|
1
|
Northern Trust
Chicago,
Illinois
|
$808M
|
-$3.89M
|
-54,945
|
-0.5%
|
|
|
2
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$264M
|
-$11.6M
|
-163,188
|
-4%
|
|
|
3
|
KeyBank National Association
Cleveland,
Ohio
|
$37.9M
|
-$30.2K
|
-426
|
-0.1%
|
|
|
4
|
VeraBank
Henderson,
Texas
|
$29.6M
|
+$282K
|
+3,982
|
+0.9%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$25M
|
+$3M
|
+42,427
|
+13%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$20.8M
|
-$1.01M
|
-14,238
|
-4%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.4M
|
-$334K
|
-4,720
|
-2%
|
|
|
8
|
Bank of New York Mellon
New York
|
$17.1M
|
+$3.06M
|
+43,227
|
+21%
|
|
|
9
|
|
$16.4M
|
+$19.8K
|
+280
|
+0.1%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$15.3M
|
-$201K
|
-2,836
|
-1%
|
|
|
11
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$12M
|
+$311K
|
+4,393
|
+3%
|
|
|
12
|
|
$11.1M
|
-$359K
|
-5,074
|
-3%
|
|
|
13
|
Wealthspire Advisors (New York)
New York
|
$10.1M
|
+$27.5K
|
+388
|
+0.3%
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$9.23M
|
+$831K
|
+11,739
|
+10%
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$8.52M
|
-$1.37M
|
-19,303
|
-13%
|
|
|
16
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$8.52M
|
-$1.37M
|
-19,303
|
-13%
|
|
|
17
|
Bridges Investment Management
Omaha,
Nebraska
|
$8.49M
|
-$455K
|
-6,431
|
-5%
|
|
|
18
|
|
$8.45M
|
+$625K
|
+8,820
|
+8%
|
|
|
19
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$7.83M
|
+$675K
|
+9,529
|
+9%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$6.72M
|
-$1.07M
|
-15,136
|
-13%
|
|
|
21
|
|
$6.6M
|
+$2.73M
|
+38,512
|
+66%
|
|
|
22
|
Focus Partners Wealth
Boston,
Massachusetts
|
$6.51M
|
-$143K
|
-2,013
|
-2%
|
|
|
23
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$5.38M
|
+$338K
|
+4,768
|
+6%
|
|
|
24
|
Magnus Financial Group
New York
|
$4.46M
|
+$34.8K
|
+492
|
+0.8%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$4.28M
|
+$481K
|
+6,791
|
+12%
|
|
