|
1
|
Bank of America
Charlotte,
North Carolina
|
$804M
|
+$43.4M
|
+1,199,924
|
+6%
|
|
|
2
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$698M
|
+$68.1M
|
+1,882,015
|
+12%
|
|
|
3
|
|
$314M
|
+$15.2M
|
+420,413
|
+6%
|
|
|
4
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$272M
|
–
|
–
|
–
|
|
|
5
|
LPL Financial
San Diego,
California
|
$243M
|
+$24.8M
|
+683,805
|
+13%
|
|
|
6
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$112M
|
+$5.63M
|
+155,655
|
+6%
|
|
|
7
|
Principal Financial Group
Des Moines,
Iowa
|
$103M
|
+$93.8M
|
+2,590,000
|
New
|
|
|
8
|
Meitav Investment House
Bene-Beraq,
Israel
|
$97.7M
|
+$12.7M
|
+350,000
|
+17%
|
|
|
9
|
Congress Wealth Management
Boston,
Massachusetts
|
$95.9M
|
-$19.8M
|
-548,267
|
-19%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$90.8M
|
+$6.38M
|
+176,272
|
+8%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$66.3M
|
+$8.1M
|
+223,773
|
+16%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$56.2M
|
+$1.32M
|
+36,602
|
+3%
|
|
|
13
|
|
$54.8M
|
+$5M
|
+138,238
|
+11%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$50.6M
|
+$8.59M
|
+237,216
|
+23%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$49.9M
|
+$638K
|
+17,630
|
+1%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$45.4M
|
+$1.12M
|
+30,877
|
+3%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$43.1M
|
-$936K
|
-25,851
|
-2%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$43.1M
|
+$1.45M
|
+40,116
|
+4%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$36.7M
|
+$25.5M
|
+705,438
|
+325%
|
|
|
20
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$34M
|
+$30.9M
|
+854,373
|
New
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$32.1M
|
+$4.85M
|
+134,094
|
+20%
|
|
|
22
|
Evolution Wealth Advisors
Aventura,
Florida
|
$31.1M
|
+$48.2K
|
+1,331
|
+0.2%
|
|
|
23
|
Destination Wealth Management
Walnut Creek,
California
|
$27.9M
|
-$719K
|
-19,857
|
-3%
|
|
|
24
|
First Interstate Bank
Billings,
Montana
|
$25.9M
|
+$23.6M
|
+651,479
|
New
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$24.8M
|
+$947K
|
+26,151
|
+4%
|
|
