|
1
|
Bank of America
Charlotte,
North Carolina
|
$38.3M
|
+$2.29M
|
+56,504
|
+6%
|
|
|
2
|
|
$32.9M
|
+$17.6M
|
+435,779
|
+103%
|
|
|
3
|
Meitav Investment House
Bene-Beraq,
Israel
|
$29.1M
|
+$3.78M
|
+93,394
|
+14%
|
|
|
4
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
|
$17.3M
|
+$150K
|
+3,701
|
+0.8%
|
|
|
5
|
Affinity Wealth Management
Wilmington,
Delaware
|
$15.8M
|
+$1.62M
|
+40,036
|
+11%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$13.6M
|
+$4.08M
|
+100,863
|
+40%
|
|
|
7
|
Davis Investment Partners
Charlotte,
North Carolina
|
$12.7M
|
-$54.1M
|
-1,336,433
|
-80%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$12.5M
|
+$1.85M
|
+45,739
|
+16%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.5M
|
+$5.74M
|
+141,905
|
+107%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.85M
|
+$4.77M
|
+117,868
|
+85%
|
|
|
11
|
Carmel Capital Management
Carmel,
California
|
$6.81M
|
-$52.6K
|
-1,300
|
-0.7%
|
|
|
12
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$6.43M
|
+$2.06M
|
+50,833
|
+43%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.3M
|
+$4.45M
|
+110,027
|
+202%
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$6.25M
|
+$1.6M
|
+39,427
|
+32%
|
|
|
15
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
|
$6.15M
|
+$32.3K
|
+799
|
+0.5%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$6.12M
|
-$452K
|
-11,180
|
-7%
|
|
|
17
|
|
$5.74M
|
-$1.21M
|
-29,820
|
-17%
|
|
|
18
|
Oppenheimer Asset Management
New York
|
$5.34M
|
-$111K
|
-2,752
|
-2%
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.29M
|
+$5.59M
|
+138,243
|
New
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.04M
|
-$160K
|
-3,947
|
-3%
|
|
|
21
|
AE Wealth Management
Topeka,
Kansas
|
$4.42M
|
+$321K
|
+7,920
|
+7%
|
|
|
22
|
PGIM Custom Harvest
Newark,
New Jersey
|
$3.6M
|
-$20.3K
|
-502
|
-0.5%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$3.43M
|
-$1.38M
|
-34,176
|
-28%
|
|
|
24
|
New Millennium Group
Sandy,
Utah
|
$3.41M
|
+$45.1K
|
+1,115
|
+1%
|
|
|
25
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$3.4M
|
+$398K
|
+9,843
|
+12%
|
|
