|
1
|
|
$152M
|
+$29.1M
|
+1,035,702
|
+23%
|
|
|
2
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$134M
|
–
|
–
|
–
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$72.1M
|
+$9.19M
|
+327,351
|
+14%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$60.7M
|
+$7.5M
|
+266,956
|
+14%
|
|
|
5
|
Valmark Advisers
Akron,
Ohio
|
$60.1M
|
+$1.25M
|
+44,571
|
+2%
|
|
|
6
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$57.4M
|
–
|
–
|
–
|
|
|
7
|
Clal Insurance
Tel-Aviv,
Israel
|
$51M
|
-$2.81M
|
-100,000
|
-5%
|
|
|
8
|
Meitav Investment House
Bene-Beraq,
Israel
|
$36.9M
|
+$179K
|
+6,390
|
+0.5%
|
|
|
9
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$36.5M
|
+$28.4M
|
+1,011,761
|
+337%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$29.9M
|
+$2.58M
|
+91,912
|
+9%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$25.7M
|
+$9.59M
|
+341,602
|
+59%
|
|
|
12
|
Charles Schwab
San Francisco,
California
|
$20.8M
|
+$6.93M
|
+246,812
|
+49%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$20.4M
|
+$931K
|
+33,165
|
+5%
|
|
|
14
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
|
$19.9M
|
–
|
–
|
–
|
|
|
15
|
ESL Trust Services
Rochester,
New York
|
$19.8M
|
-$2.81K
|
-100
|
-0%
|
|
|
16
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$18.2M
|
-$4.8M
|
-170,994
|
-21%
|
|
|
17
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$16.2M
|
+$2.1M
|
+74,779
|
+15%
|
|
|
18
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$13.6M
|
+$5.81M
|
+206,870
|
+74%
|
|
|
19
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$13.5M
|
+$4.07M
|
+144,911
|
+43%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.3M
|
+$6.07M
|
+216,375
|
+96%
|
|
|
21
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$12.2M
|
+$1.2M
|
+42,774
|
+11%
|
|
|
22
|
|
$12M
|
+$8.11M
|
+288,760
|
+202%
|
|
|
23
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$11.3M
|
+$440K
|
+15,677
|
+4%
|
|
|
24
|
WealthShield Partners
Cary,
North Carolina
|
$10.6M
|
+$10.7M
|
+381,445
|
New
|
|
|
25
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$10.3M
|
-$1.16M
|
-41,352
|
-10%
|
|
