|
1
|
Phoenix Financial
Givatayim,
Israel
|
$168M
|
–
|
–
|
–
|
|
|
2
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$88.4M
|
–
|
–
|
–
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$63.1M
|
+$63.3M
|
+1,403,046
|
+1,441%
|
|
|
4
|
Richard Bernstein Advisors
New York
|
$37.1M
|
+$39.8M
|
+881,954
|
New
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$12.7M
|
+$1.3M
|
+28,910
|
+11%
|
|
|
6
|
Adams Wealth Management
Logan,
Utah
|
$8.79M
|
+$9.42M
|
+208,798
|
New
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.89M
|
-$6.07M
|
-134,675
|
-42%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$6.75M
|
-$28.7K
|
-636
|
-0.4%
|
|
|
9
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$5.67M
|
-$403K
|
-8,945
|
-6%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.58M
|
+$5.98M
|
+132,608
|
New
|
|
|
11
|
Oppenheimer Asset Management
New York
|
$5.38M
|
-$113K
|
-2,508
|
-2%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$4.85M
|
+$741K
|
+16,436
|
+17%
|
|
|
13
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$4.22M
|
-$122K
|
-2,713
|
-3%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.24M
|
+$1.17M
|
+25,918
|
+51%
|
|
|
15
|
|
$3.24M
|
-$26.2K
|
-582
|
-0.8%
|
|
|
16
|
SignalPoint Asset Management
Springfield,
Missouri
|
$2.81M
|
-$143K
|
-3,180
|
-5%
|
|
|
17
|
Treynor Bancshares
Treynor,
Iowa
|
$2.4M
|
+$752K
|
+16,674
|
+41%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.32M
|
-$1M
|
-22,243
|
-29%
|
|
|
19
|
Private Advisory Group
Redmond,
Washington
|
$2.15M
|
+$61.5K
|
+1,364
|
+3%
|
|
|
20
|
|
$1.98M
|
-$1.97M
|
-43,601
|
-48%
|
|
|
21
|
|
$1.97M
|
-$33.6K
|
-744
|
-2%
|
|
|
22
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$1.82M
|
+$483K
|
+10,699
|
+33%
|
|
|
23
|
Lido Advisors
Los Angeles,
California
|
$1.74M
|
+$793K
|
+17,587
|
+74%
|
|
|
24
|
PGIM Custom Harvest
Newark,
New Jersey
|
$1.65M
|
-$33K
|
-732
|
-2%
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$1.46M
|
-$1.35K
|
-30
|
-0.1%
|
|
