|
1
|
Northern Trust
Chicago,
Illinois
|
$725M
|
-$25.7M
|
-441,021
|
-3%
|
|
|
2
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$233M
|
+$243M
|
+4,176,993
|
New
|
|
|
3
|
KeyBank National Association
Cleveland,
Ohio
|
$30.8M
|
-$195K
|
-3,360
|
-0.6%
|
|
|
4
|
VeraBank
Henderson,
Texas
|
$22.5M
|
+$50.2K
|
+863
|
+0.2%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.2M
|
+$2.99M
|
+51,393
|
+20%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$15.6M
|
+$479K
|
+8,234
|
+3%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$15.6M
|
-$148K
|
-2,552
|
-0.9%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$14.7M
|
+$874K
|
+15,035
|
+6%
|
|
|
9
|
|
$14.3M
|
+$442K
|
+7,595
|
+3%
|
|
|
10
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$11.3M
|
-$2.78M
|
-47,782
|
-19%
|
|
|
11
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$11.3M
|
-$2.78M
|
-47,782
|
-19%
|
|
|
12
|
Transform Wealth
Greenwood Village,
Colorado
|
$10.4M
|
+$13.2K
|
+227
|
+0.1%
|
|
|
13
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$9.39M
|
+$541K
|
+9,300
|
+6%
|
|
|
14
|
Wealthspire Advisors (New York)
New York
|
$9.18M
|
-$555K
|
-9,537
|
-5%
|
|
|
15
|
|
$9.18M
|
+$144K
|
+2,480
|
+2%
|
|
|
16
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$9.16M
|
-$556K
|
-9,562
|
-6%
|
|
|
17
|
Bridges Investment Management
Omaha,
Nebraska
|
$7.6M
|
-$72K
|
-1,238
|
-0.9%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$6.27M
|
+$2.87M
|
+49,417
|
+78%
|
|
|
19
|
|
$4.48M
|
-$1.2M
|
-20,640
|
-20%
|
|
|
20
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$3.91M
|
-$190K
|
-3,259
|
-4%
|
|
|
21
|
Magnus Financial Group
New York
|
$3.6M
|
-$108K
|
-1,850
|
-3%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$3.44M
|
+$71.3K
|
+1,225
|
+2%
|
|
|
23
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$3.4M
|
+$302K
|
+5,199
|
+9%
|
|
|
24
|
Allworth Financial
Folsom,
California
|
$3.28M
|
-$348K
|
-5,976
|
-9%
|
|
|
25
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$3.05M
|
-$157K
|
-2,697
|
-5%
|
|
