|
1
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$129M
|
+$125M
|
+4,821,546
|
New
|
|
|
2
|
|
$118M
|
+$6.98M
|
+268,792
|
+6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$60.3M
|
-$15.7M
|
-602,554
|
-21%
|
|
|
4
|
Valmark Advisers
Akron,
Ohio
|
$56.4M
|
-$26.2M
|
-1,009,607
|
-32%
|
|
|
5
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$55M
|
–
|
–
|
–
|
|
|
6
|
Clal Insurance
Tel-Aviv,
Israel
|
$51.6M
|
–
|
–
|
–
|
|
|
7
|
LPL Financial
San Diego,
California
|
$51M
|
-$3.7M
|
-142,540
|
-7%
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$44.5M
|
+$16.4M
|
+632,241
|
+61%
|
|
|
9
|
|
$37.5M
|
+$34.2M
|
+1,316,935
|
+1,506%
|
|
|
10
|
Meitav Investment House
Bene-Beraq,
Israel
|
$36.1M
|
-$6.03M
|
-232,057
|
-15%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$26.2M
|
+$1.81M
|
+69,729
|
+8%
|
|
|
12
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$22M
|
-$5.76M
|
-221,810
|
-21%
|
|
|
13
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
|
$19.4M
|
–
|
–
|
–
|
|
|
14
|
ESL Trust Services
Rochester,
New York
|
$19M
|
-$38.7K
|
-1,490
|
-0.2%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$18.6M
|
-$2.94M
|
-113,329
|
-14%
|
|
|
16
|
Tompkins Financial
Ithaca,
New York
|
$17.1M
|
-$4.17M
|
-160,604
|
-20%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$15.5M
|
-$4.44M
|
-170,736
|
-23%
|
|
|
18
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$14M
|
-$3.7M
|
-142,589
|
-21%
|
|
|
19
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$13.5M
|
+$1.79M
|
+68,905
|
+16%
|
|
|
20
|
Charles Schwab
San Francisco,
California
|
$13.3M
|
+$13M
|
+499,279
|
New
|
|
|
21
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$11M
|
+$3.5M
|
+134,577
|
+49%
|
|
|
22
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$10.6M
|
+$1.98M
|
+76,222
|
+24%
|
|
|
23
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$10.4M
|
+$995K
|
+38,307
|
+11%
|
|
|
24
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$9.81M
|
+$609K
|
+23,438
|
+8%
|
|
|
25
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$9.64M
|
+$588K
|
+22,632
|
+7%
|
|
