|
1
|
Northern Trust
Chicago,
Illinois
|
$650M
|
+$17.2M
|
+327,341
|
+2%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$240M
|
-$1.91M
|
-36,195
|
-0.7%
|
|
|
3
|
KeyBank National Association
Cleveland,
Ohio
|
$26.8M
|
+$332K
|
+6,306
|
+1%
|
|
|
4
|
VeraBank
Henderson,
Texas
|
$19.2M
|
+$273K
|
+5,173
|
+1%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.7M
|
-$27.4K
|
-520
|
-0.1%
|
|
|
6
|
|
$15M
|
-$21.4K
|
-407
|
-0.1%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$13.7M
|
+$364K
|
+6,911
|
+2%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$11.7M
|
-$326K
|
-6,187
|
-2%
|
|
|
9
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$10.4M
|
+$34.9K
|
+663
|
+0.3%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$10.1M
|
+$440K
|
+8,352
|
+4%
|
|
|
11
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$8.95M
|
-$459K
|
-8,709
|
-4%
|
|
|
12
|
Wealthspire Advisors (New York)
New York
|
$8.46M
|
-$989K
|
-18,767
|
-9%
|
|
|
13
|
|
$8.27M
|
-$227K
|
-4,309
|
-2%
|
|
|
14
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$7.52M
|
+$338K
|
+6,416
|
+4%
|
|
|
15
|
Transform Wealth
Greenwood Village,
Colorado
|
$7.04M
|
-$17.4M
|
-329,788
|
-69%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.02M
|
-$2M
|
-37,955
|
-20%
|
|
|
17
|
Bridges Investment Management
Omaha,
Nebraska
|
$6.53M
|
–
|
–
|
–
|
|
|
18
|
Allworth Financial
Folsom,
California
|
$5.79M
|
-$1.01M
|
-19,260
|
-14%
|
|
|
19
|
Magnus Financial Group
New York
|
$3.58M
|
–
|
–
|
–
|
|
|
20
|
Horizon Family Wealth
Chicago,
Illinois
|
$3.51M
|
-$40.7K
|
-772
|
-1%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.43M
|
-$1.11M
|
-21,008
|
-22%
|
|
|
22
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$2.86M
|
+$12.6K
|
+239
|
+0.4%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.74M
|
+$44.4K
|
+843
|
+1%
|
|
|
24
|
|
$2.66M
|
+$23.7K
|
+449
|
+0.8%
|
|
|
25
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$2.41M
|
-$38.2K
|
-725
|
-1%
|
|
