|
1
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$117M
|
–
|
–
|
–
|
|
|
2
|
|
$68.7M
|
-$12.1M
|
-127,874
|
-15%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$36.7M
|
-$394K
|
-4,176
|
-1%
|
|
|
4
|
Bridgeworth
Birmingham,
Alabama
|
$35.1M
|
+$2.46M
|
+26,130
|
+8%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$34.4M
|
+$2.78M
|
+29,496
|
+9%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$27.7M
|
+$2.7M
|
+28,686
|
+11%
|
|
|
7
|
Meitav Investment House
Bene-Beraq,
Israel
|
$27.6M
|
+$121K
|
+1,284
|
+0.4%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$27.1M
|
+$447K
|
+4,748
|
+2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$19.5M
|
+$1.57M
|
+16,654
|
+9%
|
|
|
10
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
|
$17.4M
|
–
|
–
|
–
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$16.7M
|
-$119K
|
-1,266
|
-0.7%
|
|
|
12
|
Stephens Inc
Little Rock,
Arkansas
|
$14.6M
|
-$55.8K
|
-592
|
-0.4%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.4M
|
-$457K
|
-4,848
|
-4%
|
|
|
14
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$12.1M
|
-$40.1K
|
-426
|
-0.3%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.9M
|
+$2.3M
|
+24,380
|
+27%
|
|
|
16
|
Veritable
Wilmington,
Delaware
|
$9.63M
|
-$50.3K
|
-534
|
-0.5%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.21M
|
+$2.14M
|
+22,710
|
+36%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.78M
|
-$116K
|
-1,228
|
-1%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.47M
|
+$361K
|
+3,832
|
+5%
|
|
|
20
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$4.6M
|
-$9.99K
|
-106
|
-0.2%
|
|
|
21
|
Gateway Advisory
Westfield,
New Jersey
|
$4.6M
|
+$33K
|
+350
|
+0.7%
|
|
|
22
|
Bryant Woods Investment Advisors
Getzville,
New York
|
$4.2M
|
+$4.14M
|
+43,918
|
New
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$4.1M
|
-$3.32M
|
-35,188
|
-45%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$3.81M
|
+$272K
|
+2,890
|
+8%
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$3.79M
|
-$130K
|
-1,376
|
-3%
|
|
