|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.48B
|
-$18.3M
|
-326,058
|
-1%
|
|
|
2
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.44B
|
+$15.6M
|
+278,739
|
+1%
|
|
|
3
|
|
$686M
|
+$55.3M
|
+984,538
|
+9%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$567M
|
+$52.8M
|
+940,837
|
+11%
|
|
|
5
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$527M
|
–
|
–
|
–
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$300M
|
+$56.2M
|
+1,001,544
|
+25%
|
|
|
7
|
|
$263M
|
-$108M
|
-1,915,629
|
-30%
|
|
|
8
|
CIBC Bancorp USA
Chicago,
Illinois
|
$248M
|
+$15.6M
|
+278,717
|
+7%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$212M
|
+$17.3M
|
+308,957
|
+9%
|
|
|
10
|
Focus Partners Wealth
Boston,
Massachusetts
|
$180M
|
+$139M
|
+2,470,824
|
+419%
|
|
|
11
|
Meitav Investment House
Bene-Beraq,
Israel
|
$167M
|
+$90.4M
|
+1,611,000
|
+132%
|
|
|
12
|
RiverFront Investment Group
Richmond,
Virginia
|
$160M
|
+$61.6M
|
+1,096,642
|
+67%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$139M
|
-$5.43M
|
-96,770
|
-4%
|
|
|
14
|
Principal Financial Group
Des Moines,
Iowa
|
$137M
|
+$42.6M
|
+759,000
|
+48%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$131M
|
+$12.8M
|
+227,929
|
+11%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$116M
|
+$20.1M
|
+358,435
|
+22%
|
|
|
17
|
Waddell & Associates
Memphis,
Tennessee
|
$116M
|
-$243K
|
-4,326
|
-0.2%
|
|
|
18
|
Clal Insurance
Tel-Aviv,
Israel
|
$110M
|
–
|
–
|
–
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$110M
|
+$18.3M
|
+325,331
|
+21%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$109M
|
+$6.63M
|
+118,138
|
+7%
|
|
|
21
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$109M
|
+$1.72M
|
+30,612
|
+2%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$100M
|
+$22.6M
|
+401,860
|
+31%
|
|
|
23
|
Kestra Investment Management
Austin,
Texas
|
$97M
|
-$58.9M
|
-1,049,025
|
-39%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$82.9M
|
+$11.5M
|
+204,070
|
+17%
|
|
|
25
|
Axxcess Wealth Management
Carlsbad,
California
|
$62.4M
|
+$2.28M
|
+40,665
|
+4%
|
|
