|
1
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$62.1M
|
–
|
–
|
–
|
|
|
2
|
|
$32.9M
|
-$1.61M
|
-25,094
|
-5%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$25.1M
|
+$2.22M
|
+34,466
|
+10%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$17.6M
|
-$3.08M
|
-47,952
|
-16%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.12M
|
-$4.25M
|
-66,017
|
-33%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$8.7M
|
-$40.6K
|
-631
|
-0.5%
|
|
|
7
|
Csenge Advisory Group
Clearwater,
Florida
|
$6.89M
|
-$333K
|
-5,176
|
-5%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$6.5M
|
-$356K
|
-5,533
|
-6%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.18M
|
-$2.12M
|
-32,924
|
-30%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.11M
|
+$3.1M
|
+48,206
|
+182%
|
|
|
11
|
|
$4.64M
|
+$323K
|
+5,019
|
+8%
|
|
|
12
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$4.52M
|
+$142K
|
+2,201
|
+3%
|
|
|
13
|
Maxwell Wealth Strategies
Pleasanton,
California
|
$4.18M
|
+$1.44M
|
+22,396
|
+54%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$3.98M
|
-$1.36M
|
-21,155
|
-27%
|
|
|
15
|
Cetera Advisor Networks
El Segundo,
California
|
$3.53M
|
-$1.27M
|
-19,711
|
-28%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.22M
|
-$961K
|
-14,952
|
-24%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.78M
|
-$3.17M
|
-49,317
|
-55%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.62M
|
+$76.5K
|
+1,189
|
+3%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.61M
|
-$10.9K
|
-170
|
-0.4%
|
|
|
20
|
PGIM Custom Harvest
Newark,
New Jersey
|
$2.57M
|
-$55.8K
|
-868
|
-2%
|
|
|
21
|
Harbour Investments
Madison,
Wisconsin
|
$2.33M
|
-$317K
|
-4,924
|
-13%
|
|
|
22
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$2.32M
|
-$7.39K
|
-115
|
-0.3%
|
|
|
23
|
Coppell Advisory Solutions Corp
Coppell,
Texas
|
$2.3M
|
+$2.16M
|
+33,574
|
New
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.29M
|
-$2.4M
|
-37,329
|
-53%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.29M
|
-$293K
|
-4,550
|
-12%
|
|
