|
1
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$142M
|
–
|
–
|
–
|
|
|
2
|
|
$111M
|
-$8.12M
|
-284,893
|
-7%
|
|
|
3
|
Old Mission Capital
Chicago,
Illinois
|
$89.2M
|
+$67.7M
|
+2,374,466
|
+364%
|
|
|
4
|
|
$62.4M
|
+$54.1M
|
+1,897,749
|
+855%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$59.4M
|
+$3.84M
|
+134,755
|
+7%
|
|
|
6
|
Clal Insurance
Tel-Aviv,
Israel
|
$53.3M
|
–
|
–
|
–
|
|
|
7
|
Valmark Advisers
Akron,
Ohio
|
$46.3M
|
-$22.9M
|
-804,913
|
-34%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$45.3M
|
-$1.67M
|
-58,642
|
-4%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$41.6M
|
-$5.01M
|
-175,880
|
-11%
|
|
|
10
|
Meitav Investment House
Bene-Beraq,
Israel
|
$40.2M
|
+$131K
|
+4,598
|
+0.3%
|
|
|
11
|
ESL Trust Services
Rochester,
New York
|
$26.8M
|
+$3.92M
|
+137,632
|
+18%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$25.5M
|
+$17.6M
|
+617,137
|
+249%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$25M
|
-$5.14M
|
-180,214
|
-18%
|
|
|
14
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$23.3M
|
-$20.8M
|
-730,639
|
-48%
|
|
|
15
|
Charles Schwab
San Francisco,
California
|
$21.6M
|
+$114K
|
+4,015
|
+0.5%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$21.2M
|
+$19M
|
+667,883
|
+1,321%
|
|
|
17
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
|
$21M
|
–
|
–
|
–
|
|
|
18
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$18.9M
|
+$17.3M
|
+608,483
|
+1,854%
|
|
|
19
|
|
$16.2M
|
-$953K
|
-33,450
|
-6%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$16.1M
|
-$747K
|
-26,201
|
-5%
|
|
|
21
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$14M
|
+$921K
|
+32,307
|
+7%
|
|
|
22
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$13.7M
|
+$760K
|
+26,679
|
+6%
|
|
|
23
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$11.2M
|
+$906K
|
+31,782
|
+9%
|
|
|
24
|
Howard Financial Services
Dallas,
Texas
|
$10.9M
|
+$247K
|
+8,669
|
+2%
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$10.5M
|
+$10.2M
|
+356,178
|
New
|
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