|
1
|
Creative Planning
Overland Park,
Kansas
|
$1.71B
|
+$139M
|
+3,318,723
|
+9%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$792M
|
-$7.02M
|
-167,739
|
-0.9%
|
|
|
3
|
|
$281M
|
+$1.67M
|
+40,022
|
+0.6%
|
|
|
4
|
Phoenix Financial
Givatayim,
Israel
|
$198M
|
+$99.3M
|
+2,373,000
|
+102%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$176M
|
-$1.54M
|
-36,697
|
-0.9%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$165M
|
+$11.2M
|
+266,968
|
+7%
|
|
|
7
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$133M
|
+$3.04M
|
+72,690
|
+2%
|
|
|
8
|
BNP Paribas Financial Markets
Paris,
France
|
$132M
|
+$31.3M
|
+749,372
|
+31%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$101M
|
+$4.23M
|
+101,172
|
+4%
|
|
|
10
|
|
$88M
|
-$8.84M
|
-211,383
|
-9%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$85.7M
|
+$20.6M
|
+492,497
|
+32%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$84.8M
|
+$60.9M
|
+1,454,703
|
+261%
|
|
|
13
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$68.7M
|
+$359K
|
+8,585
|
+0.5%
|
|
|
14
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$62.1M
|
+$6.7M
|
+160,082
|
+12%
|
|
|
15
|
Capital Investment Advisors
Atlanta,
Georgia
|
$59.9M
|
+$3.67M
|
+87,800
|
+7%
|
|
|
16
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$55M
|
+$1.06M
|
+25,361
|
+2%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$53.1M
|
+$3.13M
|
+74,767
|
+6%
|
|
|
18
|
|
$50.6M
|
+$20.6M
|
+493,255
|
+70%
|
|
|
19
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$48.5M
|
+$15.8K
|
+377
|
+0%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$48.4M
|
+$11.5M
|
+274,791
|
+31%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$47.8M
|
+$40.4M
|
+966,049
|
+575%
|
|
|
22
|
ALPS Advisors
Denver,
Colorado
|
$47.8M
|
+$297K
|
+7,105
|
+0.6%
|
|
|
23
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
$47M
|
+$46.7M
|
+1,115,571
|
New
|
|
|
24
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$46.2M
|
+$28.3M
|
+676,750
|
+161%
|
|
|
25
|
Advisory Alpha
Holland,
Michigan
|
$43M
|
+$2.57M
|
+61,399
|
+6%
|
|
