|
1
|
UBS Group
Zurich,
Switzerland
|
$592M
|
+$17.8M
|
+331,870
|
+3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$63M
|
+$1.33M
|
+24,742
|
+2%
|
|
|
3
|
|
$50.9M
|
+$7.99M
|
+148,700
|
+19%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$46.3M
|
+$3.76M
|
+69,948
|
+9%
|
|
|
5
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$34.6M
|
+$10M
|
+186,090
|
+40%
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$34.3M
|
+$9.53M
|
+177,306
|
+38%
|
|
|
7
|
|
$30.1M
|
-$415K
|
-7,714
|
-1%
|
|
|
8
|
Allianz Asset Management
Munich,
Germany
|
$26.7M
|
+$1.25M
|
+23,274
|
+5%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$25.7M
|
+$2.77M
|
+51,530
|
+12%
|
|
|
10
|
Bank of New York Mellon
New York
|
$23.2M
|
-$2.52M
|
-46,942
|
-10%
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$18.5M
|
+$1.25M
|
+23,228
|
+7%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.3M
|
-$317K
|
-5,902
|
-2%
|
|
|
13
|
|
$13.1M
|
-$189K
|
-3,512
|
-1%
|
|
|
14
|
|
$11.8M
|
+$848K
|
+15,784
|
+8%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$10.5M
|
+$130K
|
+2,416
|
+1%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$8.89M
|
-$6.23M
|
-115,850
|
-41%
|
|
|
17
|
KeyBank National Association
Cleveland,
Ohio
|
$8.85M
|
-$570K
|
-10,612
|
-6%
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$8.24M
|
+$789K
|
+14,686
|
+11%
|
|
|
19
|
Destination Wealth Management
Walnut Creek,
California
|
$7.39M
|
-$1.02M
|
-19,032
|
-12%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$6.83M
|
-$494K
|
-9,186
|
-7%
|
|
|
21
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$6.12M
|
+$69.7M
|
+1,296,686
|
+10,931%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$5.77M
|
-$283K
|
-5,258
|
-5%
|
|
|
23
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$5.43M
|
+$193K
|
+3,600
|
+4%
|
|
|
24
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.58M
|
–
|
–
|
–
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.54M
|
-$236K
|
-4,394
|
-6%
|
|
