|
1
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$41.7M
|
+$45M
|
+1,090,000
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$23.6M
|
-$1.19M
|
-28,912
|
-4%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.58M
|
+$8.19M
|
+198,290
|
New
|
|
|
4
|
|
$6.55M
|
+$3.79M
|
+91,738
|
+115%
|
|
|
5
|
Cantor Fitzgerald Investment Advisors
New York
|
$6.23M
|
+$6.73M
|
+162,990
|
New
|
|
|
6
|
DeGreen Capital Management
Scottsdale,
Arizona
|
$6.19M
|
+$6.69M
|
+161,968
|
New
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$3.57M
|
+$2.99M
|
+72,446
|
+345%
|
|
|
8
|
Parametric Portfolio Associates
Seattle,
Washington
|
$3.53M
|
+$3.81M
|
+92,322
|
New
|
|
|
9
|
Kalos Management
Alpharetta,
Georgia
|
$3.08M
|
-$93.2K
|
-2,256
|
-3%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$1.94M
|
+$2.09M
|
+50,658
|
New
|
|
|
11
|
|
$1.76M
|
-$239K
|
-5,796
|
-11%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$897K
|
–
|
–
|
–
|
|
|
13
|
LPL Financial
San Diego,
California
|
$827K
|
-$559K
|
-13,536
|
-38%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$528K
|
+$569K
|
+13,770
|
New
|
|
|
15
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$461K
|
-$20K
|
-484
|
-4%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$456K
|
-$270K
|
-6,526
|
-35%
|
|
|
17
|
Squar Milner Financial Services
Irvine,
California
|
$449K
|
-$51.8K
|
-1,254
|
-10%
|
|
|
18
|
Procyon Advisors
Shelton,
Connecticut
|
$419K
|
+$453K
|
+10,960
|
New
|
|
|
19
|
Bellecapital
Zurich,
Switzerland
|
$417K
|
+$7.44K
|
+180
|
+2%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$375K
|
+$405K
|
+9,814
|
New
|
|
|
21
|
Belpointe Asset Management
Reno,
Nevada
|
$141K
|
+$152K
|
+3,686
|
New
|
|
|
22
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$94K
|
–
|
–
|
–
|
|
|
23
|
Evolution Wealth Advisors
Aventura,
Florida
|
$42K
|
-$45.6K
|
-1,104
|
-50%
|
|
|
24
|
WhitTier Trust Company
Reno,
Nevada
|
$37K
|
–
|
–
|
–
|
|
|
25
|
Whittier Trust
South Pasadena,
California
|
$35K
|
–
|
–
|
–
|
|
