|
1
|
Bank of America
Charlotte,
North Carolina
|
$453M
|
-$87.7M
|
-3,093,950
|
-16%
|
|
|
2
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$255M
|
+$230M
|
+8,133,193
|
+963%
|
|
|
3
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$194M
|
-$14.2K
|
-500
|
-0%
|
|
|
4
|
|
$150M
|
+$2.23M
|
+78,878
|
+2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$110M
|
+$28.4M
|
+1,002,106
|
+35%
|
|
|
6
|
Congress Wealth Management
Boston,
Massachusetts
|
$71.2M
|
+$23.6M
|
+834,330
|
+50%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$46.2M
|
+$9.7M
|
+342,434
|
+27%
|
|
|
8
|
Portfolio Strategies
Monsey,
New York
|
$39.5M
|
-$707K
|
-24,955
|
-2%
|
|
|
9
|
|
$34M
|
-$202K
|
-7,140
|
-0.6%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$33.6M
|
-$1.17M
|
-41,238
|
-3%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$32.7M
|
+$121K
|
+4,288
|
+0.4%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$32.6M
|
-$433K
|
-15,266
|
-1%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$26.6M
|
+$4.76M
|
+168,133
|
+22%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$25.8M
|
+$1.92M
|
+67,911
|
+8%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25.6M
|
+$4.33M
|
+152,950
|
+20%
|
|
|
16
|
Evolution Wealth Advisors
Aventura,
Florida
|
$22.4M
|
-$441K
|
-15,580
|
-2%
|
|
|
17
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$22.1M
|
+$8.84M
|
+311,847
|
+34%
|
|
|
18
|
Destination Wealth Management
Walnut Creek,
California
|
$21.7M
|
-$228K
|
-8,064
|
-1%
|
|
|
19
|
Meitav Investment House
Bene-Beraq,
Israel
|
$20.5M
|
-$94.2K
|
-3,325
|
-0.4%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$18.9M
|
+$2.47M
|
+87,119
|
+15%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.4M
|
+$2.85M
|
+100,538
|
+18%
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$16.7M
|
-$1.37M
|
-48,317
|
-8%
|
|
|
23
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
|
$13.4M
|
–
|
–
|
–
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.9M
|
+$1.88M
|
+66,299
|
+17%
|
|
|
25
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$12.8M
|
+$1.91M
|
+67,316
|
+18%
|
|
