|
1
|
Bank of America
Charlotte,
North Carolina
|
$748M
|
+$255K
|
+6,673
|
+0%
|
|
|
2
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$726M
|
+$73.8M
|
+1,928,517
|
+11%
|
|
|
3
|
|
$305M
|
+$13.4M
|
+350,800
|
+4%
|
|
|
4
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$253M
|
–
|
–
|
–
|
|
|
5
|
Clal Insurance
Tel-Aviv,
Israel
|
$223M
|
+$230M
|
+6,000,000
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$210M
|
-$16.9M
|
-441,649
|
-7%
|
|
|
7
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$118M
|
+$122M
|
+3,180,115
|
New
|
|
|
8
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$110M
|
+$6.29M
|
+164,472
|
+6%
|
|
|
9
|
Meitav Investment House
Bene-Beraq,
Israel
|
$99.9M
|
+$9.26M
|
+242,141
|
+10%
|
|
|
10
|
Principal Financial Group
Des Moines,
Iowa
|
$95.9M
|
–
|
–
|
–
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$89M
|
+$4.68M
|
+122,396
|
+5%
|
|
|
12
|
Congress Wealth Management
Boston,
Massachusetts
|
$87.3M
|
-$1.92M
|
-50,079
|
-2%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$68.3M
|
+$6.91M
|
+180,566
|
+11%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$59.6M
|
+$7.58M
|
+198,255
|
+14%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$52.2M
|
+$10.3M
|
+270,315
|
+24%
|
|
|
16
|
|
$47.3M
|
-$3.89M
|
-101,586
|
-7%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$42.8M
|
+$2.87M
|
+74,979
|
+7%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$40.4M
|
-$6.13M
|
-160,334
|
-13%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$39.4M
|
-$722K
|
-18,882
|
-2%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$36.5M
|
-$11M
|
-286,769
|
-23%
|
|
|
21
|
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
|
$34.8M
|
+$16.4M
|
+430,000
|
+84%
|
|
|
22
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$34.7M
|
+$3.09M
|
+80,721
|
+9%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$32.6M
|
-$1.64M
|
-42,776
|
-5%
|
|
|
24
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$30.5M
|
+$15.1M
|
+395,477
|
+92%
|
|
|
25
|
Evolution Wealth Advisors
Aventura,
Florida
|
$28.8M
|
-$125K
|
-3,258
|
-0.4%
|
|
