|
1
|
Edgehill Endowment Partners
Hamden,
Connecticut
|
$38.5M
|
–
|
–
|
–
|
|
|
2
|
Meitav Investment House
Bene-Beraq,
Israel
|
$15.5M
|
-$3.69M
|
-123,218
|
-18%
|
|
|
3
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
|
$10.4M
|
–
|
–
|
–
|
|
|
4
|
|
$8.57M
|
-$1.09M
|
-36,418
|
-10%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$7.82M
|
-$805K
|
-26,895
|
-8%
|
|
|
6
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$6.47M
|
+$943K
|
+31,499
|
+15%
|
|
|
7
|
Yarbrough Capital
Franklin,
Tennessee
|
$5.36M
|
–
|
–
|
–
|
|
|
8
|
|
$5.04M
|
-$13.7M
|
-455,920
|
-71%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$4.85M
|
+$1.54M
|
+51,567
|
+40%
|
|
|
10
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
|
$3.88M
|
–
|
–
|
–
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.52M
|
+$1.42M
|
+47,335
|
+56%
|
|
|
12
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$2.69M
|
-$115K
|
-3,832
|
-4%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.32M
|
-$572K
|
-19,105
|
-18%
|
|
|
14
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.28M
|
-$437K
|
-14,586
|
-15%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.09M
|
-$50.3K
|
-1,681
|
-2%
|
|
|
16
|
SFI Advisors
Montclair,
New Jersey
|
$1.87M
|
+$16.5K
|
+551
|
+0.8%
|
|
|
17
|
Destiny Wealth Partners
Tavares,
Florida
|
$1.81M
|
+$95.6K
|
+3,191
|
+5%
|
|
|
18
|
Selective Wealth Management
Forest,
Virginia
|
$1.79M
|
+$2.01M
|
+67,009
|
+33,505%
|
|
|
19
|
Resolute Advisors
San Francisco,
California
|
$1.77M
|
–
|
–
|
–
|
|
|
20
|
Clarity Wealth Advisors
San Jose,
California
|
$1.64M
|
-$87.8K
|
-2,932
|
-5%
|
|
|
21
|
Bremer Bank National Association
St Paul,
Minnesota
|
$1.63M
|
–
|
–
|
–
|
|
|
22
|
Wealthfront Advisers
Palo Alto,
California
|
$1.53M
|
+$325K
|
+10,847
|
+23%
|
|
|
23
|
AE Wealth Management
Topeka,
Kansas
|
$1.39M
|
-$56.6K
|
-1,890
|
-4%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.36M
|
+$36.8K
|
+1,228
|
+2%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$1.31M
|
-$516K
|
-17,226
|
-26%
|
|
