|
1
|
|
$73.2M
|
+$13.4M
|
+459,001
|
+24%
|
|
|
2
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$69.9M
|
+$48.6M
|
+1,658,000
|
+286%
|
|
|
3
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$58.5M
|
+$54.9M
|
+1,874,120
|
New
|
|
|
4
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$54.9M
|
+$363K
|
+12,403
|
+0.7%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$36.3M
|
+$8.8M
|
+300,298
|
+35%
|
|
|
6
|
WealthPLAN Partners
Omaha,
Nebraska
|
$24.3M
|
+$22.3M
|
+762,758
|
New
|
|
|
7
|
Tompkins Financial
Ithaca,
New York
|
$14M
|
+$438K
|
+14,963
|
+3%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.9M
|
-$1.1M
|
-37,390
|
-8%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.4M
|
+$1.51M
|
+51,526
|
+16%
|
|
|
10
|
Bouchey Financial Group
Troy,
New York
|
$11.1M
|
-$428K
|
-14,621
|
-4%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$11M
|
+$405K
|
+13,831
|
+4%
|
|
|
12
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$10.4M
|
-$2.32M
|
-79,103
|
-19%
|
|
|
13
|
ESL Trust Services
Rochester,
New York
|
$10.3M
|
+$9.63M
|
+328,600
|
New
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$7.35M
|
+$150K
|
+5,113
|
+2%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$6.69M
|
+$104K
|
+3,565
|
+2%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.56M
|
+$209K
|
+7,122
|
+4%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.34M
|
+$586K
|
+20,014
|
+11%
|
|
|
18
|
|
$5.43M
|
+$4.5M
|
+153,546
|
+748%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.26M
|
+$4.93M
|
+168,363
|
New
|
|
|
20
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$4.08M
|
+$3.83M
|
+130,695
|
New
|
|
|
21
|
Frontier Wealth Management
Kansas City,
Missouri
|
$3.3M
|
+$1.98M
|
+67,720
|
+178%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.61M
|
+$1.71M
|
+58,398
|
+231%
|
|
|
23
|
Steward Partners Investment Advisory
New York
|
$2.57M
|
+$107K
|
+3,647
|
+5%
|
|
|
24
|
Clal Insurance
Tel-Aviv,
Israel
|
$2.2M
|
+$2.01M
|
+68,684
|
New
|
|
|
25
|
Intelligence Driven Advisers
Carlsbad,
California
|
$1.87M
|
-$327K
|
-11,160
|
-16%
|
|
