|
1
|
Northern Trust
Chicago,
Illinois
|
$811M
|
-$28.3M
|
-445,844
|
-3%
|
|
|
2
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$285M
|
+$1.76M
|
+27,852
|
+0.6%
|
|
|
3
|
KeyBank National Association
Cleveland,
Ohio
|
$35.9M
|
-$236K
|
-3,732
|
-0.7%
|
|
|
4
|
VeraBank
Henderson,
Texas
|
$26.8M
|
-$589K
|
-9,300
|
-2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$20M
|
+$305K
|
+4,820
|
+2%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$19.6M
|
+$961K
|
+15,165
|
+5%
|
|
|
7
|
|
$17.5M
|
-$708K
|
-11,178
|
-4%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.4M
|
-$2.25M
|
-35,466
|
-13%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$15.2M
|
-$2.01M
|
-31,734
|
-12%
|
|
|
10
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$11.7M
|
+$40.6K
|
+641
|
+0.4%
|
|
|
11
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$11.6M
|
-$1.43M
|
-22,614
|
-11%
|
|
|
12
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$11.6M
|
-$1.43M
|
-22,614
|
-11%
|
|
|
13
|
|
$10.7M
|
-$148K
|
-2,330
|
-1%
|
|
|
14
|
Transform Wealth
Greenwood Village,
Colorado
|
$10.7M
|
-$830K
|
-13,104
|
-7%
|
|
|
15
|
Wealthspire Advisors (New York)
New York
|
$9.9M
|
-$476K
|
-7,517
|
-5%
|
|
|
16
|
Bridges Investment Management
Omaha,
Nebraska
|
$8.96M
|
-$9.12K
|
-144
|
-0.1%
|
|
|
17
|
|
$7.68M
|
+$2.13M
|
+33,662
|
+41%
|
|
|
18
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$7.38M
|
-$2.29M
|
-36,140
|
-24%
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.04M
|
+$4.75M
|
+74,950
|
+236%
|
|
|
20
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$4.84M
|
-$76.3K
|
-1,204
|
-2%
|
|
|
21
|
Bank of New York Mellon
New York
|
$4.56M
|
+$3.44M
|
+54,240
|
+364%
|
|
|
22
|
Magnus Financial Group
New York
|
$4.23M
|
-$51.3K
|
-810
|
-1%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$4.07M
|
+$2.65M
|
+41,837
|
+209%
|
|
|
24
|
CVA Family Office
Denver,
Colorado
|
$3.42M
|
-$32.3K
|
-510
|
-1%
|
|
|
25
|
MGO One Seven
Beachwood,
Ohio
|
$3.24M
|
-$211K
|
-3,336
|
-6%
|
|
