|
1
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.18B
|
+$41.7M
|
+868,412
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.18B
|
+$16.1M
|
+336,454
|
+1%
|
|
|
3
|
|
$488M
|
+$13.8M
|
+288,691
|
+3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$365M
|
+$16.3M
|
+340,014
|
+5%
|
|
|
5
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$299M
|
+$81.3M
|
+1,694,808
|
+37%
|
|
|
6
|
|
$226M
|
+$53.1M
|
+1,106,276
|
+30%
|
|
|
7
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$175M
|
+$11M
|
+229,481
|
+7%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$145M
|
+$49.4K
|
+1,029
|
+0%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$139M
|
+$38.2M
|
+797,196
|
+38%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$106M
|
-$1.18M
|
-24,702
|
-1%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$100M
|
-$6.78M
|
-141,387
|
-6%
|
|
|
12
|
Waddell & Associates
Memphis,
Tennessee
|
$91.6M
|
+$1.22M
|
+25,372
|
+1%
|
|
|
13
|
Clal Insurance
Tel-Aviv,
Israel
|
$89.6M
|
-$29.8M
|
-622,000
|
-25%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$87.3M
|
-$4.85M
|
-101,207
|
-5%
|
|
|
15
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$84.8M
|
+$30.6M
|
+638,160
|
+57%
|
|
|
16
|
RiverFront Investment Group
Richmond,
Virginia
|
$71.4M
|
+$2.39M
|
+49,905
|
+3%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$71.2M
|
-$747K
|
-15,570
|
-1%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$70.2M
|
+$2.54M
|
+53,038
|
+4%
|
|
|
19
|
First Interstate Bank
Billings,
Montana
|
$58M
|
+$728K
|
+15,183
|
+1%
|
|
|
20
|
Meitav Investment House
Bene-Beraq,
Israel
|
$57.6M
|
+$9.31M
|
+194,091
|
+19%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$51.6M
|
-$3.16M
|
-65,889
|
-6%
|
|
|
22
|
Principal Financial Group
Des Moines,
Iowa
|
$51.3M
|
–
|
–
|
–
|
|
|
23
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$49.5M
|
+$1.99M
|
+41,513
|
+4%
|
|
|
24
|
Axxcess Wealth Management
Carlsbad,
California
|
$49.1M
|
+$1.8M
|
+37,573
|
+4%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$47.1M
|
+$4.2M
|
+87,488
|
+10%
|
|
