|
1
|
Bank of America
Charlotte,
North Carolina
|
$79M
|
+$44.1M
|
+606,690
|
+117%
|
|
|
2
|
|
$62M
|
+$16.3M
|
+224,538
|
+34%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$28.6M
|
+$2.51M
|
+34,483
|
+9%
|
|
|
4
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$28M
|
-$86.5M
|
-1,190,000
|
-75%
|
|
|
5
|
Meitav Investment House
Bene-Beraq,
Israel
|
$25M
|
+$7.84M
|
+107,896
|
+43%
|
|
|
6
|
MAI Capital Management
Independence,
Ohio
|
$23.3M
|
+$4.3M
|
+59,140
|
+22%
|
|
|
7
|
Summit Trail Advisors
New York
|
$18.8M
|
+$11.2M
|
+153,867
|
+135%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$17M
|
-$29M
|
-399,543
|
-62%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$14.7M
|
+$3.89M
|
+53,502
|
+34%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.6M
|
+$4.13M
|
+56,827
|
+42%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$13.4M
|
+$13.6M
|
+186,551
|
+3,464%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$13.1M
|
+$3.02M
|
+41,488
|
+29%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.6M
|
+$1.3M
|
+17,893
|
+11%
|
|
|
14
|
Connectus Wealth
Cincinnati,
Ohio
|
$11.6M
|
+$12M
|
+164,890
|
New
|
|
|
15
|
Searcy Financial Services
Overland Park,
Kansas
|
$10M
|
+$61.9K
|
+852
|
+0.6%
|
|
|
16
|
Curi Wealth Management
Raleigh,
North Carolina
|
$9.82M
|
+$1.12M
|
+15,411
|
+12%
|
|
|
17
|
Karp Capital Management
Sausalito,
California
|
$9.19M
|
+$1.68M
|
+23,081
|
+21%
|
|
|
18
|
Cetera Advisor Networks
El Segundo,
California
|
$7.35M
|
+$861K
|
+11,848
|
+13%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.08M
|
-$2.71M
|
-37,282
|
-30%
|
|
|
20
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$5.94M
|
-$760K
|
-10,462
|
-11%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$5.62M
|
+$2.36M
|
+32,416
|
+68%
|
|
|
22
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$4.55M
|
+$2.18K
|
+30
|
+0%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.21M
|
-$9.8M
|
-134,788
|
-69%
|
|
|
24
|
Hollow Brook Wealth Management
Katonah,
New York
|
$4.17M
|
-$68.6K
|
-944
|
-2%
|
|
|
25
|
McAlister Sweet & Associates
Houston,
Texas
|
$3.83M
|
+$3.97M
|
+54,649
|
New
|
|
