|
1
|
|
$107M
|
+$8.09M
|
+295,945
|
+9%
|
|
|
2
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$89.1M
|
–
|
–
|
–
|
|
|
3
|
Clal Insurance
Tel-Aviv,
Israel
|
$65.8M
|
–
|
–
|
–
|
|
|
4
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$59M
|
+$1.13M
|
+41,417
|
+2%
|
|
|
5
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$56.1M
|
–
|
–
|
–
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$50.4M
|
+$9.99M
|
+365,510
|
+28%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$41M
|
+$19.4M
|
+710,145
|
+107%
|
|
|
8
|
WealthPLAN Partners
Omaha,
Nebraska
|
$25.4M
|
-$271K
|
-9,910
|
-1%
|
|
|
9
|
Roosevelt Investment Group
New York
|
$20.1M
|
+$9.42M
|
+344,426
|
+105%
|
|
|
10
|
Tompkins Financial
Ithaca,
New York
|
$20.1M
|
+$5.77M
|
+211,107
|
+46%
|
|
|
11
|
Waddell & Associates
Memphis,
Tennessee
|
$20M
|
+$10.6M
|
+388,104
|
+138%
|
|
|
12
|
ESL Trust Services
Rochester,
New York
|
$20M
|
+$9.3M
|
+339,980
|
+103%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$15.1M
|
+$2.54M
|
+92,850
|
+23%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$14.5M
|
-$652K
|
-23,861
|
-5%
|
|
|
15
|
|
$13.4M
|
+$10.4M
|
+379,745
|
+561%
|
|
|
16
|
Boston Financial Management
Boston,
Massachusetts
|
$13M
|
+$11.9M
|
+434,193
|
New
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13M
|
+$444K
|
+16,253
|
+4%
|
|
|
18
|
Cantor Fitzgerald Investment Advisors
New York
|
$11.9M
|
-$3.45M
|
-126,254
|
-24%
|
|
|
19
|
DeGreen Capital Management
Scottsdale,
Arizona
|
$11.6M
|
-$3.57M
|
-130,585
|
-25%
|
|
|
20
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$10.6M
|
+$1.79M
|
+65,316
|
+23%
|
|
|
21
|
WESCAP Management Group
Glendale,
California
|
$10.4M
|
+$2.25M
|
+82,176
|
+31%
|
|
|
22
|
Systelligence LLC
Bloomington,
Minnesota
|
$10.2M
|
+$9.32M
|
+341,040
|
New
|
|
|
23
|
Cooper Financial Group
Irvine,
California
|
$8.56M
|
+$7.82M
|
+286,166
|
New
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.85M
|
+$4.42M
|
+161,627
|
+160%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.59M
|
+$65.2K
|
+2,385
|
+0.9%
|
|
