|
1
|
UBS Group
Zurich,
Switzerland
|
$479M
|
+$51.7M
|
+921,976
|
+12%
|
|
|
2
|
|
$225M
|
+$14.6M
|
+261,104
|
+7%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$68.2M
|
+$6.71M
|
+119,844
|
+11%
|
|
|
4
|
|
$47.8M
|
-$17.4M
|
-310,908
|
-27%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$30.3M
|
+$4.17M
|
+74,454
|
+16%
|
|
|
6
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$25M
|
-$1.92M
|
-34,214
|
-7%
|
|
|
7
|
|
$20.9M
|
+$6.42M
|
+114,554
|
+44%
|
|
|
8
|
AE Wealth Management
Topeka,
Kansas
|
$18.8M
|
+$5.55M
|
+98,982
|
+42%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$17.3M
|
+$2.69M
|
+47,964
|
+18%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$17.1M
|
+$1.59M
|
+28,338
|
+10%
|
|
|
11
|
Bank of New York Mellon
New York
|
$16.2M
|
+$3.22M
|
+57,412
|
+25%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$15.8M
|
-$43.5M
|
-776,676
|
-73%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$12.3M
|
+$1.65M
|
+29,462
|
+16%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.9M
|
+$1.41M
|
+25,158
|
+17%
|
|
|
15
|
KeyBank National Association
Cleveland,
Ohio
|
$9.86M
|
-$332K
|
-5,920
|
-3%
|
|
|
16
|
Allianz Asset Management
Munich,
Germany
|
$9.44M
|
+$9.43M
|
+168,296
|
New
|
|
|
17
|
Destination Wealth Management
Walnut Creek,
California
|
$8.46M
|
+$2.86M
|
+50,986
|
+51%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.57M
|
+$461K
|
+8,222
|
+6%
|
|
|
19
|
|
$7.01M
|
+$68.6K
|
+1,224
|
+1%
|
|
|
20
|
IndexIQ Advisors
New York
|
$6.61M
|
+$2.1M
|
+37,410
|
+47%
|
|
|
21
|
Ashford Capital Management
Wilmington,
Delaware
|
$6.3M
|
-$159K
|
-2,838
|
-2%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$6.24M
|
+$192K
|
+3,432
|
+3%
|
|
|
23
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$4.84M
|
+$717K
|
+12,800
|
+17%
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$4.66M
|
+$530K
|
+9,452
|
+13%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.59M
|
-$4.55M
|
-81,182
|
-50%
|
|
