|
1
|
Northern Trust
Chicago,
Illinois
|
$909M
|
-$7.46M
|
-93,111
|
-0.8%
|
|
|
2
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$331M
|
+$12.6M
|
+157,130
|
+4%
|
|
|
3
|
KeyBank National Association
Cleveland,
Ohio
|
$43.6M
|
-$345K
|
-4,309
|
-0.8%
|
|
|
4
|
VeraBank
Henderson,
Texas
|
$37.2M
|
+$161K
|
+2,004
|
+0.4%
|
|
|
5
|
Bank of New York Mellon
New York
|
$29.3M
|
+$3.91M
|
+48,813
|
+16%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$29M
|
-$555K
|
-6,923
|
-2%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.4M
|
-$460K
|
-5,739
|
-2%
|
|
|
8
|
|
$20.3M
|
+$69K
|
+861
|
+0.3%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$20.3M
|
+$149K
|
+1,865
|
+0.7%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$17.4M
|
-$201K
|
-2,512
|
-1%
|
|
|
11
|
Focus Partners Wealth
Boston,
Massachusetts
|
$16.5M
|
+$9.38M
|
+117,065
|
+135%
|
|
|
12
|
|
$14.6M
|
+$1.34M
|
+16,722
|
+10%
|
|
|
13
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$14.3M
|
+$212K
|
+2,649
|
+2%
|
|
|
14
|
Wealthspire Advisors (New York)
New York
|
$12M
|
+$13K
|
+162
|
+0.1%
|
|
|
15
|
Bridges Investment Management
Omaha,
Nebraska
|
$9.9M
|
-$46.3K
|
-577
|
-0.5%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.86M
|
-$762K
|
-9,501
|
-8%
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$8.36M
|
-$540K
|
-6,735
|
-6%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$7.08M
|
+$113K
|
+1,405
|
+2%
|
|
|
19
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$6.45M
|
-$2.7M
|
-33,674
|
-30%
|
|
|
20
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$6.21M
|
-$41.8K
|
-521
|
-0.7%
|
|
|
21
|
|
$5.81M
|
-$1.35M
|
-16,833
|
-19%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$5.53M
|
+$654K
|
+8,161
|
+14%
|
|
|
23
|
Magnus Financial Group
New York
|
$5.36M
|
+$28.3K
|
+353
|
+0.5%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.56M
|
-$18.8K
|
-234
|
-0.4%
|
|
|
25
|
|
$4.04M
|
-$90.7K
|
-1,131
|
-2%
|
|
