|
1
|
Bank of America
Charlotte,
North Carolina
|
$71.7M
|
+$31.8M
|
+625,631
|
+75%
|
|
|
2
|
Meitav Investment House
Bene-Beraq,
Israel
|
$43.3M
|
-$570K
|
-11,226
|
-1%
|
|
|
3
|
Affinity Wealth Management
Wilmington,
Delaware
|
$30.9M
|
+$502K
|
+9,870
|
+2%
|
|
|
4
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
|
$28.9M
|
–
|
–
|
–
|
|
|
5
|
|
$19.3M
|
+$591K
|
+11,639
|
+3%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$18.9M
|
+$482K
|
+9,492
|
+3%
|
|
|
7
|
Davis Investment Partners
Charlotte,
North Carolina
|
$13.9M
|
+$17.2K
|
+338
|
+0.1%
|
|
|
8
|
NewEdge Advisors
New Orleans,
Louisiana
|
$13.5M
|
-$413K
|
-8,128
|
-3%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$12.7M
|
+$1.21M
|
+23,833
|
+10%
|
|
|
10
|
|
$12.2M
|
–
|
–
|
–
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$11.2M
|
+$116K
|
+2,285
|
+1%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$10.8M
|
+$132K
|
+2,595
|
+1%
|
|
|
13
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
|
$10.2M
|
–
|
–
|
–
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.48M
|
+$74.1K
|
+1,458
|
+0.8%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$8.44M
|
+$19.9K
|
+391
|
+0.2%
|
|
|
16
|
Carmel Capital Management
Carmel,
California
|
$8.2M
|
-$6.35K
|
-125
|
-0.1%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$7.14M
|
-$450K
|
-8,858
|
-6%
|
|
|
18
|
TigerOak Management
Albuquerque,
New Mexico
|
$5.88M
|
–
|
–
|
–
|
|
|
19
|
Clear Creek Financial Management
Silverdale,
Washington
|
$4.68M
|
+$2.18M
|
+42,975
|
+82%
|
|
|
20
|
TKG Advisors
Valparaiso,
Indiana
|
$4M
|
+$128K
|
+2,521
|
+3%
|
|
|
21
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$3.7M
|
-$4.78M
|
-94,109
|
-55%
|
|
|
22
|
Farther Finance Advisors
San Francisco,
California
|
$3.21M
|
+$3.31M
|
+65,198
|
New
|
|
|
23
|
Private Advisory Group
Redmond,
Washington
|
$3.13M
|
-$22.7K
|
-447
|
-0.7%
|
|
|
24
|
G&S Capital
Denver,
Colorado
|
$2.86M
|
-$20.8K
|
-409
|
-0.7%
|
|
|
25
|
Evernest Financial Advisors
Carmel,
Indiana
|
$2.83M
|
+$173K
|
+3,408
|
+6%
|
|
