|
1
|
Phoenix Financial
Givatayim,
Israel
|
$38.3M
|
–
|
–
|
–
|
|
|
2
|
Delta Investment Management
San Francisco,
California
|
$6.11M
|
+$5.52M
|
+119,333
|
New
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$4.92M
|
+$4.44M
|
+96,019
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$3.1M
|
+$444K
|
+9,596
|
+19%
|
|
|
5
|
|
$2.72M
|
+$205K
|
+4,437
|
+9%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$2.19M
|
+$1.61M
|
+34,819
|
+439%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$1.75M
|
+$26.9K
|
+581
|
+2%
|
|
|
8
|
Two Sigma Investments
New York
|
$1.7M
|
+$1.53M
|
+33,100
|
New
|
|
|
9
|
Strategic Financial Services
Utica,
New York
|
$1.69M
|
-$208K
|
-4,490
|
-12%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$1.65M
|
-$4.58M
|
-99,025
|
-75%
|
|
|
11
|
Griffin Asset Management
New York
|
$1.57M
|
+$26.1K
|
+564
|
+2%
|
|
|
12
|
Moran Wealth Management
Naples,
Florida
|
$1.08M
|
+$180K
|
+3,897
|
+23%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$1.02M
|
+$919K
|
+19,869
|
New
|
|
|
14
|
NTV Asset Management
Charleston,
West Virginia
|
$975K
|
-$23.2K
|
-502
|
-3%
|
|
|
15
|
|
$920K
|
+$56.8K
|
+1,229
|
+7%
|
|
|
16
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$752K
|
+$304K
|
+6,575
|
+81%
|
|
|
17
|
Silver Oak Securities
Jackson,
Tennessee
|
$677K
|
+$617K
|
+13,335
|
New
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$628K
|
+$15.3K
|
+330
|
+3%
|
|
|
19
|
Davenport & Co
Richmond,
Virginia
|
$569K
|
-$21.9M
|
-474,312
|
-98%
|
|
|
20
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$495K
|
-$11.4K
|
-246
|
-2%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$460K
|
+$415K
|
+8,978
|
New
|
|
|
22
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$459K
|
+$415K
|
+8,963
|
New
|
|
|
23
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$455K
|
+$411K
|
+8,890
|
New
|
|
|
24
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$451K
|
+$22.6K
|
+488
|
+6%
|
|
|
25
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$415K
|
+$11.5K
|
+248
|
+3%
|
|
