|
1
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$159M
|
+$25.6M
|
+276,666
|
+21%
|
|
|
2
|
|
$107M
|
+$11.4M
|
+122,691
|
+13%
|
|
|
3
|
PGIM Custom Harvest
Newark,
New Jersey
|
$102M
|
+$4.92M
|
+53,074
|
+5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$85.1M
|
+$6.59M
|
+71,115
|
+9%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$53.6M
|
-$1.9M
|
-20,542
|
-4%
|
|
|
6
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$34.3M
|
+$31.9M
|
+344,097
|
New
|
|
|
7
|
MML Investors Services
Springfield,
Massachusetts
|
$34.2M
|
+$8.27M
|
+89,260
|
+35%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$33.4M
|
-$3.54M
|
-38,176
|
-10%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26.1M
|
+$286K
|
+3,090
|
+1%
|
|
|
10
|
Sherman Porfolios
Coeur D'alene,
Idaho
|
$23.8M
|
+$22.1M
|
+239,024
|
New
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$22.9M
|
+$2M
|
+21,632
|
+10%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$21.4M
|
+$2.77M
|
+29,866
|
+16%
|
|
|
13
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$19.9M
|
+$950K
|
+10,248
|
+5%
|
|
|
14
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$19.1M
|
+$1.92M
|
+20,675
|
+12%
|
|
|
15
|
SPC Financial Inc
Rockville,
Maryland
|
$18.4M
|
+$119K
|
+1,282
|
+0.7%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$15.9M
|
+$1.18M
|
+12,764
|
+9%
|
|
|
17
|
Gimbal Financial
Carmel,
Indiana
|
$15.6M
|
+$14.5M
|
+156,124
|
New
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$15M
|
+$191K
|
+2,058
|
+1%
|
|
|
19
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$13.7M
|
+$12.7M
|
+137,272
|
New
|
|
|
20
|
Prospera Financial Services
Dallas,
Texas
|
$12.7M
|
-$7.25M
|
-78,262
|
-38%
|
|
|
21
|
Advisory Services Network
Atlanta,
Georgia
|
$11.9M
|
-$802K
|
-8,657
|
-7%
|
|
|
22
|
|
$11.2M
|
+$2.15M
|
+23,231
|
+26%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.44M
|
+$1.86M
|
+20,101
|
+31%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.99M
|
-$139K
|
-1,505
|
-2%
|
|
|
25
|
Well Done LLC
Holland,
Michigan
|
$5.87M
|
+$5.45M
|
+58,871
|
New
|
|
