|
1
|
Northern Trust
Chicago,
Illinois
|
$308M
|
-$31.4M
|
-1,400,632
|
-9%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$129M
|
+$10M
|
+445,838
|
+8%
|
|
|
3
|
Lenox Wealth Advisors
New York
|
$41M
|
+$1.54M
|
+68,904
|
+4%
|
|
|
4
|
KeyBank National Association
Cleveland,
Ohio
|
$38.7M
|
+$6.75M
|
+301,162
|
+21%
|
|
|
5
|
3D Asset Management
Hartford,
Connecticut
|
$21.5M
|
+$461K
|
+20,560
|
+2%
|
|
|
6
|
Morningstar Investment Services
Chicago,
Illinois
|
$20.5M
|
+$320K
|
+14,265
|
+2%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$17.6M
|
-$4.41M
|
-196,671
|
-20%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.6M
|
+$689K
|
+30,728
|
+6%
|
|
|
9
|
UMB Bank
Kansas City,
Missouri
|
$9.8M
|
+$308K
|
+13,724
|
+3%
|
|
|
10
|
|
$6.59M
|
+$1.3M
|
+57,871
|
+24%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.04M
|
+$126K
|
+5,619
|
+3%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$4.38M
|
-$165K
|
-7,372
|
-4%
|
|
|
13
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$3.83M
|
-$371K
|
-16,557
|
-9%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$3.2M
|
+$376K
|
+16,760
|
+13%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$2.35M
|
+$425K
|
+18,957
|
+22%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$1.6M
|
+$18.6K
|
+832
|
+1%
|
|
|
17
|
Advisor Group
Phoenix,
Arizona
|
$1.59M
|
-$19K
|
-846
|
-1%
|
|
|
18
|
Newport Wealth Strategies
Irvine,
California
|
$1.53M
|
-$119K
|
-5,300
|
-7%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.44M
|
+$57.8K
|
+2,578
|
+4%
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.21M
|
–
|
–
|
–
|
|
|
21
|
|
$1.1M
|
–
|
–
|
–
|
|
|
22
|
|
$975K
|
-$5.5M
|
-245,336
|
-85%
|
|
|
23
|
Regis Management Company
Menlo Park,
California
|
$824K
|
–
|
–
|
–
|
|
|
24
|
Gilbert & Cook
West Des Moines,
Iowa
|
$804K
|
-$3.29K
|
-147
|
-0.4%
|
|
|
25
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$790K
|
+$354K
|
+15,781
|
+80%
|
|
