|
1
|
Phoenix Financial
Givatayim,
Israel
|
$153M
|
+$151M
|
+4,502,380
|
New
|
|
|
2
|
|
$51.5M
|
-$2.72M
|
-80,950
|
-5%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$35.6M
|
+$314K
|
+9,345
|
+0.9%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$23.2M
|
-$745K
|
-22,170
|
-3%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.1M
|
-$4.99M
|
-148,725
|
-26%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$12.7M
|
-$2.6M
|
-77,540
|
-17%
|
|
|
7
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$12.6M
|
+$171K
|
+5,085
|
+1%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.1M
|
+$1.87M
|
+55,800
|
+19%
|
|
|
9
|
Affiance Financial
St. Louis Park,
Minnesota
|
$11.1M
|
-$4.85M
|
-144,530
|
-31%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$11M
|
+$4.62M
|
+137,510
|
+74%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.8M
|
+$948K
|
+28,220
|
+12%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.91M
|
-$2.08M
|
-61,805
|
-21%
|
|
|
13
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$7.15M
|
-$121K
|
-3,590
|
-2%
|
|
|
14
|
Stelac Advisory Services
New York
|
$6.59M
|
–
|
–
|
–
|
|
|
15
|
PGIM Custom Harvest
Newark,
New Jersey
|
$5.63M
|
-$185K
|
-5,510
|
-3%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$4.57M
|
-$602K
|
-17,925
|
-12%
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
$3.97M
|
-$386K
|
-11,490
|
-9%
|
|
|
18
|
Focus Financial Network
Minneapolis,
Minnesota
|
$3.65M
|
+$16.5K
|
+490
|
+0.5%
|
|
|
19
|
Cetera Advisor Networks
El Segundo,
California
|
$3.63M
|
+$399K
|
+11,870
|
+13%
|
|
|
20
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$2.89M
|
-$24.7K
|
-735
|
-0.9%
|
|
|
21
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$2.7M
|
-$14.9K
|
-445
|
-0.6%
|
|
|
22
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$2.67M
|
+$13.8K
|
+410
|
+0.5%
|
|
|
23
|
Planning Directions
Glen Mills,
Pennsylvania
|
$2.57M
|
-$12.9K
|
-385
|
-0.5%
|
|
|
24
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$2.57M
|
-$412K
|
-12,275
|
-14%
|
|
|
25
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$2.54M
|
+$34.6K
|
+1,030
|
+1%
|
|
