|
1
|
UBS Group
Zurich,
Switzerland
|
$351M
|
+$190M
|
+3,481,216
|
+120%
|
|
|
2
|
|
$187M
|
+$169M
|
+3,093,870
|
+1,001%
|
|
|
3
|
|
$62.8M
|
+$16.5M
|
+302,132
|
+36%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$59.1M
|
+$1.37M
|
+25,070
|
+2%
|
|
|
5
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$30.2M
|
-$5.98M
|
-109,264
|
-17%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$21.6M
|
+$2.58M
|
+47,114
|
+14%
|
|
|
7
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$15.9M
|
+$287K
|
+5,254
|
+2%
|
|
|
8
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$15.6M
|
+$15.5M
|
+283,308
|
New
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$14.7M
|
-$2.63M
|
-48,102
|
-15%
|
|
|
10
|
|
$13.5M
|
+$664K
|
+12,138
|
+5%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.3M
|
+$2.02M
|
+36,890
|
+20%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$11.6M
|
-$6.96M
|
-127,186
|
-38%
|
|
|
13
|
KeyBank National Association
Cleveland,
Ohio
|
$10.4M
|
-$383K
|
-7,002
|
-4%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$9.79M
|
-$3.71M
|
-67,874
|
-27%
|
|
|
15
|
Bank of New York Mellon
New York
|
$9.77M
|
+$4.94M
|
+90,222
|
+103%
|
|
|
16
|
IndexIQ Advisors
New York
|
$8.52M
|
+$375K
|
+6,848
|
+5%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.18M
|
+$3.01M
|
+54,942
|
+58%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.03M
|
-$410K
|
-7,494
|
-5%
|
|
|
19
|
|
$7.78M
|
+$7.13M
|
+130,396
|
+1,167%
|
|
|
20
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$7.46M
|
+$7.43M
|
+135,714
|
New
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.43M
|
+$966K
|
+17,662
|
+18%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$5.73M
|
+$382K
|
+6,982
|
+7%
|
|
|
23
|
Nomura Asset Management
Tokyo,
Japan
|
$5.68M
|
+$2.81M
|
+51,400
|
+99%
|
|
|
24
|
Ashford Capital Management
Wilmington,
Delaware
|
$5.17M
|
+$1.4M
|
+25,602
|
+37%
|
|
|
25
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$4.03M
|
–
|
–
|
–
|
|
