|
1
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$58M
|
–
|
–
|
–
|
|
|
2
|
|
$23.1M
|
-$6.15M
|
-91,348
|
-20%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$20.2M
|
-$2.92M
|
-43,380
|
-12%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$12.8M
|
-$337K
|
-5,013
|
-2%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$10.6M
|
+$11.1M
|
+165,378
|
New
|
|
|
6
|
Csenge Advisory Group
Clearwater,
Florida
|
$7.28M
|
+$239K
|
+3,557
|
+3%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$6.17M
|
-$1.8M
|
-26,678
|
-22%
|
|
|
8
|
|
$5.79M
|
+$5.64M
|
+83,850
|
+1,278%
|
|
|
9
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$5.18M
|
+$873K
|
+12,969
|
+19%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$4.76M
|
-$1.06M
|
-15,821
|
-18%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$4.45M
|
+$136K
|
+2,025
|
+3%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.25M
|
-$25.6K
|
-381
|
-0.6%
|
|
|
13
|
|
$3.94M
|
-$97.8K
|
-1,453
|
-2%
|
|
|
14
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$3.3M
|
+$203K
|
+3,015
|
+6%
|
|
|
15
|
Navellier & Associates
Reno,
Nevada
|
$2.98M
|
+$585K
|
+8,693
|
+23%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.71M
|
+$2.1M
|
+31,239
|
+284%
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.29M
|
-$26.3K
|
-391
|
-1%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.27M
|
+$70.5K
|
+1,048
|
+3%
|
|
|
19
|
Maxwell Wealth Strategies
Pleasanton,
California
|
$2.11M
|
-$25.8K
|
-383
|
-1%
|
|
|
20
|
PGIM Custom Harvest
Newark,
New Jersey
|
$2M
|
-$68.8K
|
-1,023
|
-3%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$1.85M
|
+$1.23M
|
+18,227
|
+171%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.79M
|
-$922K
|
-13,698
|
-33%
|
|
|
23
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.76M
|
-$69.8K
|
-1,037
|
-4%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.71M
|
-$143K
|
-2,130
|
-7%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$1.69M
|
+$17.2K
|
+256
|
+1%
|
|
