|
1
|
UBS Group
Zurich,
Switzerland
|
$426M
|
+$68.4M
|
+1,231,520
|
+19%
|
|
|
2
|
|
$210M
|
+$19.5M
|
+351,404
|
+10%
|
|
|
3
|
|
$64.9M
|
+$1.09M
|
+19,644
|
+2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$61.1M
|
+$1.07M
|
+19,304
|
+2%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$59.1M
|
+$47.1M
|
+848,666
|
+404%
|
|
|
6
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$26.7M
|
-$3.91M
|
-70,486
|
-13%
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$26M
|
+$4.07M
|
+73,288
|
+19%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$15.4M
|
+$484K
|
+8,718
|
+3%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$14.5M
|
+$2.08M
|
+37,514
|
+17%
|
|
|
10
|
|
$14.4M
|
+$654K
|
+11,772
|
+5%
|
|
|
11
|
AE Wealth Management
Topeka,
Kansas
|
$13.2M
|
+$13.1M
|
+235,816
|
New
|
|
|
12
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$13.1M
|
+$13M
|
+234,998
|
New
|
|
|
13
|
Bank of New York Mellon
New York
|
$12.9M
|
+$2.97M
|
+53,512
|
+30%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$10.6M
|
+$585K
|
+10,532
|
+6%
|
|
|
15
|
KeyBank National Association
Cleveland,
Ohio
|
$10.1M
|
-$439K
|
-7,902
|
-4%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.11M
|
+$942K
|
+16,960
|
+12%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.45M
|
+$132K
|
+2,378
|
+2%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.08M
|
+$540K
|
+9,716
|
+8%
|
|
|
19
|
|
$6.91M
|
-$994K
|
-17,908
|
-13%
|
|
|
20
|
Ashford Capital Management
Wilmington,
Delaware
|
$6.42M
|
+$1.16M
|
+20,952
|
+22%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$6.02M
|
+$198K
|
+3,566
|
+3%
|
|
|
22
|
Destination Wealth Management
Walnut Creek,
California
|
$5.57M
|
+$5.54M
|
+99,786
|
New
|
|
|
23
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$4.86M
|
-$2.71M
|
-48,718
|
-36%
|
|
|
24
|
IndexIQ Advisors
New York
|
$4.48M
|
-$4.15M
|
-74,814
|
-48%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$4.11M
|
+$4.09M
|
+73,598
|
New
|
|
