|
1
|
Northern Trust
Chicago,
Illinois
|
$310M
|
-$24.4M
|
-1,051,898
|
-8%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$151M
|
+$10.3M
|
+443,955
|
+8%
|
|
|
3
|
KeyBank National Association
Cleveland,
Ohio
|
$47.6M
|
+$5.2M
|
+223,681
|
+13%
|
|
|
4
|
Lenox Wealth Advisors
New York
|
$44.9M
|
+$186K
|
+8,016
|
+0.4%
|
|
|
5
|
3D Asset Management
Hartford,
Connecticut
|
$23M
|
-$414K
|
-17,825
|
-2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$19.6M
|
+$398K
|
+17,140
|
+2%
|
|
|
7
|
Morningstar Investment Services
Chicago,
Illinois
|
$16.9M
|
-$5.27M
|
-226,923
|
-25%
|
|
|
8
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$13.1M
|
+$12.5M
|
+538,143
|
New
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.4M
|
-$1.22M
|
-52,299
|
-10%
|
|
|
10
|
UMB Bank
Kansas City,
Missouri
|
$11.1M
|
+$354K
|
+15,249
|
+3%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$8.6M
|
+$8.23M
|
+354,260
|
New
|
|
|
12
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$6.99M
|
+$6.69M
|
+287,914
|
New
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.66M
|
+$1.12M
|
+48,058
|
+21%
|
|
|
14
|
|
$5.72M
|
-$1.39M
|
-60,023
|
-20%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$3.91M
|
+$406K
|
+17,475
|
+12%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$3.87M
|
-$865K
|
-37,242
|
-19%
|
|
|
17
|
|
$2.8M
|
+$1.66M
|
+71,546
|
+163%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$2.45M
|
-$104K
|
-4,493
|
-4%
|
|
|
19
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.97M
|
-$2.11M
|
-90,719
|
-53%
|
|
|
20
|
Advisor Group
Phoenix,
Arizona
|
$1.95M
|
+$205K
|
+8,841
|
+12%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$1.88M
|
+$132K
|
+5,702
|
+8%
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.69M
|
+$108K
|
+4,640
|
+7%
|
|
|
23
|
Newport Wealth Strategies
Irvine,
California
|
$1.65M
|
-$15.8K
|
-682
|
-1%
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.21M
|
–
|
–
|
–
|
|
|
25
|
|
$1.2M
|
–
|
–
|
–
|
|
