|
1
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$111M
|
–
|
–
|
–
|
|
|
2
|
|
$68.1M
|
+$2.88M
|
+31,976
|
+4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$37.7M
|
+$4.96M
|
+55,064
|
+15%
|
|
|
4
|
Bridgeworth
Birmingham,
Alabama
|
$35.3M
|
+$1.95M
|
+21,620
|
+6%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$34.4M
|
-$432K
|
-4,792
|
-1%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$26.6M
|
+$852K
|
+9,458
|
+3%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$26.6M
|
+$240K
|
+2,662
|
+0.9%
|
|
|
8
|
|
$24.1M
|
+$22.6M
|
+250,950
|
+1,737%
|
|
|
9
|
Meitav Investment House
Bene-Beraq,
Israel
|
$22.7M
|
-$3.47M
|
-38,546
|
-13%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$18.7M
|
+$143K
|
+1,590
|
+0.8%
|
|
|
11
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
|
$16.4M
|
–
|
–
|
–
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$16.2M
|
+$329K
|
+3,658
|
+2%
|
|
|
13
|
Stephens Inc
Little Rock,
Arkansas
|
$14.5M
|
+$610K
|
+6,772
|
+4%
|
|
|
14
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$11.4M
|
-$71.1K
|
-790
|
-0.6%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.2M
|
-$557K
|
-6,182
|
-5%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.9M
|
+$511K
|
+5,678
|
+5%
|
|
|
17
|
Veritable
Wilmington,
Delaware
|
$9.14M
|
-$3.78K
|
-42
|
-0%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.93M
|
+$543K
|
+6,030
|
+7%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.69M
|
-$100K
|
-1,114
|
-1%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.55M
|
+$455K
|
+5,054
|
+6%
|
|
|
21
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$6.48M
|
+$6.42M
|
+71,258
|
New
|
|
|
22
|
Cornercap Investment Counsel
Atlanta,
Georgia
|
$4.84M
|
+$4.8M
|
+53,282
|
New
|
|
|
23
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$4.7M
|
+$327K
|
+3,636
|
+8%
|
|
|
24
|
Gateway Advisory
Westfield,
New Jersey
|
$4.3M
|
-$63.4K
|
-704
|
-1%
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$4.26M
|
+$365K
|
+4,054
|
+9%
|
|
