|
1
|
Clal Insurance
Tel-Aviv,
Israel
|
$118M
|
+$60.8M
|
+3,242,000
|
+90%
|
|
|
2
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$4.79M
|
-$13.9K
|
-743
|
-0.3%
|
|
|
3
|
Morningstar Investment Management
Chicago,
Illinois
|
$4.62M
|
+$976K
|
+52,083
|
+24%
|
|
|
4
|
Main Management ETF Advisors
San Francisco,
California
|
$3.89M
|
+$4.23M
|
+225,675
|
New
|
|
|
5
|
|
$3.76M
|
+$3.18M
|
+169,765
|
+351%
|
|
|
6
|
Innealta Capital
Austin,
Texas
|
$1.74M
|
-$600
|
-32
|
-0%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$1.72M
|
+$448K
|
+23,888
|
+32%
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$1.47M
|
+$290K
|
+15,474
|
+22%
|
|
|
9
|
Zurich Insurance Group
Zurich,
Switzerland
|
$1.28M
|
–
|
–
|
–
|
|
|
10
|
Glovista Investments
Jersey City,
New Jersey
|
$1.02M
|
-$217K
|
-11,578
|
-16%
|
|
|
11
|
|
$688K
|
+$221K
|
+11,791
|
+42%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$381K
|
+$3.8K
|
+203
|
+0.9%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$303K
|
-$153K
|
-8,161
|
-32%
|
|
|
14
|
Avantax Advisory Services
Dallas,
Texas
|
$282K
|
+$17.8K
|
+950
|
+6%
|
|
|
15
|
PGIM Custom Harvest
Newark,
New Jersey
|
$267K
|
+$290K
|
+15,471
|
New
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$263K
|
-$24.9K
|
-1,328
|
-8%
|
|
|
17
|
Seed Wealth Management
Evanston,
Illinois
|
$259K
|
+$282K
|
+15,050
|
New
|
|
|
18
|
Knollwood Investment Advisory
Hunt Valley,
Maryland
|
$241K
|
+$262K
|
+14,000
|
New
|
|
|
19
|
M&T Bank
Buffalo,
New York
|
$225K
|
–
|
–
|
–
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$204K
|
–
|
–
|
–
|
|
|
21
|
Global Retirement Partners
San Rafael,
California
|
$68.2K
|
-$12.5K
|
-665
|
-14%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$27.9K
|
+$22.5K
|
+1,202
|
+290%
|
|
|
23
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$5.17K
|
+$5.62K
|
+300
|
New
|
|
|
24
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$3K
|
+$37
|
+2
|
+1%
|
|
|
25
|
Simplex Trading
Chicago,
Illinois
|
$3K
|
+$1.87K
|
+100
|
+100%
|
|
