|
1
|
Phoenix Financial
Givatayim,
Israel
|
$184M
|
–
|
–
|
–
|
|
|
2
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$96.5M
|
–
|
–
|
–
|
|
|
3
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.8M
|
+$7.15M
|
+166,623
|
+107%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$12.6M
|
-$1.67M
|
-38,988
|
-12%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$7.38M
|
-$39.7K
|
-924
|
-0.6%
|
|
|
6
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$6.61M
|
-$164K
|
-3,828
|
-3%
|
|
|
7
|
Oppenheimer Asset Management
New York
|
$5.99M
|
-$73.2K
|
-1,704
|
-1%
|
|
|
8
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$4.73M
|
-$81.1K
|
-1,890
|
-2%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$4.54M
|
+$30.9K
|
+720
|
+0.7%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$4.48M
|
-$1.09M
|
-25,317
|
-21%
|
|
|
11
|
|
$3.56M
|
+$147K
|
+3,429
|
+5%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.55M
|
-$494K
|
-11,505
|
-13%
|
|
|
13
|
SignalPoint Asset Management
Springfield,
Missouri
|
$3.22M
|
+$7.34K
|
+171
|
+0.2%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.35M
|
-$165K
|
-3,840
|
-7%
|
|
|
15
|
Private Advisory Group
Redmond,
Washington
|
$2.28M
|
+$2.13M
|
+49,614
|
New
|
|
|
16
|
|
$2.19M
|
-$1.77M
|
-41,226
|
-46%
|
|
|
17
|
Treynor Bancshares
Treynor,
Iowa
|
$1.86M
|
-$190K
|
-4,422
|
-10%
|
|
|
18
|
PGIM Custom Harvest
Newark,
New Jersey
|
$1.84M
|
+$129
|
+3
|
+0%
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$1.59M
|
-$179K
|
-4,158
|
-11%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$1.56M
|
-$2.57M
|
-59,751
|
-64%
|
|
|
21
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$1.49M
|
+$72K
|
+1,677
|
+5%
|
|
|
22
|
Davis Investment Partners
Charlotte,
North Carolina
|
$1.48M
|
+$3.49M
|
+81,249
|
+597%
|
|
|
23
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.44M
|
+$20K
|
+465
|
+2%
|
|
|
24
|
|
$1.39M
|
-$219K
|
-5,112
|
-5%
|
|
|
25
|
Yoder Wealth Management
Walnut Creek,
California
|
$1.37M
|
-$26.3K
|
-612
|
-2%
|
|
