|
1
|
Northern Trust
Chicago,
Illinois
|
$212M
|
-$18.2M
|
-828,359
|
-6%
|
|
|
2
|
KeyBank National Association
Cleveland,
Ohio
|
$34.9M
|
+$202K
|
+9,190
|
+0.5%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.6M
|
-$108M
|
-4,898,963
|
-79%
|
|
|
4
|
3D Asset Management
Hartford,
Connecticut
|
$21.5M
|
+$5.88M
|
+267,491
|
+28%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$12.5M
|
-$2.28M
|
-103,663
|
-13%
|
|
|
6
|
|
$8.72M
|
+$5.64M
|
+256,598
|
+109%
|
|
|
7
|
Lenox Wealth Advisors
New York
|
$8.21M
|
-$30.4M
|
-1,384,553
|
-75%
|
|
|
8
|
UMB Bank
Kansas City,
Missouri
|
$7.55M
|
-$641K
|
-29,146
|
-6%
|
|
|
9
|
Shone Asset Management
Walnut Creek,
California
|
$5.71M
|
+$6.7M
|
+304,808
|
New
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.54M
|
-$3.44M
|
-156,585
|
-33%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$3.17M
|
+$389K
|
+17,682
|
+11%
|
|
|
12
|
Citizens Business Bank
Ontario,
California
|
$3.13M
|
+$3.88M
|
+176,647
|
New
|
|
|
13
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$2.83M
|
-$2.81M
|
-127,969
|
-44%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.59M
|
+$3.22M
|
+146,394
|
New
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.34M
|
-$3.13M
|
-142,263
|
-52%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.82M
|
+$2.03M
|
+92,365
|
+912%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$1.81M
|
+$20.8K
|
+947
|
+0.9%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$1.46M
|
+$114K
|
+5,198
|
+7%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.21M
|
–
|
–
|
–
|
|
|
20
|
LPL Financial
San Diego,
California
|
$899K
|
-$2.39M
|
-108,600
|
-68%
|
|
|
21
|
|
$875K
|
–
|
–
|
–
|
|
|
22
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$640K
|
+$14.3K
|
+652
|
+2%
|
|
|
23
|
CVA Family Office
Denver,
Colorado
|
$619K
|
–
|
–
|
–
|
|
|
24
|
NBT Bank
Norwich,
New York
|
$554K
|
–
|
–
|
–
|
|
|
25
|
Koshinski Asset Management
Decatur,
Illinois
|
$537K
|
-$130K
|
-5,904
|
-16%
|
|
