|
1
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$61.9M
|
–
|
–
|
–
|
|
|
2
|
|
$30.9M
|
-$514K
|
-7,718
|
-2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$24.6M
|
-$223K
|
-3,342
|
-0.9%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$14M
|
-$2.14M
|
-32,060
|
-14%
|
|
|
5
|
IHT Wealth Management
Chicago,
Illinois
|
$10.9M
|
-$244K
|
-3,663
|
-2%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.18M
|
+$635K
|
+9,524
|
+8%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$8.4M
|
-$592K
|
-8,890
|
-7%
|
|
|
8
|
Csenge Advisory Group
Clearwater,
Florida
|
$7.4M
|
+$247K
|
+3,706
|
+3%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$6.16M
|
-$522K
|
-7,832
|
-8%
|
|
|
10
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$4.64M
|
+$295K
|
+4,421
|
+7%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$4.61M
|
+$821K
|
+12,323
|
+22%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.55M
|
-$68.6K
|
-1,029
|
-2%
|
|
|
13
|
|
$4.31M
|
-$200K
|
-3,004
|
-5%
|
|
|
14
|
Financial Enhancement Group
Anderson,
Indiana
|
$3.81M
|
+$4.04M
|
+60,636
|
New
|
|
|
15
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$3.31M
|
+$710K
|
+10,655
|
+28%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.85M
|
-$820K
|
-12,303
|
-23%
|
|
|
17
|
Navellier & Associates
Reno,
Nevada
|
$2.59M
|
-$249K
|
-3,733
|
-9%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.49M
|
-$7.86K
|
-118
|
-0.3%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.47M
|
-$72.8K
|
-1,092
|
-3%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.35M
|
+$93K
|
+1,396
|
+4%
|
|
|
21
|
Maxwell Wealth Strategies
Pleasanton,
California
|
$2.25M
|
-$2.07M
|
-31,116
|
-48%
|
|
|
22
|
PGIM Custom Harvest
Newark,
New Jersey
|
$2.2M
|
-$866
|
-13
|
-0%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.97M
|
-$11.2K
|
-168
|
-0.6%
|
|
|
24
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.95M
|
-$20.9K
|
-314
|
-1%
|
|
|
25
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$1.89M
|
+$848K
|
+12,723
|
+85%
|
|
