|
1
|
Clal Insurance
Tel-Aviv,
Israel
|
$35.8M
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$12.2M
|
-$1.37M
|
-33,868
|
-10%
|
|
|
3
|
Equitable Holdings
New York
|
$10.4M
|
+$10.6M
|
+262,618
|
New
|
|
|
4
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$5.92M
|
+$204K
|
+5,027
|
+3%
|
|
|
5
|
|
$5.08M
|
-$2.24M
|
-55,367
|
-30%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$4.52M
|
-$2.07M
|
-51,056
|
-31%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$2.87M
|
+$175K
|
+4,318
|
+6%
|
|
|
8
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$2.62M
|
+$69.2K
|
+1,709
|
+3%
|
|
|
9
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.33M
|
+$61.2K
|
+1,510
|
+3%
|
|
|
10
|
|
$2.31M
|
+$1.97M
|
+48,540
|
+507%
|
|
|
11
|
BNP Paribas Financial Markets
Paris,
France
|
$1.93M
|
-$357K
|
-8,809
|
-15%
|
|
|
12
|
Rockport Wealth
Fairview Park,
Ohio
|
$1.81M
|
+$1.85M
|
+45,570
|
New
|
|
|
13
|
Wharton Business Group
Malvern,
Pennsylvania
|
$1.74M
|
–
|
–
|
–
|
|
|
14
|
|
$1.59M
|
-$4.69M
|
-115,684
|
-74%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$1.54M
|
-$96.7K
|
-2,386
|
-6%
|
|
|
16
|
MAI Capital Management
Independence,
Ohio
|
$1.54M
|
-$47.4K
|
-1,171
|
-3%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.51M
|
-$387K
|
-9,557
|
-20%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.51M
|
+$343K
|
+8,456
|
+29%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$997K
|
-$130K
|
-3,213
|
-11%
|
|
|
20
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$719K
|
+$224K
|
+5,531
|
+44%
|
|
|
21
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$699K
|
+$39.4K
|
+973
|
+6%
|
|
|
22
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$421K
|
-$13.8K
|
-340
|
-3%
|
|
|
23
|
CX Institutional
Auburn,
Indiana
|
$386K
|
+$212K
|
+5,240
|
+117%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$349K
|
-$34.8K
|
-858
|
-9%
|
|
|
25
|
Concurrent Investment Advisors
Tampa,
Florida
|
$322K
|
–
|
–
|
–
|
|
