|
1
|
Northern Trust
Chicago,
Illinois
|
$838M
|
-$16M
|
-221,521
|
-2%
|
|
|
2
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$284M
|
-$1.25M
|
-17,288
|
-0.4%
|
|
|
3
|
KeyBank National Association
Cleveland,
Ohio
|
$39.2M
|
+$1.11M
|
+15,336
|
+3%
|
|
|
4
|
VeraBank
Henderson,
Texas
|
$30.3M
|
+$1.37M
|
+18,951
|
+5%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$22.8M
|
+$590K
|
+8,184
|
+3%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$22.4M
|
-$540K
|
-7,491
|
-2%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.4M
|
+$1.08M
|
+14,941
|
+6%
|
|
|
8
|
|
$16.9M
|
-$12.5K
|
-173
|
-0.1%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$16M
|
+$577
|
+8
|
+0%
|
|
|
10
|
Bank of New York Mellon
New York
|
$14.6M
|
+$3.95M
|
+54,780
|
+36%
|
|
|
11
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$12M
|
-$173K
|
-2,405
|
-1%
|
|
|
12
|
|
$11.8M
|
-$161K
|
-2,236
|
-1%
|
|
|
13
|
Wealthspire Advisors (New York)
New York
|
$10.4M
|
+$27.9K
|
+387
|
+0.3%
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$10.2M
|
-$1.34M
|
-18,646
|
-11%
|
|
|
15
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$10.2M
|
-$1.34M
|
-18,646
|
-11%
|
|
|
16
|
Bridges Investment Management
Omaha,
Nebraska
|
$9.22M
|
–
|
–
|
–
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.7M
|
-$318K
|
-4,410
|
-3%
|
|
|
18
|
|
$8.09M
|
+$194K
|
+2,686
|
+2%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$8.01M
|
+$3.49M
|
+48,394
|
+74%
|
|
|
20
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$7.41M
|
+$157K
|
+2,178
|
+2%
|
|
|
21
|
Focus Partners Wealth
Boston,
Massachusetts
|
$6.86M
|
-$260K
|
-3,613
|
-4%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.32M
|
+$7.59M
|
+105,291
|
+145%
|
|
|
23
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$5.22M
|
-$7.93K
|
-110
|
-0.1%
|
|
|
24
|
Transform Wealth
Greenwood Village,
Colorado
|
$4.8M
|
-$19.9M
|
-276,656
|
-80%
|
|
|
25
|
Magnus Financial Group
New York
|
$4.57M
|
+$29.2K
|
+405
|
+0.6%
|
|
