|
1
|
Bank of America
Charlotte,
North Carolina
|
$460M
|
-$25.2M
|
-1,002,621
|
-5%
|
|
|
2
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$158M
|
–
|
–
|
–
|
|
|
3
|
|
$124M
|
-$12.7M
|
-504,239
|
-9%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$67.8M
|
-$8.6M
|
-342,631
|
-10%
|
|
|
5
|
Congress Wealth Management
Boston,
Massachusetts
|
$39.4M
|
-$1.63M
|
-64,887
|
-4%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$35.5M
|
-$4.36M
|
-173,662
|
-10%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$30.2M
|
+$10.9M
|
+435,717
|
+50%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$29.2M
|
-$11.5M
|
-456,098
|
-26%
|
|
|
9
|
|
$26.8M
|
+$963K
|
+38,367
|
+3%
|
|
|
10
|
|
$26.6M
|
+$2.7M
|
+107,371
|
+10%
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$26.5M
|
-$553K
|
-22,028
|
-2%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20.6M
|
-$2.73M
|
-108,544
|
-11%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20M
|
-$8M
|
-318,562
|
-27%
|
|
|
14
|
Evolution Wealth Advisors
Aventura,
Florida
|
$18.7M
|
-$474K
|
-18,891
|
-2%
|
|
|
15
|
Destination Wealth Management
Walnut Creek,
California
|
$18.3M
|
+$607K
|
+24,175
|
+3%
|
|
|
16
|
Meitav Investment House
Bene-Beraq,
Israel
|
$17.2M
|
–
|
–
|
–
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$16.4M
|
+$190K
|
+7,548
|
+1%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$15.8M
|
-$395K
|
-15,741
|
-2%
|
|
|
19
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$13.7M
|
-$39.5K
|
-1,574
|
-0.3%
|
|
|
20
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$12.4M
|
+$13.5M
|
+536,301
|
+21,980%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.6M
|
-$3.4M
|
-135,375
|
-21%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$11.5M
|
-$4.84M
|
-192,773
|
-28%
|
|
|
23
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
|
$11.1M
|
–
|
–
|
–
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.9M
|
-$19.1M
|
-761,425
|
-62%
|
|
|
25
|
William Blair & Company
Chicago,
Illinois
|
$10.2M
|
-$238K
|
-9,484
|
-2%
|
|
