|
1
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$992M
|
-$15.2M
|
-380,896
|
-2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$986M
|
-$14.3M
|
-356,692
|
-2%
|
|
|
3
|
|
$421M
|
+$4.86M
|
+121,399
|
+1%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$305M
|
+$5.72M
|
+143,041
|
+2%
|
|
|
5
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$198M
|
-$91.6M
|
-2,290,000
|
-34%
|
|
|
6
|
|
$152M
|
+$103M
|
+2,563,976
|
+278%
|
|
|
7
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$141M
|
-$2.36M
|
-58,967
|
-2%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$135M
|
-$8.31M
|
-207,709
|
-6%
|
|
|
9
|
Clal Insurance
Tel-Aviv,
Israel
|
$109M
|
–
|
–
|
–
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$93.7M
|
+$606K
|
+15,147
|
+0.7%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$87.8M
|
+$17.2M
|
+430,335
|
+27%
|
|
|
12
|
Meitav Investment House
Bene-Beraq,
Israel
|
$82M
|
-$32M
|
-800,000
|
-30%
|
|
|
13
|
Waddell & Associates
Memphis,
Tennessee
|
$79.6M
|
+$73.1M
|
+1,826,748
|
New
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$73.8M
|
-$5.18M
|
-129,594
|
-7%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$67.9M
|
+$902K
|
+22,547
|
+1%
|
|
|
16
|
Congress Wealth Management
Boston,
Massachusetts
|
$61.1M
|
+$9.1M
|
+227,349
|
+19%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$60.9M
|
+$3.43M
|
+85,629
|
+7%
|
|
|
18
|
RiverFront Investment Group
Richmond,
Virginia
|
$60.2M
|
+$22.2M
|
+555,867
|
+67%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$52.6M
|
-$5.58M
|
-139,400
|
-10%
|
|
|
20
|
First Interstate Bank
Billings,
Montana
|
$52.1M
|
-$926K
|
-23,152
|
-2%
|
|
|
21
|
Principal Financial Group
Des Moines,
Iowa
|
$46.8M
|
-$107M
|
-2,667,200
|
-71%
|
|
|
22
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$45.5M
|
+$611K
|
+15,268
|
+1%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$39.8M
|
-$694K
|
-17,357
|
-2%
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$39M
|
-$403K
|
-10,066
|
-1%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$37.4M
|
+$2.6M
|
+65,088
|
+8%
|
|
