|
1
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$103M
|
+$12.2M
|
+119,542
|
+13%
|
|
|
2
|
PGIM Custom Harvest
Newark,
New Jersey
|
$92.8M
|
-$1.78M
|
-17,470
|
-2%
|
|
|
3
|
|
$91.5M
|
-$1.7M
|
-16,689
|
-2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$75.3M
|
-$11.1M
|
-108,740
|
-12%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$49.2M
|
-$4.46M
|
-43,759
|
-8%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$28.5M
|
-$7.44M
|
-72,907
|
-20%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$20.6M
|
-$431K
|
-4,223
|
-2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$18.8M
|
+$714K
|
+6,999
|
+4%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.8M
|
-$8.16M
|
-80,051
|
-29%
|
|
|
10
|
|
$11.5M
|
+$691K
|
+6,773
|
+6%
|
|
|
11
|
BNP Paribas Financial Markets
Paris,
France
|
$9.69M
|
+$10.2M
|
+100,000
|
New
|
|
|
12
|
Gallagher Capital Advisors
Argyle,
Texas
|
$6.99M
|
+$1.09M
|
+10,702
|
New
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.43M
|
+$1.09M
|
+10,737
|
+19%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.82M
|
+$1.31M
|
+12,883
|
+27%
|
|
|
15
|
Zurich Insurance Group
Zurich,
Switzerland
|
$5.71M
|
–
|
–
|
–
|
|
|
16
|
Steward Partners Investment Advisory
New York
|
$5.45M
|
+$2.36M
|
+23,110
|
+70%
|
|
|
17
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$5.41M
|
-$133K
|
-1,300
|
-2%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$5.2M
|
-$36.8M
|
-361,242
|
-87%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.18M
|
-$10.3M
|
-100,672
|
-65%
|
|
|
20
|
First Citizens Financial Corp
Mason City,
Iowa
|
$4.82M
|
-$18.8K
|
-184
|
-0.4%
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$4.61M
|
-$78.4K
|
-769
|
-2%
|
|
|
22
|
Strategic Blueprint
Atlanta,
Georgia
|
$4.45M
|
+$105K
|
+1,034
|
+2%
|
|
|
23
|
Principal Securities
Des Moines,
Iowa
|
$4.2M
|
+$498K
|
+4,884
|
+13%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$4.15M
|
-$955K
|
-9,368
|
-18%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$4M
|
+$275K
|
+2,692
|
+7%
|
|
