|
1
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$45.8M
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$11.2M
|
-$4.35M
|
-137,945
|
-28%
|
|
|
3
|
Avantax Advisory Services
Dallas,
Texas
|
$10.3M
|
-$328K
|
-10,390
|
-3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$10.2M
|
-$1.6M
|
-50,735
|
-14%
|
|
|
5
|
Oppenheimer Asset Management
New York
|
$6.73M
|
-$78.9K
|
-2,500
|
-1%
|
|
|
6
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$3.89M
|
–
|
–
|
–
|
|
|
7
|
Cetera Advisor Networks
El Segundo,
California
|
$3.85M
|
-$51.5K
|
-1,630
|
-1%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$3.74M
|
-$533K
|
-16,890
|
-13%
|
|
|
9
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.44M
|
-$5.72M
|
-181,170
|
-63%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.06M
|
-$845K
|
-26,775
|
-22%
|
|
|
11
|
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
$3M
|
+$119K
|
+3,770
|
+4%
|
|
|
12
|
Friedenthal Financial
Marlton,
New Jersey
|
$2.93M
|
+$138K
|
+4,370
|
+5%
|
|
|
13
|
|
$2.57M
|
-$1.35M
|
-42,790
|
-35%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.47M
|
+$1.4M
|
+44,240
|
+139%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.18M
|
+$1.07M
|
+34,005
|
+102%
|
|
|
16
|
Pacific Sun Financial
Los Angeles,
California
|
$2.12M
|
+$2.06M
|
+65,145
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.95M
|
-$1.85M
|
-58,525
|
-49%
|
|
|
18
|
Flow Traders U.S.
New York
|
$1.74M
|
+$1.69M
|
+53,615
|
New
|
|
|
19
|
Bridge Advisory
Pasadena,
California
|
$1.48M
|
-$19.1K
|
-605
|
-1%
|
|
|
20
|
Meitav Investment House
Bene-Beraq,
Israel
|
$1.46M
|
-$5.84K
|
-185
|
-0.4%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$1.46M
|
+$1.42M
|
+44,995
|
New
|
|
|
22
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$1.45M
|
+$33K
|
+1,045
|
+2%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.43M
|
-$26K
|
-825
|
-2%
|
|
|
24
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$1.38M
|
-$49.4K
|
-1,565
|
-4%
|
|
|
25
|
Peak Financial Management
Wellesley,
Massachusetts
|
$1.37M
|
-$41K
|
-1,300
|
-3%
|
|
