|
1
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$69.8M
|
-$751K
|
-12,012
|
-1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$62.4M
|
+$13.7M
|
+219,410
|
+28%
|
|
|
3
|
|
$57.7M
|
-$13.8M
|
-221,160
|
-19%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$53.5M
|
+$53.1M
|
+850,342
|
+2,501,006%
|
|
|
5
|
|
$50.9M
|
+$50.5M
|
+807,564
|
+55,086%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$21.8M
|
-$2.99M
|
-47,880
|
-12%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$18.9M
|
-$8.62M
|
-138,016
|
-32%
|
|
|
8
|
Grimes & Company
Westborough,
Massachusetts
|
$12.1M
|
+$2.26M
|
+36,210
|
+23%
|
|
|
9
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$11.3M
|
+$11.2M
|
+179,566
|
New
|
|
|
10
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$11.1M
|
+$11M
|
+175,654
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$10.5M
|
-$3.04M
|
-48,658
|
-23%
|
|
|
12
|
|
$9.09M
|
+$1.14M
|
+18,256
|
+14%
|
|
|
13
|
Navellier & Associates
Reno,
Nevada
|
$8M
|
+$511K
|
+8,186
|
+7%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.9M
|
-$1.5M
|
-24,062
|
-16%
|
|
|
15
|
Credit Suisse
Zurich,
Switzerland
|
$5.8M
|
+$343K
|
+5,494
|
+6%
|
|
|
16
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$5.63M
|
-$2.66M
|
-42,544
|
-32%
|
|
|
17
|
Scotia Capital
Toronto,
Ontario, Canada
|
$3.75M
|
+$710K
|
+11,356
|
+24%
|
|
|
18
|
Steward Partners Investment Advisory
New York
|
$3.49M
|
+$3.46M
|
+55,434
|
New
|
|
|
19
|
Prospera Financial Services
Dallas,
Texas
|
$3.48M
|
+$995K
|
+15,928
|
+40%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.39M
|
-$323K
|
-5,168
|
-9%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.21M
|
+$1.14M
|
+18,260
|
+56%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$3.13M
|
+$605K
|
+9,678
|
+24%
|
|
|
23
|
Stillwater Capital Advisors
Devon,
Pennsylvania
|
$3M
|
-$1.38M
|
-22,112
|
-32%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.55M
|
-$114K
|
-1,830
|
-4%
|
|
|
25
|
Advisor Group
Phoenix,
Arizona
|
$2.53M
|
-$692K
|
-11,080
|
-22%
|
|
