|
1
|
Bank of America
Charlotte,
North Carolina
|
$655M
|
+$12.6M
|
+404,138
|
+2%
|
|
|
2
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$543M
|
+$51.6M
|
+1,657,486
|
+12%
|
|
|
3
|
|
$258M
|
+$13.8M
|
+443,469
|
+6%
|
|
|
4
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$236M
|
–
|
–
|
–
|
|
|
5
|
LPL Financial
San Diego,
California
|
$187M
|
-$23.2M
|
-743,820
|
-12%
|
|
|
6
|
Congress Wealth Management
Boston,
Massachusetts
|
$102M
|
+$14.4M
|
+463,636
|
+19%
|
|
|
7
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$92.3M
|
+$11.3M
|
+362,821
|
+16%
|
|
|
8
|
Meitav Investment House
Bene-Beraq,
Israel
|
$72.7M
|
+$12.4M
|
+397,578
|
+23%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$72.5M
|
+$6.48M
|
+208,079
|
+11%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$49.7M
|
+$4.78M
|
+153,508
|
+12%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$47.4M
|
+$8.45M
|
+271,303
|
+25%
|
|
|
12
|
|
$42.9M
|
-$2.68M
|
-86,084
|
-6%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$42.6M
|
+$1.41M
|
+45,212
|
+4%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$38.2M
|
+$1.31M
|
+42,152
|
+4%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$38.2M
|
-$1.21M
|
-38,735
|
-3%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$35.9M
|
+$1.83M
|
+58,683
|
+6%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$35.7M
|
+$1.91M
|
+61,480
|
+6%
|
|
|
18
|
Evolution Wealth Advisors
Aventura,
Florida
|
$26.9M
|
-$28K
|
-901
|
-0.1%
|
|
|
19
|
Destination Wealth Management
Walnut Creek,
California
|
$24.8M
|
-$208K
|
-6,690
|
-0.9%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$23.2M
|
-$11.4M
|
-367,174
|
-35%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$20.5M
|
+$2.32M
|
+74,647
|
+14%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$19.6M
|
+$4.65M
|
+149,256
|
+35%
|
|
|
23
|
Schroder Investment Management Group
London,
United Kingdom
|
$17.5M
|
+$520K
|
+16,705
|
+3%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$17.1M
|
+$623K
|
+19,997
|
+4%
|
|
|
25
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
|
$16.6M
|
–
|
–
|
–
|
|
