|
1
|
Bank of America
Charlotte,
North Carolina
|
$240M
|
+$4.34M
|
+230,886
|
+2%
|
|
|
2
|
|
$94.1M
|
-$13.7M
|
-730,038
|
-12%
|
|
|
3
|
Clal Insurance
Tel-Aviv,
Israel
|
$66.3M
|
–
|
–
|
–
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$45.3M
|
-$1.08M
|
-57,614
|
-2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$27M
|
-$2.85M
|
-151,815
|
-9%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26.5M
|
-$2.78M
|
-147,633
|
-9%
|
|
|
7
|
Rockefeller Capital Management
New York
|
$25.9M
|
+$1.35M
|
+71,636
|
+5%
|
|
|
8
|
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
$25.7M
|
–
|
–
|
–
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$24.6M
|
+$766K
|
+40,728
|
+3%
|
|
|
10
|
Arlington Financial Advisors
Santa Barbara,
California
|
$24.4M
|
+$382K
|
+20,293
|
+2%
|
|
|
11
|
|
$23.9M
|
+$1.14M
|
+60,574
|
+5%
|
|
|
12
|
Money Design
Tokyo,
Japan
|
$23.6M
|
-$1.44M
|
-76,723
|
-6%
|
|
|
13
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$22.7M
|
-$417K
|
-22,154
|
-2%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$22.3M
|
-$1.69M
|
-89,944
|
-7%
|
|
|
15
|
|
$19.5M
|
+$8.66M
|
+460,766
|
+77%
|
|
|
16
|
Total Wealth Planning
Cincinnati,
Ohio
|
$19.4M
|
+$1.38M
|
+73,369
|
+7%
|
|
|
17
|
BNP Paribas Financial Markets
Paris,
France
|
$18.7M
|
+$8.74M
|
+464,701
|
+84%
|
|
|
18
|
Criteria Caixa
Barcelona,
Spain
|
$16M
|
–
|
–
|
–
|
|
|
19
|
Element Pointe Advisors
Miami,
Florida
|
$14.7M
|
+$673K
|
+35,790
|
+5%
|
|
|
20
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$14M
|
+$1.97M
|
+104,788
|
+15%
|
|
|
21
|
HSBC Holdings
London,
United Kingdom
|
$13.6M
|
+$1.19M
|
+63,107
|
+10%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.1M
|
+$37.7K
|
+2,007
|
+0.3%
|
|
|
23
|
Tobias Financial Advisors
Plantation,
Florida
|
$11.7M
|
+$165K
|
+8,785
|
+1%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.6M
|
-$761K
|
-40,445
|
-6%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11.4M
|
-$129K
|
-6,852
|
-1%
|
|
