|
1
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$116M
|
-$30.6M
|
-1,020,000
|
-21%
|
|
|
2
|
|
$107M
|
-$9M
|
-299,840
|
-8%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$62.4M
|
+$590K
|
+19,681
|
+1%
|
|
|
4
|
Clal Insurance
Tel-Aviv,
Israel
|
$55.4M
|
–
|
–
|
–
|
|
|
5
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$49.8M
|
+$25M
|
+832,551
|
+105%
|
|
|
6
|
Valmark Advisers
Akron,
Ohio
|
$47.6M
|
-$568K
|
-18,927
|
-1%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$47.4M
|
+$280K
|
+9,333
|
+0.6%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$41.7M
|
-$1.59M
|
-53,129
|
-4%
|
|
|
9
|
Meitav Investment House
Bene-Beraq,
Israel
|
$38.3M
|
-$3.41M
|
-113,653
|
-8%
|
|
|
10
|
Old Mission Capital
Chicago,
Illinois
|
$31.8M
|
-$59.6M
|
-1,987,906
|
-66%
|
|
|
11
|
ESL Trust Services
Rochester,
New York
|
$29.9M
|
+$2.07M
|
+68,920
|
+8%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$27.9M
|
+$1.8M
|
+59,975
|
+7%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$27.8M
|
+$1.28M
|
+42,790
|
+5%
|
|
|
14
|
Charles Schwab
San Francisco,
California
|
$21.9M
|
-$586K
|
-19,527
|
-3%
|
|
|
15
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
|
$21.8M
|
–
|
–
|
–
|
|
|
16
|
|
$16M
|
-$876K
|
-29,194
|
-5%
|
|
|
17
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$15.3M
|
+$673K
|
+22,438
|
+5%
|
|
|
18
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$14.6M
|
+$353K
|
+11,756
|
+3%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$13.6M
|
-$3.09M
|
-102,915
|
-19%
|
|
|
20
|
Howard Financial Services
Dallas,
Texas
|
$12.2M
|
+$899K
|
+29,974
|
+8%
|
|
|
21
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$11.7M
|
–
|
–
|
–
|
|
|
22
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$9.33M
|
-$10.1M
|
-336,615
|
-52%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$9.19M
|
-$359K
|
-11,966
|
-4%
|
|
|
24
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$9.13M
|
+$420K
|
+13,985
|
+5%
|
|
|
25
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$9.13M
|
+$203K
|
+6,782
|
+2%
|
|
