|
1
|
Northern Trust
Chicago,
Illinois
|
$263M
|
+$5.21M
|
+203,367
|
+2%
|
|
|
2
|
KeyBank National Association
Cleveland,
Ohio
|
$62.5M
|
+$5.98M
|
+233,405
|
+11%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$36.7M
|
+$647K
|
+25,253
|
+2%
|
|
|
4
|
3D/L Capital Management
Hartford,
Connecticut
|
$24.3M
|
+$291K
|
+11,361
|
+1%
|
|
|
5
|
Lenox Wealth Advisors
New York
|
$23.1M
|
+$469K
|
+18,317
|
+2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$18.7M
|
+$534K
|
+20,860
|
+3%
|
|
|
7
|
UMB Bank
Kansas City,
Missouri
|
$15M
|
-$379K
|
-14,802
|
-2%
|
|
|
8
|
|
$10.8M
|
-$149K
|
-5,814
|
-1%
|
|
|
9
|
Allworth Financial
Folsom,
California
|
$9.07M
|
-$132K
|
-5,140
|
-1%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.25M
|
+$26.7K
|
+1,042
|
+0.4%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$6.54M
|
+$525K
|
+20,481
|
+9%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$5.18M
|
-$313K
|
-12,220
|
-6%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$4.07M
|
+$499K
|
+19,482
|
+14%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.72M
|
+$16.3K
|
+638
|
+0.4%
|
|
|
15
|
Red Tortoise LLC
Atlanta,
Georgia
|
$3.07M
|
+$260K
|
+10,132
|
+9%
|
|
|
16
|
RVW Wealth
Los Angeles,
California
|
$2.01M
|
+$520K
|
+20,292
|
+35%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$1.84M
|
-$436
|
-17
|
-0%
|
|
|
18
|
Fortress Wealth Management
Culver City,
California
|
$1.75M
|
+$1.76M
|
+68,510
|
New
|
|
|
19
|
Angeles Investment Advisors
Santa Monica,
California
|
$1.72M
|
–
|
–
|
–
|
|
|
20
|
Citizens Business Bank
Ontario,
California
|
$1.72M
|
–
|
–
|
–
|
|
|
21
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.62M
|
+$79.8K
|
+3,116
|
+5%
|
|
|
22
|
XML Financial
Bethesda,
Maryland
|
$1.55M
|
+$12.2K
|
+475
|
+0.8%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$1.51M
|
+$43.4K
|
+1,693
|
+3%
|
|
|
24
|
|
$1.5M
|
+$1.51M
|
+58,799
|
New
|
|
|
25
|
Bank of New York Mellon
New York
|
$1.39M
|
+$630K
|
+24,581
|
+83%
|
|
