|
1
|
Bank of America
Charlotte,
North Carolina
|
$412M
|
+$41.1M
|
+2,690,697
|
+11%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$325M
|
-$24.4M
|
-1,592,319
|
-7%
|
|
|
3
|
|
$175M
|
-$1.86M
|
-121,344
|
-1%
|
|
|
4
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$133M
|
+$23.2M
|
+1,518,026
|
+21%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$96.2M
|
+$19.2M
|
+1,252,613
|
+25%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$58.7M
|
+$14M
|
+915,237
|
+31%
|
|
|
7
|
|
$50.1M
|
+$8.15M
|
+532,677
|
+19%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$43.8M
|
+$1.99M
|
+129,939
|
+5%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$43.3M
|
+$5.12M
|
+334,789
|
+13%
|
|
|
10
|
Huntington National Bank
Columbus,
Ohio
|
$37M
|
–
|
–
|
–
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$35.2M
|
-$147K
|
-9,605
|
-0.4%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$25.8M
|
-$230K
|
-15,031
|
-0.9%
|
|
|
13
|
Prudential Financial
Newark,
New Jersey
|
$25.2M
|
+$927K
|
+60,600
|
+4%
|
|
|
14
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$22.2M
|
+$7.26M
|
+474,408
|
+48%
|
|
|
15
|
Cornerstone Financial Partners
Huntersville,
North Carolina
|
$19.6M
|
-$59.1K
|
-3,865
|
-0.3%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.9M
|
+$663K
|
+43,377
|
+4%
|
|
|
17
|
MSI Financial Services
Springfield,
Massachusetts
|
$15.4M
|
+$1.38M
|
+90,497
|
+10%
|
|
|
18
|
Bessemer Group
Woodbridge,
New Jersey
|
$15.1M
|
+$15M
|
+984,000
|
+6,150%
|
|
|
19
|
Avidian Wealth Enterprises
Houston,
Texas
|
$12.5M
|
+$143K
|
+9,353
|
+1%
|
|
|
20
|
KCM Investment Advisors
Greenbrae,
California
|
$12.2M
|
+$2.63M
|
+171,780
|
+27%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.9M
|
+$1.3M
|
+85,218
|
+13%
|
|
|
22
|
Geneva Advisors
Chicago,
Illinois
|
$10.8M
|
+$2.17M
|
+141,756
|
+25%
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$10.6M
|
+$383K
|
+25,019
|
+4%
|
|
|
24
|
FundX Investment Group
San Francisco,
California
|
$10.5M
|
+$956K
|
+62,493
|
+10%
|
|
|
25
|
Buffington Mohr McNeal
Boise,
Idaho
|
$10.3M
|
+$204K
|
+13,316
|
+2%
|
|
