|
1
|
Northern Trust
Chicago,
Illinois
|
$760M
|
-$8.4M
|
-155,126
|
-1%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$233M
|
-$16.5M
|
-304,076
|
-7%
|
|
|
3
|
KeyBank National Association
Cleveland,
Ohio
|
$30.7M
|
+$276K
|
+5,096
|
+0.9%
|
|
|
4
|
VeraBank
Henderson,
Texas
|
$22.1M
|
-$130K
|
-2,402
|
-0.6%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$16.5M
|
+$2.54K
|
+47
|
+0%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$15M
|
+$374K
|
+6,908
|
+3%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$13.8M
|
+$176K
|
+3,249
|
+1%
|
|
|
8
|
|
$13.7M
|
-$142K
|
-2,622
|
-1%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.2M
|
-$7.79M
|
-143,936
|
-37%
|
|
|
10
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$11.9M
|
+$19.2K
|
+355
|
+0.2%
|
|
|
11
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$11.9M
|
+$10.4M
|
+192,181
|
+968%
|
|
|
12
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$9.7M
|
–
|
–
|
–
|
|
|
13
|
Transform Wealth
Greenwood Village,
Colorado
|
$9.6M
|
+$4.43M
|
+81,811
|
+86%
|
|
|
14
|
Wealthspire Advisors (New York)
New York
|
$9.46M
|
-$201K
|
-3,705
|
-2%
|
|
|
15
|
|
$9.11M
|
-$46.1K
|
-852
|
-0.5%
|
|
|
16
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$9M
|
+$293K
|
+5,413
|
+3%
|
|
|
17
|
Bridges Investment Management
Omaha,
Nebraska
|
$7.49M
|
-$89.7K
|
-1,658
|
-1%
|
|
|
18
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$3.98M
|
+$122K
|
+2,259
|
+3%
|
|
|
19
|
Allworth Financial
Folsom,
California
|
$3.91M
|
-$1.1M
|
-20,297
|
-22%
|
|
|
20
|
Magnus Financial Group
New York
|
$3.6M
|
+$9.2K
|
+170
|
+0.3%
|
|
|
21
|
|
$3.21M
|
+$192K
|
+3,555
|
+6%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$3.03M
|
+$327K
|
+6,038
|
+12%
|
|
|
23
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$2.82M
|
+$704K
|
+13,006
|
+34%
|
|
|
24
|
MGO One Seven
Beachwood,
Ohio
|
$2.79M
|
+$1.75M
|
+32,400
|
+172%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$2.75M
|
-$31.9K
|
-589
|
-1%
|
|
