|
1
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$112M
|
+$114M
|
+2,725,650
|
New
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$62.8M
|
+$4.1M
|
+97,800
|
+7%
|
|
|
3
|
Checchi Capital Advisers
Beverly Hills,
California
|
$24.1M
|
-$1.23M
|
-29,288
|
-5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$20.7M
|
+$822K
|
+19,587
|
+4%
|
|
|
5
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$19.5M
|
+$19.9M
|
+474,192
|
New
|
|
|
6
|
Neuberger Berman Group
New York
|
$18.3M
|
+$16.4M
|
+390,404
|
+717%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$15.7M
|
+$6.09M
|
+145,128
|
+61%
|
|
|
8
|
Evoke Wealth
Los Angeles,
California
|
$15.6M
|
+$2.1M
|
+50,094
|
+15%
|
|
|
9
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$13.1M
|
+$6.97M
|
+166,083
|
+108%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$12.7M
|
+$2.39M
|
+57,010
|
+23%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$11.8M
|
+$6M
|
+142,937
|
+98%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$11.3M
|
+$3.91M
|
+93,251
|
+51%
|
|
|
13
|
|
$11M
|
+$6.47M
|
+154,256
|
+136%
|
|
|
14
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$10.3M
|
–
|
–
|
–
|
|
|
15
|
Leuthold Group
Minneapolis,
Minnesota
|
$10.2M
|
-$31.3K
|
-745
|
-0.3%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.84M
|
+$3M
|
+71,496
|
+43%
|
|
|
17
|
|
$9.61M
|
+$2.06M
|
+49,086
|
+26%
|
|
|
18
|
Avos Capital Management
Seattle,
Washington
|
$8.35M
|
+$863K
|
+20,560
|
+11%
|
|
|
19
|
Aspect Partners
Fairfax,
Virginia
|
$8.23M
|
+$393K
|
+9,367
|
+5%
|
|
|
20
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$7.84M
|
+$428K
|
+10,192
|
+6%
|
|
|
21
|
Inscription Capital
Houston,
Texas
|
$7.06M
|
-$316K
|
-7,524
|
-4%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.64M
|
+$372K
|
+8,859
|
+6%
|
|
|
23
|
Jones Financial Companies
Des Peres,
Missouri
|
$6.51M
|
+$1.66M
|
+39,556
|
+33%
|
|
|
24
|
|
$5.74M
|
+$1.19M
|
+28,459
|
+26%
|
|
|
25
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$5.52M
|
-$5.64M
|
-134,497
|
-50%
|
|
