|
1
|
Northern Trust
Chicago,
Illinois
|
$350M
|
-$30.7M
|
-1,329,669
|
-8%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$123M
|
+$56.7M
|
+2,458,571
|
+85%
|
|
|
3
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$41.1M
|
+$1.99M
|
+86,372
|
+5%
|
|
|
4
|
Lenox Wealth Advisors
New York
|
$40.8M
|
+$40.8M
|
+1,770,924
|
New
|
|
|
5
|
KeyBank National Association
Cleveland,
Ohio
|
$33M
|
+$3.65M
|
+158,292
|
+12%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$22.7M
|
+$5.49M
|
+238,327
|
+32%
|
|
|
7
|
3D Asset Management
Hartford,
Connecticut
|
$21.7M
|
-$388K
|
-16,834
|
-2%
|
|
|
8
|
Morningstar Investment Services
Chicago,
Illinois
|
$20.9M
|
-$5.3M
|
-229,985
|
-20%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.3M
|
-$654K
|
-28,377
|
-5%
|
|
|
10
|
UMB Bank
Kansas City,
Missouri
|
$9.81M
|
+$477K
|
+20,701
|
+5%
|
|
|
11
|
|
$6.66M
|
+$4.56M
|
+197,737
|
+216%
|
|
|
12
|
|
$5.47M
|
+$150K
|
+6,498
|
+3%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.08M
|
+$331K
|
+14,357
|
+7%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$4.7M
|
-$1.34M
|
-57,912
|
-22%
|
|
|
15
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$4.34M
|
-$276K
|
-11,981
|
-6%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$2.92M
|
-$122K
|
-5,313
|
-4%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$1.99M
|
+$206K
|
+8,916
|
+11%
|
|
|
18
|
Newport Wealth Strategies
Irvine,
California
|
$1.7M
|
+$124K
|
+5,380
|
+8%
|
|
|
19
|
Advisor Group
Phoenix,
Arizona
|
$1.66M
|
+$335K
|
+14,517
|
+25%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$1.63M
|
+$24K
|
+1,041
|
+1%
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.43M
|
+$26.3K
|
+1,141
|
+2%
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.21M
|
–
|
–
|
–
|
|
|
23
|
|
$1.14M
|
–
|
–
|
–
|
|
|
24
|
Regis Management Company
Menlo Park,
California
|
$851K
|
+$852K
|
+36,975
|
New
|
|
|
25
|
Gilbert & Cook
West Des Moines,
Iowa
|
$834K
|
-$305K
|
-13,240
|
-27%
|
|
