|
1
|
|
$157M
|
+$54.4M
|
+437,209
|
+50%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$100M
|
+$2.21M
|
+17,727
|
+2%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$91M
|
-$4.98M
|
-40,050
|
-5%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$80.3M
|
+$19.6M
|
+157,331
|
+30%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$46.9M
|
+$9.21M
|
+74,010
|
+23%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$44.5M
|
+$6.36M
|
+51,079
|
+16%
|
|
|
7
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$39.1M
|
+$918K
|
+7,372
|
+2%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$32.2M
|
+$33.6M
|
+269,922
|
New
|
|
|
9
|
Gitterman Wealth Management
Edison,
New Jersey
|
$27.3M
|
+$140K
|
+1,125
|
+0.5%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$26.3M
|
+$9.56M
|
+76,798
|
+53%
|
|
|
11
|
Arlington Financial Advisors
Santa Barbara,
California
|
$26.1M
|
+$540K
|
+4,336
|
+2%
|
|
|
12
|
Meitav Investment House
Bene-Beraq,
Israel
|
$22.1M
|
+$18.7M
|
+149,919
|
+425%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.6M
|
+$5.99M
|
+48,105
|
+41%
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$17.3M
|
+$1.71M
|
+13,767
|
+11%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.7M
|
+$2.95M
|
+23,731
|
+22%
|
|
|
16
|
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
|
$15.5M
|
–
|
–
|
–
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$15.4M
|
+$499K
|
+4,008
|
+3%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.7M
|
+$8.58M
|
+68,895
|
+150%
|
|
|
19
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$13.4M
|
+$2.52M
|
+20,282
|
+22%
|
|
|
20
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
|
$13.3M
|
+$13.9M
|
+111,625
|
New
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.2M
|
+$4.53M
|
+36,425
|
+49%
|
|
|
22
|
Proficio Capital Partners
Newton,
Massachusetts
|
$11.6M
|
+$1.85M
|
+14,841
|
+18%
|
|
|
23
|
Aprio Wealth Management
Atlanta,
Georgia
|
$11M
|
+$2.1M
|
+16,884
|
+22%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$9.92M
|
-$3.2M
|
-25,685
|
-24%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.53M
|
+$949K
|
+7,628
|
+11%
|
|
