|
1
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$301M
|
+$301M
|
+3,000,000
|
New
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$150M
|
+$1.99M
|
+19,843
|
+1%
|
|
|
3
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$90.7M
|
+$90.8M
|
+906,065
|
New
|
|
|
4
|
LPL Financial
San Diego,
California
|
$83.8M
|
-$5.22M
|
-52,034
|
-6%
|
|
|
5
|
Capital Investment Advisors
Atlanta,
Georgia
|
$72M
|
+$19.5M
|
+194,179
|
+37%
|
|
|
6
|
RHL Group
Holly,
Michigan
|
$63.5M
|
+$63.6M
|
+634,197
|
New
|
|
|
7
|
Advisor OS
Chicago,
Illinois
|
$35.5M
|
-$5.5M
|
-54,822
|
-13%
|
|
|
8
|
MJP Associates
Farmington,
Connecticut
|
$35.5M
|
-$4.52M
|
-45,131
|
-11%
|
|
|
9
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$31.6M
|
-$7.46M
|
-74,381
|
-19%
|
|
|
10
|
49 Wealth Management
Austin,
Texas
|
$30.4M
|
-$16.5M
|
-164,317
|
-35%
|
|
|
11
|
3EDGE Asset Management
Naples,
Florida
|
$26.3M
|
+$21.9M
|
+218,102
|
+484%
|
|
|
12
|
Peterson Wealth Advisors
Orem,
Utah
|
$24.4M
|
+$2.14M
|
+21,374
|
+10%
|
|
|
13
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$22.5M
|
+$14.2M
|
+142,000
|
+171%
|
|
|
14
|
Mirae Asset Global ETFs Holdings
Causeway Bay,
Hong Kong
|
$14.4M
|
-$912K
|
-9,100
|
-6%
|
|
|
15
|
Pacific Sage Partners
Edmonds,
Washington
|
$13.7M
|
+$2.16M
|
+21,504
|
+19%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$11.7M
|
+$1.07M
|
+10,680
|
+10%
|
|
|
17
|
Curtis Advisory Group
Santa Barbara,
California
|
$11.7M
|
+$2.93M
|
+29,277
|
+33%
|
|
|
18
|
APS Management Group
Torrance,
California
|
$11.7M
|
-$715K
|
-7,137
|
-6%
|
|
|
19
|
Guild Investment Management
Los Angeles,
California
|
$11.3M
|
+$803K
|
+8,010
|
+8%
|
|
|
20
|
Stapp Wealth Management
Olympia,
Washington
|
$10.9M
|
+$297K
|
+2,958
|
+3%
|
|
|
21
|
Harbour Investments
Madison,
Wisconsin
|
$10.9M
|
+$858K
|
+8,560
|
+9%
|
|
|
22
|
Alaethes Wealth
Glenbrook,
Nevada
|
$10.6M
|
-$1.03M
|
-10,257
|
-9%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.3M
|
-$1.83M
|
-18,261
|
-15%
|
|
|
24
|
Farther Finance Advisors
San Francisco,
California
|
$9.8M
|
+$977K
|
+9,751
|
+11%
|
|
|
25
|
Perennial Investment Advisors
Los Angeles,
California
|
$9.79M
|
-$1.15M
|
-11,444
|
-10%
|
|
