|
1
|
Northern Trust
Chicago,
Illinois
|
$255M
|
+$3.49M
|
+132,810
|
+1%
|
|
|
2
|
KeyBank National Association
Cleveland,
Ohio
|
$55.7M
|
+$3.49M
|
+132,786
|
+6%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$35.6M
|
+$5.85M
|
+222,174
|
+19%
|
|
|
4
|
3D/L Capital Management
Hartford,
Connecticut
|
$23.7M
|
+$222K
|
+8,439
|
+0.9%
|
|
|
5
|
Wealthspire Advisors (New York)
New York
|
$22.4M
|
+$23.4M
|
+887,704
|
New
|
|
|
6
|
Lenox Wealth Advisors
New York
|
$22.3M
|
+$1.75M
|
+66,567
|
+8%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$17.9M
|
-$2.8M
|
-106,395
|
-13%
|
|
|
8
|
UMB Bank
Kansas City,
Missouri
|
$15.2M
|
+$2.33M
|
+88,544
|
+17%
|
|
|
9
|
|
$10.8M
|
-$114K
|
-4,348
|
-1%
|
|
|
10
|
Allworth Financial
Folsom,
California
|
$9.08M
|
-$192K
|
-7,312
|
-2%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.12M
|
-$1.38M
|
-52,295
|
-16%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$5.93M
|
+$574K
|
+21,813
|
+10%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$5.42M
|
-$221K
|
-8,415
|
-4%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$4.66M
|
+$4.87M
|
+184,975
|
New
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.65M
|
+$50.3K
|
+1,911
|
+1%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$3.52M
|
-$293K
|
-11,143
|
-7%
|
|
|
17
|
Red Tortoise LLC
Atlanta,
Georgia
|
$1.96M
|
+$2.89M
|
+109,859
|
New
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.88M
|
+$1.96M
|
+74,673
|
New
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$1.82M
|
+$26.6K
|
+1,011
|
+1%
|
|
|
20
|
Angeles Investment Advisors
Santa Monica,
California
|
$1.69M
|
–
|
–
|
–
|
|
|
21
|
Citizens Business Bank
Ontario,
California
|
$1.69M
|
–
|
–
|
–
|
|
|
22
|
XML Financial
Bethesda,
Maryland
|
$1.52M
|
+$1.58M
|
+60,201
|
New
|
|
|
23
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.51M
|
+$1.58M
|
+60,111
|
New
|
|
|
24
|
LPL Financial
San Diego,
California
|
$1.45M
|
+$141K
|
+5,373
|
+10%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.29M
|
+$9.6K
|
+365
|
+0.7%
|
|
