|
1
|
Northern Trust
Chicago,
Illinois
|
$742M
|
+$18.2M
|
+348,168
|
+3%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$241M
|
-$26.8M
|
-513,478
|
-10%
|
|
|
3
|
KeyBank National Association
Cleveland,
Ohio
|
$29.4M
|
-$409K
|
-7,837
|
-1%
|
|
|
4
|
VeraBank
Henderson,
Texas
|
$21.5M
|
+$60.3K
|
+1,155
|
+0.3%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.3M
|
+$1.7M
|
+32,574
|
+9%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$15.9M
|
+$706K
|
+13,515
|
+5%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$14.1M
|
+$1.12M
|
+21,394
|
+9%
|
|
|
8
|
|
$13.4M
|
-$3.24M
|
-62,100
|
-20%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$13.1M
|
+$1.89M
|
+36,163
|
+17%
|
|
|
10
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$11.1M
|
-$403K
|
-7,724
|
-4%
|
|
|
11
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$9.75M
|
-$217K
|
-4,151
|
-2%
|
|
|
12
|
Wealthspire Advisors (New York)
New York
|
$9.34M
|
-$84.4K
|
-1,617
|
-0.9%
|
|
|
13
|
|
$8.84M
|
-$356K
|
-6,823
|
-4%
|
|
|
14
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$8.41M
|
+$40.5K
|
+776
|
+0.5%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.77M
|
-$45.6K
|
-874
|
-0.6%
|
|
|
16
|
Bridges Investment Management
Omaha,
Nebraska
|
$7.32M
|
+$48.8K
|
+934
|
+0.7%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.44M
|
+$1.61M
|
+30,857
|
+43%
|
|
|
18
|
Transform Wealth
Greenwood Village,
Colorado
|
$4.98M
|
-$2.84M
|
-54,310
|
-36%
|
|
|
19
|
Allworth Financial
Folsom,
California
|
$4.85M
|
-$1.59M
|
-30,382
|
-25%
|
|
|
20
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$3.73M
|
+$539K
|
+10,318
|
+17%
|
|
|
21
|
Magnus Financial Group
New York
|
$3.46M
|
-$522K
|
-10,000
|
-13%
|
|
|
22
|
|
$2.92M
|
-$44.6K
|
-854
|
-2%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$2.69M
|
+$1.97M
|
+37,698
|
+281%
|
|
|
24
|
CVA Family Office
Denver,
Colorado
|
$2.68M
|
+$470
|
+9
|
+0%
|
|
|
25
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$2.68M
|
-$7K
|
-134
|
-0.3%
|
|
