|
1
|
UBS Group
Zurich,
Switzerland
|
$526M
|
+$47.1M
|
+842,588
|
+10%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$74.1M
|
+$6.01M
|
+107,418
|
+9%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$56.9M
|
+$41M
|
+733,016
|
+260%
|
|
|
4
|
|
$45.4M
|
-$179M
|
-3,205,564
|
-80%
|
|
|
5
|
|
$45M
|
-$2.69M
|
-48,034
|
-6%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$39.9M
|
+$9.6M
|
+171,606
|
+32%
|
|
|
7
|
Bank of New York Mellon
New York
|
$23.1M
|
+$6.95M
|
+124,138
|
+43%
|
|
|
8
|
|
$21.4M
|
+$538K
|
+9,614
|
+3%
|
|
|
9
|
AE Wealth Management
Topeka,
Kansas
|
$21.3M
|
+$2.55M
|
+45,556
|
+14%
|
|
|
10
|
Allianz Asset Management
Munich,
Germany
|
$21.2M
|
+$11.7M
|
+209,476
|
+124%
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$21.2M
|
-$3.75M
|
-67,024
|
-15%
|
|
|
12
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$20.8M
|
+$20.8M
|
+371,054
|
New
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$20.5M
|
+$3.18M
|
+56,894
|
+18%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$17M
|
-$53.4K
|
-954
|
-0.3%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$12.7M
|
+$519K
|
+9,284
|
+4%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.9M
|
+$970K
|
+17,334
|
+10%
|
|
|
17
|
KeyBank National Association
Cleveland,
Ohio
|
$9.91M
|
+$70.4K
|
+1,258
|
+0.7%
|
|
|
18
|
IndexIQ Advisors
New York
|
$9.57M
|
+$2.97M
|
+53,110
|
+45%
|
|
|
19
|
Destination Wealth Management
Walnut Creek,
California
|
$8.52M
|
+$76.2K
|
+1,362
|
+0.9%
|
|
|
20
|
Ashford Capital Management
Wilmington,
Delaware
|
$6.96M
|
+$673K
|
+12,020
|
+11%
|
|
|
21
|
|
$6.61M
|
-$383K
|
-6,844
|
-5%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$6.37M
|
+$144K
|
+2,570
|
+2%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$5.94M
|
+$1.28M
|
+22,932
|
+28%
|
|
|
24
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$5.28M
|
+$448K
|
+8,000
|
+9%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.2M
|
-$3.35M
|
-59,954
|
-44%
|
|
