|
1
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$83M
|
-$20.7M
|
-240,000
|
-20%
|
|
|
2
|
|
$70.4M
|
+$962K
|
+11,160
|
+1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$52.4M
|
+$4.72M
|
+54,745
|
+10%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$34.2M
|
+$9.94M
|
+115,350
|
+40%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.5M
|
-$276K
|
-3,198
|
-1%
|
|
|
6
|
Gratus Capital
Atlanta,
Georgia
|
$26.2M
|
+$12.6M
|
+146,404
|
+90%
|
|
|
7
|
Meitav Investment House
Bene-Beraq,
Israel
|
$25.7M
|
+$150K
|
+1,740
|
+0.6%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$25.3M
|
-$647K
|
-7,512
|
-2%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$25M
|
+$7.45M
|
+86,502
|
+42%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$17.7M
|
+$1.44M
|
+16,700
|
+9%
|
|
|
11
|
Soltis Investment Advisors
St. George,
Utah
|
$15.5M
|
+$15.7M
|
+182,501
|
New
|
|
|
12
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
|
$15.2M
|
–
|
–
|
–
|
|
|
13
|
Bridgeworth
Birmingham,
Alabama
|
$12.6M
|
-$716K
|
-8,314
|
-5%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$12M
|
+$918K
|
+10,651
|
+8%
|
|
|
15
|
Cetera Advisor Networks
El Segundo,
California
|
$11.2M
|
-$283K
|
-3,280
|
-2%
|
|
|
16
|
WNY Asset Management
Williamsville,
New York
|
$10.6M
|
-$131K
|
-1,517
|
-1%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$10.5M
|
+$5.95M
|
+69,055
|
+126%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.74M
|
+$938K
|
+10,888
|
+10%
|
|
|
19
|
D.A. Davidson & Co
Great Falls,
Montana
|
$9.22M
|
+$1.07M
|
+12,425
|
+13%
|
|
|
20
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$9.01M
|
-$805K
|
-9,336
|
-8%
|
|
|
21
|
Veritable
Wilmington,
Delaware
|
$8.98M
|
-$41.7K
|
-484
|
-0.5%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.87M
|
-$2.14M
|
-24,809
|
-19%
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
$8.69M
|
+$8.54M
|
+99,092
|
+2,798%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.07M
|
-$499K
|
-5,785
|
-6%
|
|
|
25
|
Phoenix Financial
Givatayim,
Israel
|
$6.43M
|
+$6.55M
|
+75,962
|
New
|
|
