|
1
|
Northern Trust
Chicago,
Illinois
|
$243M
|
-$3.09M
|
-125,583
|
-1%
|
|
|
2
|
KeyBank National Association
Cleveland,
Ohio
|
$62.4M
|
+$4.22M
|
+171,083
|
+7%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$34.6M
|
+$347K
|
+14,070
|
+1%
|
|
|
4
|
Lenox Wealth Advisors
New York
|
$24.1M
|
+$2.49M
|
+101,154
|
+11%
|
|
|
5
|
3D/L Capital Management
Hartford,
Connecticut
|
$22.4M
|
-$388K
|
-15,745
|
-2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$18.2M
|
+$722K
|
+29,321
|
+4%
|
|
|
7
|
UMB Bank
Kansas City,
Missouri
|
$15.5M
|
+$1.56M
|
+63,193
|
+11%
|
|
|
8
|
|
$11.6M
|
+$1.55M
|
+62,856
|
+15%
|
|
|
9
|
Allworth Financial
Folsom,
California
|
$8.4M
|
-$69.7K
|
-2,830
|
-0.8%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.88M
|
+$1.16M
|
+46,988
|
+17%
|
|
|
11
|
|
$7.29M
|
+$6.08M
|
+246,683
|
+420%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$6.34M
|
+$240K
|
+9,758
|
+4%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$5.16M
|
+$1.41M
|
+57,177
|
+36%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$4.97M
|
+$135K
|
+5,485
|
+3%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.65M
|
+$180K
|
+7,303
|
+5%
|
|
|
16
|
Bank of New York Mellon
New York
|
$2.35M
|
+$1.09M
|
+44,068
|
+81%
|
|
|
17
|
RVW Wealth
Los Angeles,
California
|
$1.92M
|
+$40.5K
|
+1,643
|
+2%
|
|
|
18
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.81M
|
+$312K
|
+12,655
|
+20%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$1.77M
|
+$47K
|
+1,908
|
+3%
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.66M
|
+$499K
|
+20,234
|
+41%
|
|
|
21
|
Fortress Wealth Management
Culver City,
California
|
$1.62M
|
-$14.2K
|
-577
|
-0.8%
|
|
|
22
|
Angeles Investment Advisors
Santa Monica,
California
|
$1.6M
|
–
|
–
|
–
|
|
|
23
|
Citizens Business Bank
Ontario,
California
|
$1.6M
|
–
|
–
|
–
|
|
|
24
|
LPL Financial
San Diego,
California
|
$1.6M
|
+$192K
|
+7,804
|
+13%
|
|
|
25
|
XML Financial
Bethesda,
Maryland
|
$1.49M
|
+$39.4K
|
+1,600
|
+3%
|
|
