|
1
|
|
$107M
|
+$4.9M
|
+153,038
|
+5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$60.4M
|
-$1.55M
|
-48,433
|
-2%
|
|
|
3
|
Clal Insurance
Tel-Aviv,
Israel
|
$55.2M
|
–
|
–
|
–
|
|
|
4
|
Valmark Advisers
Akron,
Ohio
|
$50.1M
|
+$1.76M
|
+55,027
|
+3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$46.9M
|
-$269K
|
-8,413
|
-0.5%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$46.2M
|
+$3.35M
|
+104,492
|
+7%
|
|
|
7
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$41.4M
|
+$984K
|
+30,709
|
+2%
|
|
|
8
|
Meitav Investment House
Bene-Beraq,
Israel
|
$36M
|
-$2.21M
|
-69,122
|
-6%
|
|
|
9
|
ESL Trust Services
Rochester,
New York
|
$29.8M
|
+$2.75K
|
+86
|
+0%
|
|
|
10
|
Charles Schwab
San Francisco,
California
|
$24M
|
+$2.67M
|
+83,358
|
+12%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$21.8M
|
-$7.41M
|
-231,465
|
-24%
|
|
|
12
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
|
$21.8M
|
–
|
–
|
–
|
|
|
13
|
TownSquare Capital
Provo,
Utah
|
$16.8M
|
+$3.28M
|
+102,289
|
+23%
|
|
|
14
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$16.8M
|
+$786K
|
+24,529
|
+5%
|
|
|
15
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$15.6M
|
+$425K
|
+13,274
|
+3%
|
|
|
16
|
Flow Traders U.S.
New York
|
$13.2M
|
-$63.9M
|
-1,995,059
|
-82%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$11.7M
|
-$1.32M
|
-41,233
|
-10%
|
|
|
18
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$11.4M
|
-$215K
|
-6,705
|
-2%
|
|
|
19
|
Howard Financial Services
Dallas,
Texas
|
$10.7M
|
-$1M
|
-31,373
|
-8%
|
|
|
20
|
Evermay Wealth Management
Arlington,
Virginia
|
$10.2M
|
+$855K
|
+26,704
|
+9%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$9.91M
|
+$28.8K
|
+899
|
+0.3%
|
|
|
22
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$9.87M
|
+$1.19M
|
+37,199
|
+13%
|
|
|
23
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$9.37M
|
+$5.25K
|
+164
|
+0.1%
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9.24M
|
+$9.65M
|
+301,246
|
+16,905%
|
|
|
25
|
Michael S. Ryan Inc
Latham,
New York
|
$9.23M
|
+$319K
|
+9,973
|
+3%
|
|
