|
1
|
UBS Group
Zurich,
Switzerland
|
$584M
|
+$73.1M
|
+1,332,702
|
+14%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$62.8M
|
-$9.33M
|
-170,198
|
-13%
|
|
|
3
|
|
$43.6M
|
-$491K
|
-8,954
|
-1%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$43.3M
|
+$4.49M
|
+81,804
|
+11%
|
|
|
5
|
|
$31.1M
|
-$12.8M
|
-233,432
|
-29%
|
|
|
6
|
Bank of New York Mellon
New York
|
$26.1M
|
+$3.64M
|
+66,424
|
+16%
|
|
|
7
|
Allianz Asset Management
Munich,
Germany
|
$25.9M
|
+$5.31M
|
+96,904
|
+26%
|
|
|
8
|
AE Wealth Management
Topeka,
Kansas
|
$25.2M
|
+$4.52M
|
+82,396
|
+22%
|
|
|
9
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$25.1M
|
+$4.91M
|
+89,546
|
+24%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$23.4M
|
+$3.48M
|
+63,500
|
+17%
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$17.5M
|
-$3.1M
|
-56,476
|
-15%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$15.4M
|
-$1.2M
|
-21,884
|
-7%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.9M
|
+$3.32M
|
+60,490
|
+31%
|
|
|
14
|
|
$13.5M
|
-$7.37M
|
-134,320
|
-35%
|
|
|
15
|
|
$11.2M
|
+$4.78M
|
+87,136
|
+74%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$10.6M
|
-$1.9M
|
-34,712
|
-15%
|
|
|
17
|
KeyBank National Association
Cleveland,
Ohio
|
$9.58M
|
-$59.2K
|
-1,080
|
-0.6%
|
|
|
18
|
IndexIQ Advisors
New York
|
$9.06M
|
-$244K
|
-4,458
|
-3%
|
|
|
19
|
Destination Wealth Management
Walnut Creek,
California
|
$8.55M
|
+$264K
|
+4,810
|
+3%
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$7.58M
|
-$48M
|
-876,016
|
-86%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$7.44M
|
+$1.68M
|
+30,616
|
+29%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$6.15M
|
-$44.6K
|
-814
|
-0.7%
|
|
|
23
|
Ashford Capital Management
Wilmington,
Delaware
|
$5.84M
|
-$937K
|
-17,082
|
-14%
|
|
|
24
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$5.33M
|
+$197K
|
+3,600
|
+4%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.84M
|
-$247K
|
-4,502
|
-6%
|
|
