|
1
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$139M
|
–
|
–
|
–
|
|
|
2
|
|
$117M
|
-$14.3M
|
-525,620
|
-11%
|
|
|
3
|
Valmark Advisers
Akron,
Ohio
|
$68.7M
|
+$872K
|
+32,046
|
+1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$54.4M
|
-$4.5M
|
-165,283
|
-8%
|
|
|
5
|
Clal Insurance
Tel-Aviv,
Israel
|
$52.3M
|
–
|
–
|
–
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$46.1M
|
-$2.96M
|
-108,929
|
-6%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$45.9M
|
-$17.4M
|
-637,877
|
-29%
|
|
|
8
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$44M
|
+$1.99M
|
+73,045
|
+5%
|
|
|
9
|
Meitav Investment House
Bene-Beraq,
Israel
|
$39.3M
|
-$116K
|
-4,253
|
-0.3%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$29.7M
|
-$2.07M
|
-76,194
|
-7%
|
|
|
11
|
ESL Trust Services
Rochester,
New York
|
$22.3M
|
-$35.7K
|
-1,311
|
-0.2%
|
|
|
12
|
Charles Schwab
San Francisco,
California
|
$21.1M
|
+$229K
|
+8,427
|
+1%
|
|
|
13
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
|
$20.6M
|
–
|
–
|
–
|
|
|
14
|
Old Mission Capital
Chicago,
Illinois
|
$18.8M
|
-$6.29M
|
-231,046
|
-26%
|
|
|
15
|
|
$16.9M
|
+$5.42M
|
+199,062
|
+52%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$16.5M
|
-$3.35M
|
-123,138
|
-18%
|
|
|
17
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$12.8M
|
+$439K
|
+16,128
|
+4%
|
|
|
18
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$12.7M
|
+$464K
|
+17,033
|
+4%
|
|
|
19
|
Howard Financial Services
Dallas,
Texas
|
$10.4M
|
+$688K
|
+25,295
|
+8%
|
|
|
20
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$10.1M
|
-$765K
|
-28,117
|
-7%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$9.18M
|
-$6.58M
|
-241,783
|
-43%
|
|
|
22
|
WealthShield Partners
Cary,
North Carolina
|
$9.16M
|
-$435K
|
-15,978
|
-5%
|
|
|
23
|
Bulltick Wealth Management
Miami,
Florida
|
$8.7M
|
-$248K
|
-9,105
|
-3%
|
|
|
24
|
Evermay Wealth Management
Arlington,
Virginia
|
$8.41M
|
+$785K
|
+28,854
|
+11%
|
|
|
25
|
Lodestar Private Asset Management
Alamo,
California
|
$8.03M
|
+$550K
|
+20,225
|
+8%
|
|
