|
1
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$3.76M
|
-$46K
|
-1,160
|
-1%
|
|
|
2
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$3.51M
|
+$660K
|
+16,625
|
+24%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$3.1M
|
-$63.2K
|
-1,592
|
-2%
|
|
|
4
|
|
$3.1M
|
+$27.1K
|
+683
|
+0.9%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$2.27M
|
+$113K
|
+2,849
|
+5%
|
|
|
6
|
Perigon Wealth Management
San Francisco,
California
|
$1.85M
|
-$7.38K
|
-186
|
-0.4%
|
|
|
7
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$1.29M
|
+$172K
|
+4,326
|
+16%
|
|
|
8
|
SeaCrest Wealth Management
Purchase,
New York
|
$1.11M
|
–
|
–
|
–
|
|
|
9
|
PFG Investments
Woodbury,
New York
|
$945K
|
+$14.8K
|
+372
|
+2%
|
|
|
10
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$885K
|
–
|
–
|
–
|
|
|
11
|
Pacific Sun Financial
Los Angeles,
California
|
$838K
|
+$47.6K
|
+1,200
|
+6%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$589K
|
-$116K
|
-2,931
|
-17%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$585K
|
-$28.9K
|
-727
|
-5%
|
|
|
14
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$476K
|
-$134K
|
-3,385
|
-23%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$464K
|
+$13K
|
+328
|
+3%
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$418K
|
+$7.42K
|
+187
|
+2%
|
|
|
17
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$389K
|
+$374K
|
+9,433
|
New
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$354K
|
+$4.45K
|
+112
|
+1%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$321K
|
–
|
–
|
–
|
|
|
20
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$318K
|
–
|
–
|
–
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
$279K
|
-$130K
|
-3,275
|
-33%
|
|
|
22
|
EP Wealth Advisors
Torrance,
California
|
$241K
|
+$232K
|
+5,843
|
New
|
|
|
23
|
Sonoma Allocations
Santa Rosa,
California
|
$228K
|
+$219K
|
+5,509
|
New
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$154K
|
-$22.4K
|
-565
|
-13%
|
|
|
25
|
Global Retirement Partners
San Rafael,
California
|
$115K
|
+$111K
|
+2,784
|
New
|
|
