|
1
|
Northern Trust
Chicago,
Illinois
|
$849M
|
-$15.1M
|
-220,455
|
-2%
|
|
|
2
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$295M
|
+$13M
|
+190,689
|
+5%
|
|
|
3
|
KeyBank National Association
Cleveland,
Ohio
|
$40.9M
|
+$313K
|
+4,579
|
+0.8%
|
|
|
4
|
VeraBank
Henderson,
Texas
|
$33.1M
|
+$1.33M
|
+19,455
|
+4%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$26.7M
|
-$49.3K
|
-720
|
-0.2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.5M
|
+$704K
|
+10,291
|
+4%
|
|
|
7
|
Bank of New York Mellon
New York
|
$19.8M
|
+$1.36M
|
+19,826
|
+8%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$19.1M
|
-$2.93M
|
-42,865
|
-14%
|
|
|
9
|
|
$18.1M
|
+$542K
|
+7,918
|
+3%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$16.2M
|
-$207K
|
-3,027
|
-1%
|
|
|
11
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$12.7M
|
-$82.7K
|
-1,209
|
-0.7%
|
|
|
12
|
|
$12.2M
|
+$308K
|
+4,500
|
+3%
|
|
|
13
|
Wealthspire Advisors (New York)
New York
|
$10.8M
|
-$3.01K
|
-44
|
-0%
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$9.24M
|
-$761K
|
-11,129
|
-8%
|
|
|
15
|
Bridges Investment Management
Omaha,
Nebraska
|
$9.08M
|
-$6.36K
|
-93
|
-0.1%
|
|
|
16
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$9.06M
|
+$631K
|
+9,216
|
+8%
|
|
|
17
|
|
$8.67M
|
-$344K
|
-5,023
|
-4%
|
|
|
18
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$8.48M
|
-$604K
|
-8,826
|
-7%
|
|
|
19
|
Focus Partners Wealth
Boston,
Massachusetts
|
$6.65M
|
-$298K
|
-4,352
|
-5%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$6.6M
|
-$554K
|
-8,102
|
-8%
|
|
|
21
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$5.74M
|
-$17.7K
|
-259
|
-0.3%
|
|
|
22
|
Magnus Financial Group
New York
|
$4.81M
|
+$33K
|
+482
|
+0.7%
|
|
|
23
|
|
$4.22M
|
-$2.66M
|
-38,910
|
-40%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.78M
|
+$2.5M
|
+36,509
|
+241%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$3.7M
|
-$828K
|
-12,095
|
-19%
|
|
