|
1
|
Bank of America
Charlotte,
North Carolina
|
$580M
|
+$69.8M
|
+2,458,092
|
+15%
|
|
|
2
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$366M
|
+$75.2M
|
+2,648,558
|
+30%
|
|
|
3
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$215M
|
-$18.8K
|
-661
|
-0%
|
|
|
4
|
|
$175M
|
+$7.94M
|
+279,699
|
+5%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$150M
|
+$25.2M
|
+886,739
|
+23%
|
|
|
6
|
|
$113M
|
+$96.8M
|
+3,410,033
|
+1,796%
|
|
|
7
|
Congress Wealth Management
Boston,
Massachusetts
|
$79.8M
|
+$773K
|
+27,226
|
+1%
|
|
|
8
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$58.9M
|
+$18.5M
|
+651,293
|
+53%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$54.6M
|
+$2.98M
|
+104,956
|
+6%
|
|
|
10
|
|
$38.7M
|
+$835K
|
+29,432
|
+2%
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$38.5M
|
+$2.13M
|
+75,022
|
+7%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$35.5M
|
-$1.55M
|
-54,453
|
-5%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$33.9M
|
-$2.17M
|
-76,409
|
-7%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$32M
|
+$2.28M
|
+80,252
|
+9%
|
|
|
15
|
Portfolio Strategies
Monsey,
New York
|
$31M
|
-$11.6M
|
-407,256
|
-29%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$29.8M
|
+$1.04M
|
+36,757
|
+4%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29.4M
|
+$893K
|
+31,467
|
+3%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.4M
|
+$5.42M
|
+190,934
|
+29%
|
|
|
19
|
Evolution Wealth Advisors
Aventura,
Florida
|
$24.5M
|
-$247K
|
-8,695
|
-1%
|
|
|
20
|
Destination Wealth Management
Walnut Creek,
California
|
$23.7M
|
-$322K
|
-11,346
|
-1%
|
|
|
21
|
Meitav Investment House
Bene-Beraq,
Israel
|
$22.9M
|
+$9.62K
|
+339
|
+0%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.7M
|
+$619K
|
+21,815
|
+3%
|
|
|
23
|
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
|
$20.4M
|
+$18.5M
|
+650,000
|
New
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17.1M
|
-$1.24M
|
-43,651
|
-7%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$15.1M
|
+$711K
|
+25,047
|
+6%
|
|
