|
1
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$45.9M
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$15.8M
|
-$154K
|
-4,630
|
-0.9%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$11.9M
|
+$34.6K
|
+1,040
|
+0.3%
|
|
|
4
|
Avantax Advisory Services
Dallas,
Texas
|
$10.7M
|
+$1.3M
|
+39,205
|
+14%
|
|
|
5
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$9.35M
|
-$121K
|
-3,650
|
-1%
|
|
|
6
|
Oppenheimer Asset Management
New York
|
$6.83M
|
+$63.7K
|
+1,915
|
+0.9%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$5.29M
|
+$599K
|
+18,000
|
+12%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$4.3M
|
+$2.08M
|
+62,620
|
+90%
|
|
|
9
|
|
$3.97M
|
+$1.82M
|
+54,755
|
+81%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.94M
|
+$73.6K
|
+2,210
|
+2%
|
|
|
11
|
Cetera Advisor Networks
El Segundo,
California
|
$3.91M
|
-$263K
|
-7,910
|
-6%
|
|
|
12
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$3.91M
|
–
|
–
|
–
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.86M
|
+$10.2K
|
+305
|
+0.3%
|
|
|
14
|
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
$2.88M
|
+$7.66K
|
+230
|
+0.3%
|
|
|
15
|
Friedenthal Financial
Marlton,
New Jersey
|
$2.8M
|
+$141K
|
+4,225
|
+5%
|
|
|
16
|
Private Advisory Group
Redmond,
Washington
|
$2.13M
|
+$2.18M
|
+65,445
|
New
|
|
|
17
|
Bridge Advisory
Pasadena,
California
|
$1.5M
|
-$56.1K
|
-1,685
|
-4%
|
|
|
18
|
Meitav Investment House
Bene-Beraq,
Israel
|
$1.48M
|
-$20.1K
|
-605
|
-1%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.46M
|
-$301K
|
-9,040
|
-17%
|
|
|
20
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$1.44M
|
-$116K
|
-3,475
|
-7%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.43M
|
-$16.1K
|
-485
|
-1%
|
|
|
22
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$1.42M
|
+$94.7K
|
+2,845
|
+7%
|
|
|
23
|
Peak Financial Management
Wellesley,
Massachusetts
|
$1.41M
|
-$57.7K
|
-1,735
|
-4%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.08M
|
-$476K
|
-14,290
|
-30%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.04M
|
-$1.81M
|
-54,320
|
-63%
|
|
