|
1
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$123M
|
+$116M
|
+3,970,000
|
New
|
|
|
2
|
AGF Management
Toronto,
Ontario, Canada
|
$39.7M
|
–
|
–
|
–
|
|
|
3
|
|
$14.5M
|
+$13.7M
|
+469,815
|
New
|
|
|
4
|
Main Management ETF Advisors
San Francisco,
California
|
$4.64M
|
+$4.37M
|
+150,150
|
New
|
|
|
5
|
Private Advisor Group
Morristown,
New Jersey
|
$2.68M
|
+$55.3K
|
+1,900
|
+2%
|
|
|
6
|
Innealta Capital
Austin,
Texas
|
$1.88M
|
–
|
–
|
–
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.37M
|
+$468K
|
+16,080
|
+57%
|
|
|
8
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$1.32M
|
+$1.24M
|
+42,688
|
New
|
|
|
9
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.24M
|
-$21.3K
|
-733
|
-2%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$329K
|
+$45.3K
|
+1,555
|
+17%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$293K
|
+$63.6K
|
+2,185
|
+30%
|
|
|
12
|
|
$293K
|
+$276K
|
+9,471
|
New
|
|
|
13
|
IHT Wealth Management
Chicago,
Illinois
|
$236K
|
+$223K
|
+7,645
|
New
|
|
|
14
|
Franklin Resources
San Mateo,
California
|
$215K
|
–
|
–
|
–
|
|
|
15
|
Main Management
San Francisco,
California
|
$29K
|
+$27.2K
|
+933
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$23.4K
|
-$31.4K
|
-1,078
|
-59%
|
|
|
17
|
Worth Asset Management
Dallas,
Texas
|
$12.4K
|
+$11.6K
|
+400
|
New
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11K
|
–
|
–
|
–
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.25K
|
+$3.06K
|
+105
|
New
|
|
|
20
|
|
$2.35K
|
-$873
|
-30
|
-28%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$17
|
+$29
|
+1
|
New
|
|
|
22
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$205K
|
-7,409
|
Closed
|
|
