|
1
|
|
$18.4M
|
+$2.57M
|
+106,820
|
+15%
|
|
|
2
|
|
$15M
|
+$15M
|
+625,698
|
+2,257%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$13.6M
|
+$5.8M
|
+241,203
|
+69%
|
|
|
4
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$5.15M
|
–
|
–
|
–
|
|
|
5
|
|
$5.05M
|
-$971K
|
-40,416
|
-16%
|
|
|
6
|
|
$3.94M
|
+$4.11M
|
+171,068
|
New
|
|
|
7
|
Credit Suisse
Zurich,
Switzerland
|
$3.86M
|
-$781K
|
-32,498
|
-16%
|
|
|
8
|
|
$3.33M
|
+$2.9M
|
+120,830
|
+513%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$3.05M
|
-$2.19M
|
-91,326
|
-41%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.98M
|
+$438K
|
+18,225
|
+16%
|
|
|
11
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.33M
|
+$443K
|
+18,441
|
+22%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.28M
|
+$55.7K
|
+2,318
|
+2%
|
|
|
13
|
John G. Ullman & Associates
Corning,
New York
|
$2.02M
|
+$590K
|
+24,550
|
+39%
|
|
|
14
|
CX Institutional
Auburn,
Indiana
|
$1.7M
|
+$1.77M
|
+73,682
|
New
|
|
|
15
|
The Family Firm
Bethesda,
Maryland
|
$1.55M
|
+$177K
|
+7,356
|
+12%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.51M
|
-$97.4K
|
-4,052
|
-6%
|
|
|
17
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$1.45M
|
-$909K
|
-37,841
|
-37%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$1.28M
|
+$90.2K
|
+3,755
|
+7%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.14M
|
-$615K
|
-25,578
|
-34%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$1.13M
|
-$407K
|
-16,939
|
-26%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$952K
|
-$472K
|
-19,661
|
-32%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$872K
|
-$63.4K
|
-2,640
|
-7%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$831K
|
+$20K
|
+832
|
+2%
|
|
|
24
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$797K
|
-$201K
|
-8,359
|
-19%
|
|
|
25
|
|
$774K
|
+$180K
|
+7,474
|
+29%
|
|
