|
1
|
|
$210M
|
+$11.5M
|
+92,693
|
+7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$166M
|
+$7.64M
|
+61,496
|
+5%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$124M
|
+$15.2M
|
+122,194
|
+16%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$108M
|
-$836K
|
-6,734
|
-0.9%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$69.4M
|
+$2.29M
|
+18,404
|
+4%
|
|
|
6
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$48.1M
|
+$94.9K
|
+764
|
+0.2%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$45.7M
|
+$3.4M
|
+27,411
|
+9%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$43.6M
|
+$1.41M
|
+11,313
|
+4%
|
|
|
9
|
Gitterman Wealth Management
Edison,
New Jersey
|
$34.4M
|
+$385K
|
+3,099
|
+1%
|
|
|
10
|
Arlington Financial Advisors
Santa Barbara,
California
|
$31.9M
|
+$957K
|
+7,708
|
+3%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$27.8M
|
+$1.95M
|
+15,692
|
+9%
|
|
|
12
|
Meitav Investment House
Bene-Beraq,
Israel
|
$27.4M
|
–
|
–
|
–
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$25.1M
|
+$445K
|
+3,584
|
+2%
|
|
|
14
|
Fidelity International
Hamilton,
Bermuda
|
$24.5M
|
+$14.2M
|
+114,343
|
+186%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.7M
|
+$499K
|
+4,019
|
+3%
|
|
|
16
|
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
|
$18.5M
|
+$373K
|
+3,000
|
+2%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$17.6M
|
-$630K
|
-5,071
|
-4%
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$17.2M
|
+$340K
|
+2,740
|
+2%
|
|
|
19
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
|
$15.6M
|
–
|
–
|
–
|
|
|
20
|
Aprio Wealth Management
Atlanta,
Georgia
|
$14.5M
|
-$275K
|
-2,214
|
-2%
|
|
|
21
|
Presidio Capital Management
San Diego,
California
|
$13.4M
|
+$420K
|
+3,383
|
+4%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$12.4M
|
+$94.4K
|
+760
|
+0.9%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$12.3M
|
+$739K
|
+5,950
|
+7%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.2M
|
+$1.48M
|
+11,940
|
+16%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$12M
|
+$414K
|
+3,337
|
+4%
|
|
