|
1
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$26.3M
|
-$2.52M
|
-84,550
|
Closed
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$21.8M
|
+$2.69M
|
+90,206
|
+14%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$14.2M
|
+$2.43M
|
+81,451
|
+21%
|
|
|
4
|
|
$12.8M
|
-$1.35M
|
-45,361
|
-10%
|
|
|
5
|
|
$11.2M
|
+$2.85M
|
+95,423
|
+34%
|
|
|
6
|
BTR Capital Management
Oakland,
California
|
$10.4M
|
-$79.8K
|
-2,675
|
-0.8%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$8.28M
|
+$8.23M
|
+275,823
|
New
|
|
|
8
|
Credit Suisse
Zurich,
Switzerland
|
$8.22M
|
+$5.41M
|
+181,443
|
+196%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.33M
|
+$1.6M
|
+53,639
|
+28%
|
|
|
10
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$5.94M
|
+$916K
|
+30,685
|
+18%
|
|
|
11
|
Oppenheimer & Co
New York
|
$5.51M
|
+$660K
|
+22,127
|
+14%
|
|
|
12
|
Train Babcock Advisors
New York
|
$4.28M
|
-$177K
|
-5,925
|
-4%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$3.93M
|
+$3.91M
|
+130,919
|
New
|
|
|
14
|
Edelman Financial Services
Fairfax,
Virginia
|
$3.71M
|
+$3.69M
|
+123,566
|
New
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.62M
|
+$3.59M
|
+120,465
|
New
|
|
|
16
|
West Family Investments
Carlsbad,
California
|
$3.5M
|
–
|
–
|
–
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.48M
|
-$512K
|
-17,143
|
-13%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.37M
|
+$1.76M
|
+58,993
|
+111%
|
|
|
19
|
|
$3.18M
|
-$5.82M
|
-194,971
|
-65%
|
|
|
20
|
Appleton Partners
Boston,
Massachusetts
|
$3.09M
|
+$3.07M
|
+103,005
|
New
|
|
|
21
|
Ashford Capital Management
Wilmington,
Delaware
|
$2.96M
|
+$248K
|
+8,310
|
+9%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.8M
|
+$159K
|
+5,333
|
+6%
|
|
|
23
|
Aviance Capital Management
Sarasota,
Florida
|
$2.45M
|
-$538K
|
-18,014
|
-18%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$2.28M
|
-$3.68M
|
-123,250
|
-62%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.19M
|
+$624K
|
+20,916
|
+40%
|
|
