|
1
|
Bank of America
Charlotte,
North Carolina
|
$374M
|
+$25.3M
|
+1,682,531
|
+7%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$352M
|
+$44.4M
|
+2,955,718
|
+15%
|
|
|
3
|
|
$178M
|
+$38.8M
|
+2,586,283
|
+28%
|
|
|
4
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$111M
|
+$27.2M
|
+1,812,112
|
+33%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$77.8M
|
-$3.9M
|
-259,540
|
-5%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$45M
|
+$12.1M
|
+805,455
|
+37%
|
|
|
7
|
|
$42.4M
|
+$9.83M
|
+654,465
|
+31%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$42.2M
|
+$5.76M
|
+383,516
|
+16%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$38.5M
|
-$36M
|
-2,395,580
|
-49%
|
|
|
10
|
Huntington National Bank
Columbus,
Ohio
|
$38.1M
|
–
|
–
|
–
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$35.7M
|
-$682K
|
-45,386
|
-2%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$26.2M
|
+$1.36M
|
+90,589
|
+6%
|
|
|
13
|
Prudential Financial
Newark,
New Jersey
|
$24.5M
|
+$6.64M
|
+442,170
|
+38%
|
|
|
14
|
Cornerstone Financial Partners
Huntersville,
North Carolina
|
$19.8M
|
+$138K
|
+9,172
|
+0.7%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.4M
|
-$2.4M
|
-159,942
|
-12%
|
|
|
16
|
WBI Investments
Red Bank,
New Jersey
|
$15.2M
|
-$307K
|
-20,454
|
-2%
|
|
|
17
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$15.2M
|
+$8.8M
|
+586,242
|
+144%
|
|
|
18
|
MSI Financial Services
Springfield,
Massachusetts
|
$14.1M
|
+$4.5M
|
+299,807
|
+48%
|
|
|
19
|
Avidian Wealth Enterprises
Houston,
Texas
|
$12.5M
|
+$59.1K
|
+3,939
|
+0.5%
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$10.3M
|
-$1.01M
|
-67,235
|
-9%
|
|
|
21
|
Buffington Mohr McNeal
Boise,
Idaho
|
$10.2M
|
+$65.5K
|
+4,359
|
+0.7%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.73M
|
-$1.77M
|
-117,791
|
-16%
|
|
|
23
|
FundX Investment Group
San Francisco,
California
|
$9.64M
|
+$5.59M
|
+372,298
|
+143%
|
|
|
24
|
KCM Investment Advisors
Greenbrae,
California
|
$9.63M
|
+$1.21M
|
+80,894
|
+15%
|
|
|
25
|
Guggenheim Capital
Chicago,
Illinois
|
$9.52M
|
-$129K
|
-8,623
|
-1%
|
|
