|
1
|
Northern Trust
Chicago,
Illinois
|
$211M
|
-$14.5M
|
-686,393
|
-6%
|
|
|
2
|
KeyBank National Association
Cleveland,
Ohio
|
$36.2M
|
+$2.29M
|
+108,809
|
+7%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29.3M
|
-$701K
|
-33,243
|
-2%
|
|
|
4
|
3D Asset Management
Hartford,
Connecticut
|
$21.9M
|
-$1.37M
|
-64,864
|
-6%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$13M
|
+$225K
|
+10,680
|
+2%
|
|
|
6
|
Lenox Wealth Advisors
New York
|
$11.8M
|
+$1.23M
|
+58,520
|
+11%
|
|
|
7
|
|
$11.5M
|
+$1.59M
|
+75,197
|
+16%
|
|
|
8
|
UMB Bank
Kansas City,
Missouri
|
$8.61M
|
–
|
–
|
–
|
|
|
9
|
Shone Asset Management
Walnut Creek,
California
|
$7.37M
|
+$337K
|
+15,964
|
+5%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.78M
|
+$452K
|
+21,440
|
+7%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$6.25M
|
+$6.02M
|
+285,675
|
+1,728%
|
|
|
12
|
First Allied Advisory Services
San Diego,
California
|
$4.32M
|
+$4.4M
|
+208,903
|
New
|
|
|
13
|
Columbus Macro
New Castle,
Pennsylvania
|
$4.24M
|
+$4.33M
|
+205,236
|
New
|
|
|
14
|
Citizens Business Bank
Ontario,
California
|
$3.65M
|
–
|
–
|
–
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$3.46M
|
+$43.9K
|
+2,080
|
+1%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.44M
|
+$28.9K
|
+1,369
|
+1%
|
|
|
17
|
|
$2.36M
|
-$4.52M
|
-214,525
|
-65%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$2.32M
|
+$99.4K
|
+4,713
|
+4%
|
|
|
19
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$2.28M
|
-$483K
|
-22,907
|
-17%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$1.5M
|
-$66K
|
-3,130
|
-4%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.4M
|
-$316K
|
-15,000
|
-18%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$1.24M
|
+$88.1K
|
+4,177
|
+7%
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.21M
|
–
|
–
|
–
|
|
|
24
|
|
$1.02M
|
–
|
–
|
–
|
|
|
25
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$649K
|
-$11.3K
|
-535
|
-2%
|
|
