|
1
|
Clal Insurance
Tel-Aviv,
Israel
|
$19.7M
|
–
|
–
|
–
|
|
|
2
|
Main Management ETF Advisors
San Francisco,
California
|
$5.15M
|
-$3.62M
|
-190,410
|
-40%
|
|
|
3
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$4.98M
|
-$108K
|
-5,669
|
-2%
|
|
|
4
|
Morningstar Investment Management
Chicago,
Illinois
|
$4.12M
|
-$1.93M
|
-101,634
|
-31%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.27M
|
+$606K
|
+31,891
|
+22%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$1.95M
|
+$19.3K
|
+1,013
|
+1%
|
|
|
7
|
Innealta Capital
Austin,
Texas
|
$1.85M
|
-$57
|
-3
|
-0%
|
|
|
8
|
Private Advisor Group
Morristown,
New Jersey
|
$1.5M
|
+$660K
|
+34,718
|
+74%
|
|
|
9
|
|
$1.24M
|
+$25.3K
|
+1,333
|
+2%
|
|
|
10
|
Zurich Insurance Group
Zurich,
Switzerland
|
$1.2M
|
–
|
–
|
–
|
|
|
11
|
|
$1.1M
|
+$1.14M
|
+59,831
|
New
|
|
|
12
|
Merriman Wealth Management
Seattle,
Washington
|
$823K
|
-$12.7K
|
-666
|
-1%
|
|
|
13
|
Wealthfront Advisers
Palo Alto,
California
|
$674K
|
+$366K
|
+19,270
|
+111%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$631K
|
+$285K
|
+15,006
|
+78%
|
|
|
15
|
Old Mission Capital
Chicago,
Illinois
|
$577K
|
-$1.76M
|
-92,460
|
-75%
|
|
|
16
|
PGIM Custom Harvest
Newark,
New Jersey
|
$315K
|
+$89.3K
|
+4,698
|
+38%
|
|
|
17
|
Seed Wealth Management
Evanston,
Illinois
|
$277K
|
–
|
–
|
–
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$265K
|
-$245K
|
-12,900
|
-47%
|
|
|
19
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$264K
|
+$52.3K
|
+2,750
|
+24%
|
|
|
20
|
Avantax Advisory Services
Dallas,
Texas
|
$262K
|
–
|
–
|
–
|
|
|
21
|
M&T Bank
Buffalo,
New York
|
$240K
|
–
|
–
|
–
|
|
|
22
|
LPL Financial
San Diego,
California
|
$221K
|
-$175K
|
-9,211
|
-43%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$218K
|
–
|
–
|
–
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$196K
|
-$29.1K
|
-1,530
|
-13%
|
|
|
25
|
Tradewinds Capital Management
Bellingham,
Washington
|
$86.7K
|
+$89.6K
|
+4,712
|
New
|
|
