|
1
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$45.9M
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$9.39M
|
-$1.48M
|
-41,308
|
-13%
|
|
|
3
|
Avantax Advisory Services
Dallas,
Texas
|
$6.58M
|
-$880K
|
-24,550
|
-11%
|
|
|
4
|
|
$5.83M
|
+$3.35M
|
+93,393
|
+109%
|
|
|
5
|
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
$4.76M
|
+$41.4K
|
+1,154
|
+0.8%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$4.43M
|
-$6.53M
|
-182,190
|
-57%
|
|
|
7
|
Friedenthal Financial
Marlton,
New Jersey
|
$3.42M
|
-$2.01K
|
-56
|
-0.1%
|
|
|
8
|
Trinity Legacy Partners
Houston,
Texas
|
$3.08M
|
+$3.39M
|
+94,566
|
New
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$2.87M
|
+$3.16M
|
+88,213
|
New
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.99M
|
-$266K
|
-7,410
|
-11%
|
|
|
11
|
Pacific Sun Financial
Los Angeles,
California
|
$1.98M
|
-$25.1K
|
-700
|
-1%
|
|
|
12
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$1.91M
|
-$1.25K
|
-35
|
-0.1%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.49M
|
-$91.2K
|
-2,543
|
-5%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.3M
|
+$50K
|
+1,396
|
+4%
|
|
|
15
|
Meitav Investment House
Bene-Beraq,
Israel
|
$1.07M
|
–
|
–
|
–
|
|
|
16
|
Peak Financial Management
Wellesley,
Massachusetts
|
$1.02M
|
-$151K
|
-4,203
|
-12%
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$889K
|
+$170K
|
+4,731
|
+21%
|
|
|
18
|
SignalPoint Asset Management
Springfield,
Missouri
|
$840K
|
-$69.5K
|
-1,939
|
-7%
|
|
|
19
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$790K
|
-$63.9K
|
-1,783
|
-7%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$704K
|
+$46.8K
|
+1,306
|
+6%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$680K
|
+$749K
|
+20,885
|
New
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$668K
|
+$90.3K
|
+2,518
|
+14%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$662K
|
+$3.91K
|
+109
|
+0.5%
|
|
|
24
|
Creative Financial Designs
Kokomo,
Indiana
|
$560K
|
+$97.5K
|
+2,719
|
+19%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$534K
|
-$39.5K
|
-1,101
|
-6%
|
|
