|
1
|
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
|
$20.7M
|
+$18M
|
+1,260,000
|
New
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$16.9M
|
+$1.4M
|
+97,716
|
+10%
|
|
|
3
|
|
$11.7M
|
+$1.98M
|
+138,306
|
+24%
|
|
|
4
|
Intrua Financial
Houston,
Texas
|
$9.52M
|
+$9.66M
|
+675,416
|
New
|
|
|
5
|
Grand Central Investment Group
Tampa,
Florida
|
$8.13M
|
+$64.5K
|
+4,506
|
+0.9%
|
|
|
6
|
WealthShield Partners
Cary,
North Carolina
|
$7.46M
|
+$6.51M
|
+455,023
|
New
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$6.87M
|
+$2.16M
|
+151,035
|
+56%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$6.57M
|
-$609K
|
-42,549
|
-10%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$5.08M
|
+$284K
|
+19,824
|
+7%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.11M
|
+$489K
|
+34,157
|
+16%
|
|
|
11
|
Windmill Hill Asset Management
Waddesdon,
United Kingdom
|
$3.52M
|
–
|
–
|
–
|
|
|
12
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$3.45M
|
-$64.1K
|
-4,482
|
-2%
|
|
|
13
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$3.4M
|
+$2.96M
|
+207,042
|
New
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$3M
|
+$1.37M
|
+96,079
|
+110%
|
|
|
15
|
Cetera Advisor Networks
El Segundo,
California
|
$2.46M
|
+$2.14M
|
+149,680
|
New
|
|
|
16
|
Steward Partners Investment Advisory
New York
|
$1.93M
|
-$169K
|
-11,829
|
-9%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$1.89M
|
+$1.28M
|
+89,797
|
+349%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$1.75M
|
-$55.8K
|
-3,897
|
-4%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.45M
|
+$131K
|
+9,180
|
+12%
|
|
|
20
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.38M
|
+$474K
|
+33,124
|
+65%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.31M
|
+$769K
|
+53,760
|
+205%
|
|
|
22
|
Great Diamond Partners
Portland,
Maine
|
$1.25M
|
+$103K
|
+7,196
|
+10%
|
|
|
23
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$1.06M
|
-$75.8K
|
-5,300
|
-8%
|
|
|
24
|
Blueshift Asset Management
Red Bank,
New Jersey
|
$1.03M
|
+$549K
|
+38,377
|
+156%
|
|
|
25
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$889K
|
+$20K
|
+1,401
|
+3%
|
|
