|
1
|
Bank of America
Charlotte,
North Carolina
|
$38.6M
|
+$130K
|
+3,460
|
+0.4%
|
|
|
2
|
Meitav Investment House
Bene-Beraq,
Israel
|
$26.5M
|
+$24.8M
|
+658,275
|
New
|
|
|
3
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
|
$18M
|
+$16.7M
|
+442,355
|
New
|
|
|
4
|
|
$17.3M
|
-$1.68M
|
-44,570
|
-10%
|
|
|
5
|
Affinity Wealth Management
Wilmington,
Delaware
|
$15.3M
|
+$2.45M
|
+65,190
|
+21%
|
|
|
6
|
Davis Investment Partners
Charlotte,
North Carolina
|
$14M
|
+$51.8M
|
+1,375,390
|
+460%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$11.5M
|
-$2.27M
|
-60,240
|
-18%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$10.4M
|
-$564K
|
-14,975
|
-6%
|
|
|
9
|
Carmel Capital Management
Carmel,
California
|
$7.33M
|
+$56.5K
|
+1,500
|
+0.8%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$6.99M
|
+$1.71M
|
+45,355
|
+36%
|
|
|
11
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
|
$6.4M
|
+$5.93M
|
+157,645
|
New
|
|
|
12
|
Oppenheimer Asset Management
New York
|
$5.82M
|
-$70.8K
|
-1,880
|
-1%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.7M
|
+$575K
|
+15,265
|
+12%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.54M
|
+$340K
|
+9,030
|
+7%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.44M
|
-$327K
|
-8,690
|
-6%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$5.06M
|
-$2.57M
|
-68,380
|
-36%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$5.06M
|
+$3.51M
|
+93,290
|
+307%
|
|
|
18
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$4.79M
|
+$2.79M
|
+74,050
|
+172%
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$4.4M
|
+$3.44M
|
+91,410
|
+566%
|
|
|
20
|
PGIM Custom Harvest
Newark,
New Jersey
|
$3.87M
|
-$497K
|
-13,215
|
-12%
|
|
|
21
|
New Millennium Group
Sandy,
Utah
|
$3.59M
|
+$3.31M
|
+87,865
|
New
|
|
|
22
|
CreativeOne Wealth
Overland Park,
Kansas
|
$3.38M
|
+$2.49M
|
+66,270
|
+403%
|
|
|
23
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$3.23M
|
+$918K
|
+24,395
|
+45%
|
|
|
24
|
SignalPoint Asset Management
Springfield,
Missouri
|
$2.98M
|
+$3.95K
|
+105
|
+0.1%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$2.95M
|
+$2.38M
|
+63,190
|
+704%
|
|
