|
1
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$82.8M
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$73.2M
|
+$21.3M
|
+239,806
|
+38%
|
|
|
3
|
|
$64.9M
|
-$4.89M
|
-55,095
|
-7%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$35.8M
|
+$799K
|
+9,011
|
+2%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$26.7M
|
+$951K
|
+10,718
|
+4%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$26.4M
|
+$1.89M
|
+21,297
|
+7%
|
|
|
7
|
Gratus Capital
Atlanta,
Georgia
|
$25.9M
|
-$1.33M
|
-14,980
|
-5%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.8M
|
-$3.36M
|
-37,896
|
-12%
|
|
|
9
|
Meitav Investment House
Bene-Beraq,
Israel
|
$20.6M
|
-$5.56M
|
-62,627
|
-21%
|
|
|
10
|
Soltis Investment Advisors
St. George,
Utah
|
$17.3M
|
-$117K
|
-1,324
|
-0.6%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$16.6M
|
-$1M
|
-11,281
|
-5%
|
|
|
12
|
WNY Asset Management
Williamsville,
New York
|
$16.5M
|
+$949K
|
+10,694
|
+6%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$13.4M
|
+$256K
|
+2,885
|
+2%
|
|
|
14
|
Bridgeworth
Birmingham,
Alabama
|
$12.1M
|
-$544K
|
-6,128
|
-4%
|
|
|
15
|
Cetera Advisor Networks
El Segundo,
California
|
$11.1M
|
+$489K
|
+5,509
|
+4%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.1M
|
+$659K
|
+7,428
|
+6%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.5M
|
+$1.31M
|
+14,732
|
+13%
|
|
|
18
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
|
$10.1M
|
-$5.68M
|
-63,994
|
-35%
|
|
|
19
|
D.A. Davidson & Co
Great Falls,
Montana
|
$9.14M
|
-$153K
|
-1,730
|
-2%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.09M
|
+$3.3M
|
+37,239
|
+53%
|
|
|
21
|
Pathstone Family Office
Englewood,
New Jersey
|
$8.9M
|
+$9.34M
|
+105,293
|
New
|
|
|
22
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$8.55M
|
-$276K
|
-3,108
|
-3%
|
|
|
23
|
Old National Bancorp
Evansville,
Indiana
|
$8.24M
|
+$20.4K
|
+230
|
+0.2%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.38M
|
+$299K
|
+3,369
|
+4%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.02M
|
+$1.59M
|
+17,962
|
+34%
|
|
