|
1
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$44.7M
|
–
|
–
|
–
|
|
|
2
|
Flaharty Asset Management
Clearwater,
Florida
|
$18.5M
|
+$628K
|
+19,815
|
+4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$15.5M
|
-$44.6K
|
-1,405
|
-0.3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$11.6M
|
-$1.93M
|
-60,980
|
-14%
|
|
|
5
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$9.23M
|
+$307K
|
+9,690
|
+3%
|
|
|
6
|
Avantax Advisory Services
Dallas,
Texas
|
$9.18M
|
-$261K
|
-8,230
|
-3%
|
|
|
7
|
Oppenheimer Asset Management
New York
|
$6.59M
|
+$3.11M
|
+97,975
|
+89%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$4.58M
|
+$1.29M
|
+40,535
|
+39%
|
|
|
9
|
Cetera Advisor Networks
El Segundo,
California
|
$4.06M
|
+$619K
|
+19,515
|
+18%
|
|
|
10
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$3.81M
|
+$3.81M
|
+120,000
|
New
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.77M
|
+$143K
|
+4,500
|
+4%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.75M
|
-$4.68M
|
-147,710
|
-56%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$3.08M
|
-$57.6K
|
-1,815
|
-2%
|
|
|
14
|
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
$2.8M
|
+$10.9K
|
+345
|
+0.4%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.73M
|
-$405K
|
-12,760
|
-13%
|
|
|
16
|
Friedenthal Financial
Marlton,
New Jersey
|
$2.59M
|
-$38.2K
|
-1,205
|
-1%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$2.2M
|
+$435K
|
+13,730
|
+25%
|
|
|
18
|
|
$2.13M
|
-$906K
|
-28,565
|
-30%
|
|
|
19
|
Pacific Sun Financial
Los Angeles,
California
|
$2.07M
|
-$125K
|
-3,950
|
-6%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$1.88M
|
+$645K
|
+20,330
|
+53%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.71M
|
+$228K
|
+7,190
|
+15%
|
|
|
22
|
Bridge Advisory
Pasadena,
California
|
$1.52M
|
-$230K
|
-7,250
|
-13%
|
|
|
23
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$1.51M
|
-$113K
|
-3,560
|
-7%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.51M
|
-$1.83M
|
-57,805
|
-55%
|
|
|
25
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.5M
|
-$14.4K
|
-455
|
-1%
|
|
