|
1
|
Phoenix Financial
Givatayim,
Israel
|
$71.8M
|
+$59.7M
|
+400,700
|
New
|
|
|
2
|
|
$57M
|
+$1.19M
|
+7,995
|
+2%
|
|
|
3
|
|
$8.31M
|
+$175K
|
+1,171
|
+2%
|
|
|
4
|
PGIM Custom Harvest
Newark,
New Jersey
|
$8.23M
|
+$134K
|
+896
|
+2%
|
|
|
5
|
Slow Capital
Greenbrae,
California
|
$4.09M
|
-$169K
|
-1,134
|
-4%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$3.14M
|
+$5.67K
|
+38
|
+0.2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$2.65M
|
-$61.1K
|
-410
|
-2%
|
|
|
8
|
Cetera Advisor Networks
El Segundo,
California
|
$1.68M
|
+$137K
|
+921
|
+10%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.62M
|
-$137K
|
-917
|
-8%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.33M
|
+$931K
|
+6,242
|
+293%
|
|
|
11
|
Bessemer Group
Woodbridge,
New Jersey
|
$1.23M
|
+$648K
|
+4,345
|
+128%
|
|
|
12
|
Scotia Capital
Toronto,
Ontario, Canada
|
$1.22M
|
-$39.8K
|
-267
|
-3%
|
|
|
13
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$1.15M
|
-$1.37M
|
-9,187
|
-56%
|
|
|
14
|
Corient Private Wealth
Miami,
Florida
|
$1.14M
|
+$14K
|
+94
|
+1%
|
|
|
15
|
Frank Rimerman Advisors
Palo Alto,
California
|
$1.01M
|
-$10.4K
|
-70
|
-1%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$836K
|
-$2.24K
|
-15
|
-0.3%
|
|
|
17
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$803K
|
+$33K
|
+221
|
+5%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$784K
|
-$83.3K
|
-559
|
-10%
|
|
|
19
|
Laidlaw Wealth Management
New York City,
New York
|
$781K
|
-$59.8K
|
-401
|
-8%
|
|
|
20
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$730K
|
+$1.19K
|
+8
|
+0.2%
|
|
|
21
|
|
$636K
|
-$38.3K
|
-257
|
-6%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$607K
|
+$93K
|
+624
|
+20%
|
|
|
23
|
Fisher Asset Management
Camas,
Washington
|
$599K
|
+$214K
|
+1,437
|
+62%
|
|
|
24
|
|
$524K
|
+$164K
|
+1,098
|
+50%
|
|
|
25
|
|
$499K
|
-$8.31M
|
-55,710
|
-95%
|
|
