|
1
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$129M
|
–
|
–
|
–
|
|
|
2
|
|
$122M
|
-$22.3M
|
-793,380
|
-15%
|
|
|
3
|
Valmark Advisers
Akron,
Ohio
|
$62.6M
|
+$1.51M
|
+53,840
|
+2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$59.4M
|
-$291K
|
-10,364
|
-0.5%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$54.6M
|
-$15.6M
|
-553,670
|
-21%
|
|
|
6
|
Clal Insurance
Tel-Aviv,
Israel
|
$48.3M
|
–
|
–
|
–
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$45.5M
|
-$905K
|
-32,201
|
-2%
|
|
|
8
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$38.7M
|
-$1.35M
|
-48,111
|
-3%
|
|
|
9
|
Meitav Investment House
Bene-Beraq,
Israel
|
$36.7M
|
-$490K
|
-17,431
|
-1%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$29.5M
|
+$12.8M
|
+456,688
|
+70%
|
|
|
11
|
Old Mission Capital
Chicago,
Illinois
|
$23.6M
|
+$23.4M
|
+831,647
|
+1,610%
|
|
|
12
|
ESL Trust Services
Rochester,
New York
|
$20.6M
|
+$1.75M
|
+62,131
|
+9%
|
|
|
13
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
|
$19.3M
|
–
|
–
|
–
|
|
|
14
|
Charles Schwab
San Francisco,
California
|
$19.3M
|
-$1.33M
|
-47,256
|
-6%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$18.6M
|
-$995K
|
-35,406
|
-5%
|
|
|
16
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$15.7M
|
-$1.01M
|
-36,096
|
-6%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$14.9M
|
-$7.21M
|
-256,592
|
-31%
|
|
|
18
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$11.4M
|
-$699K
|
-24,857
|
-5%
|
|
|
19
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$11.2M
|
+$123K
|
+4,378
|
+1%
|
|
|
20
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$10.9M
|
+$522K
|
+18,570
|
+5%
|
|
|
21
|
|
$10.3M
|
-$1.68M
|
-59,792
|
-13%
|
|
|
22
|
|
$10.1M
|
-$2.46M
|
-87,590
|
-19%
|
|
|
23
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$10.1M
|
+$403K
|
+14,330
|
+4%
|
|
|
24
|
Howard Financial Services
Dallas,
Texas
|
$8.93M
|
+$406K
|
+14,450
|
+5%
|
|
|
25
|
WealthShield Partners
Cary,
North Carolina
|
$8.89M
|
-$1.04M
|
-37,103
|
-10%
|
|
