|
1
|
Northern Trust
Chicago,
Illinois
|
$681M
|
+$23M
|
+415,853
|
+3%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$260M
|
+$1.92M
|
+34,784
|
+0.7%
|
|
|
3
|
KeyBank National Association
Cleveland,
Ohio
|
$28.4M
|
+$984K
|
+17,811
|
+3%
|
|
|
4
|
Transform Wealth
Greenwood Village,
Colorado
|
$24.3M
|
+$13.2M
|
+238,983
|
+100%
|
|
|
5
|
VeraBank
Henderson,
Texas
|
$20.4M
|
-$23.4K
|
-423
|
-0.1%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$18M
|
-$2.07M
|
-37,449
|
-10%
|
|
|
7
|
|
$16.1M
|
-$1.67M
|
-30,222
|
-9%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$14.3M
|
-$488K
|
-8,824
|
-3%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$12.8M
|
-$3.12M
|
-56,555
|
-18%
|
|
|
10
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$11.1M
|
-$581K
|
-10,516
|
-5%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$10.4M
|
+$1.76M
|
+31,818
|
+18%
|
|
|
12
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$10.1M
|
-$571K
|
-10,340
|
-5%
|
|
|
13
|
Wealthspire Advisors (New York)
New York
|
$10M
|
+$10.9M
|
+197,869
|
New
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.46M
|
+$183K
|
+3,317
|
+2%
|
|
|
15
|
|
$9.1M
|
-$233K
|
-4,210
|
-2%
|
|
|
16
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$7.75M
|
-$23.3K
|
-422
|
-0.3%
|
|
|
17
|
Allworth Financial
Folsom,
California
|
$7.2M
|
-$1.73M
|
-31,402
|
-18%
|
|
|
18
|
Bridges Investment Management
Omaha,
Nebraska
|
$7.01M
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.74M
|
-$1.44M
|
-26,072
|
-22%
|
|
|
20
|
Magnus Financial Group
New York
|
$3.85M
|
–
|
–
|
–
|
|
|
21
|
Horizon Family Wealth
Chicago,
Illinois
|
$3.8M
|
+$35.1K
|
+636
|
+0.9%
|
|
|
22
|
HC Financial Advisors
Lafayette,
California
|
$3.45M
|
+$483K
|
+8,744
|
+15%
|
|
|
23
|
Stringer Asset Management
Memphis,
Tennessee
|
$3.14M
|
-$305K
|
-5,520
|
-8%
|
|
|
24
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$3.06M
|
+$16.5K
|
+299
|
+0.5%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.9M
|
-$6.96K
|
-126
|
-0.2%
|
|
