|
1
|
Northern Trust
Chicago,
Illinois
|
$867M
|
-$6.66M
|
-96,803
|
-0.8%
|
|
|
2
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$290M
|
-$11.2M
|
-163,226
|
-4%
|
|
|
3
|
KeyBank National Association
Cleveland,
Ohio
|
$38.7M
|
+$714K
|
+10,383
|
+2%
|
|
|
4
|
VeraBank
Henderson,
Texas
|
$29.4M
|
+$513K
|
+7,455
|
+2%
|
|
|
5
|
Transform Wealth
Greenwood Village,
Colorado
|
$24.7M
|
+$13.3M
|
+193,950
|
+129%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$23.3M
|
+$1.78M
|
+25,906
|
+9%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$22.6M
|
+$158K
|
+2,304
|
+0.7%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.6M
|
+$326K
|
+4,746
|
+2%
|
|
|
9
|
|
$17.2M
|
-$1.19M
|
-17,352
|
-7%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$16.3M
|
-$297K
|
-4,315
|
-2%
|
|
|
11
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$12.4M
|
-$121K
|
-1,756
|
-1%
|
|
|
12
|
|
$12.1M
|
+$487K
|
+7,074
|
+4%
|
|
|
13
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$11.7M
|
-$351K
|
-5,099
|
-3%
|
|
|
14
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$11.7M
|
-$351K
|
-5,099
|
-3%
|
|
|
15
|
Bank of New York Mellon
New York
|
$11M
|
+$2.53M
|
+36,729
|
+32%
|
|
|
16
|
Wealthspire Advisors (New York)
New York
|
$10.6M
|
+$13.1K
|
+190
|
+0.1%
|
|
|
17
|
Bridges Investment Management
Omaha,
Nebraska
|
$9.37M
|
-$879K
|
-12,775
|
-9%
|
|
|
18
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$9.16M
|
-$121K
|
-1,753
|
-1%
|
|
|
19
|
|
$8.04M
|
+$6.84M
|
+99,487
|
+792%
|
|
|
20
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$7.37M
|
+$7.07M
|
+102,824
|
New
|
|
|
21
|
Focus Partners Wealth
Boston,
Massachusetts
|
$7.23M
|
+$6.94M
|
+100,834
|
New
|
|
|
22
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$5.31M
|
+$5.09M
|
+74,035
|
New
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.19M
|
-$159K
|
-2,307
|
-3%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$4.67M
|
+$317K
|
+4,606
|
+8%
|
|
|
25
|
Magnus Financial Group
New York
|
$4.61M
|
+$39.9K
|
+580
|
+0.9%
|
|
