|
1
|
Bank of America
Charlotte,
North Carolina
|
$130M
|
+$74.2M
|
+5,264,813
|
+131%
|
|
|
2
|
|
$58.8M
|
-$23.6M
|
-1,677,696
|
-29%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$39.2M
|
-$700K
|
-49,705
|
-2%
|
|
|
4
|
BNP Paribas Financial Markets
Paris,
France
|
$21.5M
|
-$11.4M
|
-811,911
|
-35%
|
|
|
5
|
|
$20.3M
|
+$10.2M
|
+725,658
|
+100%
|
|
|
6
|
Perbak Capital Partners
London,
United Kingdom
|
$19.5M
|
+$19.7M
|
+1,395,557
|
New
|
|
|
7
|
Total Wealth Planning
Cincinnati,
Ohio
|
$19.4M
|
+$1.8M
|
+127,760
|
+10%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.8M
|
+$1.5M
|
+106,779
|
+9%
|
|
|
9
|
Money Design
Tokyo,
Japan
|
$16.4M
|
-$356K
|
-25,238
|
-2%
|
|
|
10
|
Sparta 24 Ltd
Tirat Hacarmel,
Israel
|
$15M
|
+$15.2M
|
+1,076,300
|
New
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.9M
|
-$709K
|
-50,322
|
-5%
|
|
|
12
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$14.3M
|
+$1.23M
|
+87,562
|
+9%
|
|
|
13
|
Criteria Caixa
Barcelona,
Spain
|
$12.1M
|
–
|
–
|
–
|
|
|
14
|
LPL Financial
San Diego,
California
|
$11.8M
|
-$2.72M
|
-192,892
|
-19%
|
|
|
15
|
|
$9.54M
|
-$8.49M
|
-602,707
|
-47%
|
|
|
16
|
|
$9.02M
|
+$3.19M
|
+226,758
|
+54%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.68M
|
+$678K
|
+48,142
|
+8%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$8.63M
|
-$4.68M
|
-332,010
|
-35%
|
|
|
19
|
|
$7.63M
|
+$7.69M
|
+545,665
|
New
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.3M
|
+$79K
|
+5,608
|
+1%
|
|
|
21
|
HSBC Holdings
London,
United Kingdom
|
$6.27M
|
-$3.9M
|
-276,565
|
-38%
|
|
|
22
|
Wealthfront Advisers
Palo Alto,
California
|
$6.03M
|
+$1.69M
|
+119,862
|
+38%
|
|
|
23
|
CX Institutional
Auburn,
Indiana
|
$5.96M
|
+$562K
|
+39,916
|
+10%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$5.94M
|
-$410K
|
-29,083
|
-6%
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.08M
|
-$988K
|
-70,148
|
-16%
|
|
