|
1
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$98.9M
|
+$94.6M
|
+2,788,734
|
+6,239%
|
|
|
2
|
|
$80.1M
|
-$1.06M
|
-31,200
|
-1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$79.1M
|
+$2.45M
|
+72,270
|
+3%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$52M
|
+$280K
|
+8,238
|
+0.6%
|
|
|
5
|
Destination Wealth Management
Walnut Creek,
California
|
$50M
|
-$1.31M
|
-38,670
|
-3%
|
|
|
6
|
|
$49.1M
|
-$10.8M
|
-319,104
|
-18%
|
|
|
7
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$39.5M
|
+$754K
|
+22,230
|
+2%
|
|
|
8
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$33.7M
|
–
|
–
|
–
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$30.2M
|
-$1.65M
|
-48,642
|
-5%
|
|
|
10
|
|
$27.4M
|
–
|
–
|
–
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$24.5M
|
+$1.23M
|
+36,318
|
+5%
|
|
|
12
|
|
$23.2M
|
+$19.8M
|
+584,694
|
+740%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$13.9M
|
+$3.27M
|
+96,450
|
+32%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$12.5M
|
+$3.41M
|
+100,470
|
+39%
|
|
|
15
|
CIBC World Market
Toronto,
Ontario, Canada
|
$9.63M
|
+$1.11M
|
+32,622
|
+13%
|
|
|
16
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$9.47M
|
-$202K
|
-5,940
|
-2%
|
|
|
17
|
|
$7.86M
|
-$326K
|
-9,600
|
-4%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.68M
|
+$127K
|
+3,756
|
+2%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6.05M
|
+$309K
|
+9,114
|
+6%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$5.8M
|
-$225K
|
-6,618
|
-4%
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.75M
|
+$4.25M
|
+125,274
|
+317%
|
|
|
22
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$5.65M
|
-$42.8K
|
-1,260
|
-0.8%
|
|
|
23
|
Lazard Asset Management
New York
|
$5.59M
|
+$4.89K
|
+144
|
+0.1%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$5.45M
|
+$2.18M
|
+64,218
|
+70%
|
|
|
25
|
Bailard
Foster City,
California
|
$5.37M
|
+$126K
|
+3,720
|
+2%
|
|
