|
1
|
Northern Trust
Chicago,
Illinois
|
$248M
|
+$4.46M
|
+176,691
|
+2%
|
|
|
2
|
KeyBank National Association
Cleveland,
Ohio
|
$49.3M
|
+$4.23M
|
+167,475
|
+10%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$33.1M
|
-$4.63M
|
-183,169
|
-12%
|
|
|
4
|
3D/L Capital Management
Hartford,
Connecticut
|
$24.7M
|
+$24.3M
|
+960,149
|
+96,692%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$21.9M
|
+$5.37M
|
+212,594
|
+33%
|
|
|
6
|
Lenox Wealth Advisors
New York
|
$15.6M
|
+$562K
|
+22,269
|
+4%
|
|
|
7
|
UMB Bank
Kansas City,
Missouri
|
$11.4M
|
+$2.25M
|
+89,069
|
+25%
|
|
|
8
|
|
$10.6M
|
-$303K
|
-12,015
|
-3%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.35M
|
-$371K
|
-14,680
|
-4%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$5.92M
|
-$250K
|
-9,898
|
-4%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$5.39M
|
+$5.3M
|
+209,695
|
New
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$4.96M
|
+$409K
|
+16,207
|
+9%
|
|
|
13
|
Columbus Macro
New Castle,
Pennsylvania
|
$4.53M
|
-$824K
|
-32,628
|
-16%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.11M
|
-$1.22M
|
-48,313
|
-23%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.7M
|
+$42.6K
|
+1,685
|
+1%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$3.51M
|
+$658K
|
+26,045
|
+24%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$1.81M
|
-$11.5K
|
-457
|
-0.6%
|
|
|
18
|
Citizens Business Bank
Ontario,
California
|
$1.73M
|
-$2.76M
|
-109,447
|
-62%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$1.42M
|
+$90K
|
+3,564
|
+7%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.21M
|
-$494K
|
-19,574
|
-29%
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.21M
|
–
|
–
|
–
|
|
|
22
|
Newport Wealth Strategies
Irvine,
California
|
$1.2M
|
+$1.18M
|
+46,830
|
New
|
|
|
23
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.13M
|
+$491K
|
+19,421
|
+80%
|
|
|
24
|
RVW Wealth
Los Angeles,
California
|
$1M
|
+$199K
|
+7,859
|
+35%
|
|
|
25
|
NBT Bank
Norwich,
New York
|
$866K
|
-$39.3K
|
-1,555
|
-4%
|
|
