|
1
|
Northern Trust
Chicago,
Illinois
|
$785M
|
-$14.4M
|
-249,197
|
-2%
|
|
|
2
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$265M
|
+$7.05M
|
+121,940
|
+3%
|
|
|
3
|
KeyBank National Association
Cleveland,
Ohio
|
$33.8M
|
-$164K
|
-2,831
|
-0.5%
|
|
|
4
|
VeraBank
Henderson,
Texas
|
$25.6M
|
+$753K
|
+13,023
|
+3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$18.4M
|
+$2.08M
|
+36,074
|
+14%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$17.4M
|
+$133K
|
+2,299
|
+0.8%
|
|
|
7
|
|
$17M
|
+$1.17M
|
+20,176
|
+8%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.6M
|
-$2.3M
|
-39,721
|
-13%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$16.2M
|
-$932K
|
-16,128
|
-6%
|
|
|
10
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$12.2M
|
-$241K
|
-4,176
|
-2%
|
|
|
11
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$12.2M
|
-$241K
|
-4,176
|
-2%
|
|
|
12
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$10.9M
|
+$505K
|
+8,735
|
+5%
|
|
|
13
|
Transform Wealth
Greenwood Village,
Colorado
|
$10.8M
|
-$629K
|
-10,883
|
-6%
|
|
|
14
|
|
$10.1M
|
-$20.1K
|
-348
|
-0.2%
|
|
|
15
|
Wealthspire Advisors (New York)
New York
|
$9.7M
|
-$394K
|
-6,819
|
-4%
|
|
|
16
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$9.11M
|
-$926K
|
-16,032
|
-10%
|
|
|
17
|
Bridges Investment Management
Omaha,
Nebraska
|
$8.38M
|
–
|
–
|
–
|
|
|
18
|
|
$5.1M
|
+$145K
|
+2,507
|
+3%
|
|
|
19
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$4.6M
|
+$262K
|
+4,536
|
+6%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$4.18M
|
-$2.57M
|
-44,472
|
-40%
|
|
|
21
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$4.01M
|
+$240K
|
+4,148
|
+7%
|
|
|
22
|
Magnus Financial Group
New York
|
$4M
|
+$25.6K
|
+443
|
+0.7%
|
|
|
23
|
Allworth Financial
Folsom,
California
|
$3.42M
|
-$187K
|
-3,239
|
-6%
|
|
|
24
|
MGO One Seven
Beachwood,
Ohio
|
$3.23M
|
-$18.8K
|
-326
|
-0.6%
|
|
|
25
|
CVA Family Office
Denver,
Colorado
|
$3.23M
|
+$381K
|
+6,591
|
+14%
|
|
