|
1
|
Bank of America
Charlotte,
North Carolina
|
$565M
|
+$4.28M
|
+135,410
|
+0.7%
|
|
|
2
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$438M
|
+$75.7M
|
+2,396,753
|
+21%
|
|
|
3
|
|
$214M
|
+$45.9M
|
+1,452,495
|
+26%
|
|
|
4
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$208M
|
+$32
|
+1
|
+0%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$188M
|
+$44.2M
|
+1,400,747
|
+29%
|
|
|
6
|
|
$138M
|
+$29.4M
|
+932,741
|
+26%
|
|
|
7
|
Congress Wealth Management
Boston,
Massachusetts
|
$75.7M
|
-$1.47M
|
-46,425
|
-2%
|
|
|
8
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$70.4M
|
+$14M
|
+442,409
|
+24%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$57.6M
|
+$5.07M
|
+160,686
|
+9%
|
|
|
10
|
Meitav Investment House
Bene-Beraq,
Israel
|
$52.5M
|
+$30.6M
|
+969,863
|
+132%
|
|
|
11
|
|
$40.2M
|
+$3.03M
|
+96,084
|
+8%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$39.1M
|
+$6.59M
|
+208,753
|
+19%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$36.1M
|
+$1.88M
|
+59,502
|
+5%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$34.9M
|
-$2.38M
|
-75,458
|
-6%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$33.5M
|
+$2.7M
|
+85,611
|
+8%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$32.4M
|
+$4.15M
|
+131,500
|
+14%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$31.6M
|
+$11M
|
+349,109
|
+51%
|
|
|
18
|
Portfolio Strategies
Monsey,
New York
|
$30.1M
|
+$72K
|
+2,280
|
+0.2%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$29.9M
|
+$1.15M
|
+36,567
|
+4%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$29.6M
|
+$4.17M
|
+132,201
|
+16%
|
|
|
21
|
Evolution Wealth Advisors
Aventura,
Florida
|
$23.7M
|
+$10.9K
|
+345
|
+0%
|
|
|
22
|
Destination Wealth Management
Walnut Creek,
California
|
$22.1M
|
-$888K
|
-28,132
|
-4%
|
|
|
23
|
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
|
$19.7M
|
–
|
–
|
–
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$15.8M
|
+$5.43M
|
+171,852
|
+49%
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$15.5M
|
-$1.08M
|
-34,227
|
-6%
|
|
