|
1
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$138M
|
+$6.88M
|
+166,159
|
+6%
|
|
|
2
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$4.19M
|
+$931K
|
+22,503
|
+31%
|
|
|
3
|
|
$1.94M
|
-$431K
|
-10,422
|
-19%
|
|
|
4
|
|
$960K
|
-$479K
|
-11,566
|
-34%
|
|
|
5
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$901K
|
+$346K
|
+8,361
|
+68%
|
|
|
6
|
|
$705K
|
+$670K
|
+16,176
|
New
|
|
|
7
|
Prospera Financial Services
Dallas,
Texas
|
$592K
|
-$41.2K
|
-995
|
-7%
|
|
|
8
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$548K
|
+$289K
|
+6,975
|
+125%
|
|
|
9
|
Rockefeller Capital Management
New York
|
$446K
|
+$424K
|
+10,245
|
New
|
|
|
10
|
LPL Financial
San Diego,
California
|
$375K
|
-$12.1K
|
-293
|
-3%
|
|
|
11
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$339K
|
+$207
|
+5
|
+0.1%
|
|
|
12
|
Intrust Bank
Wichita,
Kansas
|
$325K
|
–
|
–
|
–
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$229K
|
-$228K
|
-5,519
|
-51%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$223K
|
+$212K
|
+5,112
|
New
|
|
|
15
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$216K
|
+$206K
|
+4,965
|
New
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$174K
|
-$1.45K
|
-35
|
-0.9%
|
|
|
17
|
|
$158K
|
+$1.45K
|
+35
|
+1%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$65K
|
–
|
–
|
–
|
|
|
19
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$57K
|
–
|
–
|
–
|
|
|
20
|
|
$19K
|
+$18.5K
|
+447
|
New
|
|
|
21
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$4K
|
–
|
–
|
–
|
|
|
22
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2K
|
–
|
–
|
–
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
–
|
-$3.26M
|
-82,801
|
Closed
|
|
