|
1
|
Northern Trust
Chicago,
Illinois
|
$229M
|
-$16.6M
|
-741,155
|
-7%
|
|
|
2
|
KeyBank National Association
Cleveland,
Ohio
|
$42.3M
|
+$11.3K
|
+506
|
+0%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$35.6M
|
+$1.22M
|
+54,551
|
+4%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$15.5M
|
+$304K
|
+13,619
|
+2%
|
|
|
5
|
Lenox Wealth Advisors
New York
|
$14.1M
|
+$345K
|
+15,420
|
+3%
|
|
|
6
|
|
$10.3M
|
-$2.96M
|
-132,364
|
-24%
|
|
|
7
|
Shone Asset Management
Walnut Creek,
California
|
$8.72M
|
+$188K
|
+8,397
|
+2%
|
|
|
8
|
UMB Bank
Kansas City,
Missouri
|
$8.61M
|
-$1.6M
|
-71,597
|
-17%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.21M
|
+$262K
|
+11,741
|
+4%
|
|
|
10
|
|
$8.18M
|
+$5.02M
|
+224,458
|
+197%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$5.8M
|
-$1.38M
|
-61,936
|
-20%
|
|
|
12
|
Columbus Macro
New Castle,
Pennsylvania
|
$5.04M
|
+$79.1K
|
+3,538
|
+2%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.03M
|
+$4.66M
|
+208,299
|
New
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$4.28M
|
+$214K
|
+9,596
|
+6%
|
|
|
15
|
Citizens Business Bank
Ontario,
California
|
$4.27M
|
–
|
–
|
–
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.44M
|
+$549K
|
+24,552
|
+21%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$2.67M
|
-$36.1K
|
-1,617
|
-1%
|
|
|
18
|
First Foundation Advisors
Irvine,
California
|
$2.44M
|
+$2.25M
|
+100,870
|
New
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$1.72M
|
-$39.5K
|
-1,767
|
-2%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.61M
|
-$29.4K
|
-1,314
|
-2%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$1.25M
|
-$189K
|
-8,471
|
-14%
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.21M
|
–
|
–
|
–
|
|
|
23
|
Flow Traders U.S.
New York
|
$1.01M
|
+$938K
|
+41,962
|
New
|
|
|
24
|
RVW Wealth
Los Angeles,
California
|
$1M
|
+$506K
|
+22,647
|
New
|
|
|
25
|
NBT Bank
Norwich,
New York
|
$853K
|
+$136K
|
+6,070
|
+21%
|
|
