|
1
|
Northern Trust
Chicago,
Illinois
|
$811M
|
-$7.45M
|
-114,864
|
-0.9%
|
|
|
2
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$280M
|
-$8.16M
|
-125,720
|
-3%
|
|
|
3
|
KeyBank National Association
Cleveland,
Ohio
|
$35.2M
|
-$1.01M
|
-15,533
|
-3%
|
|
|
4
|
VeraBank
Henderson,
Texas
|
$26.8M
|
-$217K
|
-3,346
|
-0.8%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$20.8M
|
+$984K
|
+15,169
|
+5%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$19.9M
|
-$270K
|
-4,166
|
-1%
|
|
|
7
|
|
$17.1M
|
-$523K
|
-8,065
|
-3%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.9M
|
+$1.35M
|
+20,830
|
+9%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$15.4M
|
+$29.8K
|
+459
|
+0.2%
|
|
|
10
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$11.6M
|
-$192K
|
-2,966
|
-2%
|
|
|
11
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$11.2M
|
-$495K
|
-7,624
|
-4%
|
|
|
12
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$11.2M
|
-$495K
|
-7,624
|
-4%
|
|
|
13
|
|
$10.8M
|
+$11.6K
|
+179
|
+0.1%
|
|
|
14
|
Transform Wealth
Greenwood Village,
Colorado
|
$10M
|
-$715K
|
-11,021
|
-7%
|
|
|
15
|
Wealthspire Advisors (New York)
New York
|
$9.78M
|
-$212K
|
-3,272
|
-2%
|
|
|
16
|
Bridges Investment Management
Omaha,
Nebraska
|
$9.54M
|
+$480K
|
+7,403
|
+5%
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.61M
|
+$1.47M
|
+22,715
|
+21%
|
|
|
18
|
Bank of New York Mellon
New York
|
$7.72M
|
+$3.04M
|
+46,883
|
+68%
|
|
|
19
|
|
$7.08M
|
-$654K
|
-10,085
|
-9%
|
|
|
20
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$7M
|
-$433K
|
-6,678
|
-6%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.97M
|
+$1.95M
|
+30,053
|
+67%
|
|
|
22
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$4.91M
|
+$19.5K
|
+301
|
+0.4%
|
|
|
23
|
Magnus Financial Group
New York
|
$4.24M
|
-$30.7K
|
-473
|
-0.7%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$4.02M
|
-$86.7K
|
-1,336
|
-2%
|
|
|
25
|
CVA Family Office
Denver,
Colorado
|
$3.39M
|
-$63.8K
|
-983
|
-2%
|
|
