|
1
|
Bank of America
Charlotte,
North Carolina
|
$506M
|
-$22.1M
|
-843,614
|
-4%
|
|
|
2
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$182M
|
–
|
–
|
–
|
|
|
3
|
|
$138M
|
-$4.59M
|
-175,292
|
-3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$76.4M
|
-$1.43M
|
-54,448
|
-2%
|
|
|
5
|
Congress Wealth Management
Boston,
Massachusetts
|
$44.4M
|
-$845K
|
-32,251
|
-2%
|
|
|
6
|
Portfolio Strategies
Monsey,
New York
|
$37.6M
|
+$21.8M
|
+833,674
|
+142%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$34.1M
|
-$6.57M
|
-250,628
|
-16%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$32.5M
|
-$2.2M
|
-84,063
|
-6%
|
|
|
9
|
|
$32.1M
|
+$1.35M
|
+51,456
|
+4%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$30.8M
|
+$364K
|
+13,891
|
+1%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$30.5M
|
-$3.04M
|
-116,036
|
-9%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$23.6M
|
+$22.1M
|
+841,710
|
+29,186%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$22.3M
|
-$1.34M
|
-51,166
|
-6%
|
|
|
14
|
Evolution Wealth Advisors
Aventura,
Florida
|
$21.3M
|
-$149K
|
-5,680
|
-0.7%
|
|
|
15
|
Destination Wealth Management
Walnut Creek,
California
|
$20.5M
|
-$466K
|
-17,800
|
-2%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$20.4M
|
+$1.55M
|
+59,057
|
+8%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.9M
|
-$3.05M
|
-116,356
|
-13%
|
|
|
18
|
Meitav Investment House
Bene-Beraq,
Israel
|
$19.8M
|
–
|
–
|
–
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$16.9M
|
-$1.23M
|
-46,960
|
-7%
|
|
|
20
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$15.4M
|
+$9.76M
|
+372,455
|
+69%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.4M
|
+$2.04M
|
+77,979
|
+15%
|
|
|
22
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$14.8M
|
-$1.01M
|
-38,712
|
-6%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.6M
|
+$1.98M
|
+75,699
|
+16%
|
|
|
24
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
|
$12.8M
|
–
|
–
|
–
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$11.9M
|
-$1.31M
|
-49,951
|
-10%
|
|
