|
1
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$108M
|
–
|
–
|
–
|
|
|
2
|
|
$65.8M
|
+$2.74M
|
+32,392
|
+5%
|
|
|
3
|
Bridgeworth
Birmingham,
Alabama
|
$28.1M
|
-$175K
|
-2,070
|
-0.6%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$23.6M
|
+$5.92M
|
+70,080
|
+36%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$22.6M
|
+$3.53M
|
+41,782
|
+20%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$19.9M
|
+$888K
|
+10,510
|
+5%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.5M
|
+$388K
|
+4,596
|
+3%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$16.2M
|
+$404K
|
+4,778
|
+3%
|
|
|
9
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
|
$15.4M
|
+$14.7M
|
+174,042
|
New
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$15.2M
|
+$41K
|
+486
|
+0.3%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.6M
|
-$263K
|
-3,108
|
-2%
|
|
|
12
|
Stephens Inc
Little Rock,
Arkansas
|
$12.5M
|
+$10.1K
|
+120
|
+0.1%
|
|
|
13
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$11.3M
|
-$653K
|
-7,728
|
-6%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.49M
|
+$5.57M
|
+65,948
|
+159%
|
|
|
15
|
Veritable
Wilmington,
Delaware
|
$9.35M
|
-$137K
|
-1,618
|
-2%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.82M
|
+$151K
|
+1,790
|
+2%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.02M
|
+$637K
|
+7,546
|
+12%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.97M
|
-$82.4K
|
-976
|
-1%
|
|
|
19
|
Vanguard Group
Malvern,
Pennsylvania
|
$5.1M
|
+$445K
|
+5,268
|
+10%
|
|
|
20
|
Cornercap Investment Counsel
Atlanta,
Georgia
|
$4.72M
|
+$4.52M
|
+53,504
|
New
|
|
|
21
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$4.36M
|
+$4.17M
|
+49,396
|
New
|
|
|
22
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$4.34M
|
+$301K
|
+3,564
|
+8%
|
|
|
23
|
Gateway Advisory
Westfield,
New Jersey
|
$3.81M
|
+$3.65M
|
+43,184
|
New
|
|
|
24
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$3.38M
|
+$2.93M
|
+34,692
|
+952%
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$3.25M
|
+$185K
|
+2,194
|
+6%
|
|
