Stringer Asset Management
Memphis,
Tennessee
|
$4M
|
-$19.7K
|
-337
|
-0.5%
|
|
|
24
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$3.56M
|
-$19.6K
|
-335
|
-0.6%
|
|
|
25
|
HC Financial Advisors
Lafayette,
California
|
$3.51M
|
+$212K
|
+3,619
|
+7%
|
|
