|
1
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$116M
|
+$30.4M
|
+950,549
|
+40%
|
|
|
2
|
|
$96.2M
|
-$7.06M
|
-220,513
|
-7%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$72.3M
|
+$855K
|
+26,716
|
+1%
|
|
|
4
|
Valmark Advisers
Akron,
Ohio
|
$56.4M
|
-$1.11M
|
-34,757
|
-2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$52.6M
|
+$1.67M
|
+52,115
|
+4%
|
|
|
6
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$48.6M
|
–
|
–
|
–
|
|
|
7
|
Clal Insurance
Tel-Aviv,
Israel
|
$46.9M
|
–
|
–
|
–
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$42.4M
|
+$16.6M
|
+517,256
|
+73%
|
|
|
9
|
Meitav Investment House
Bene-Beraq,
Israel
|
$40.7M
|
–
|
–
|
–
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$39.2M
|
-$9.95M
|
-310,690
|
-21%
|
|
|
11
|
ESL Trust Services
Rochester,
New York
|
$33.8M
|
+$112K
|
+3,487
|
+0.4%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$28.4M
|
+$15.4M
|
+480,604
|
+140%
|
|
|
13
|
Charles Schwab
San Francisco,
California
|
$27.5M
|
-$538K
|
-16,807
|
-2%
|
|
|
14
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
|
$24.6M
|
–
|
–
|
–
|
|
|
15
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$20.1M
|
+$1.21M
|
+37,876
|
+7%
|
|
|
16
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$19.7M
|
+$75.6K
|
+2,360
|
+0.4%
|
|
|
17
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$16.8M
|
+$5.36M
|
+167,262
|
+52%
|
|
|
18
|
Michael S. Ryan Inc
Latham,
New York
|
$16.1M
|
+$5.03M
|
+157,140
|
+51%
|
|
|
19
|
Evermay Wealth Management
Arlington,
Virginia
|
$14.5M
|
+$2.02M
|
+63,023
|
+18%
|
|
|
20
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$13.5M
|
-$132K
|
-4,126
|
-1%
|
|
|
21
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$10.8M
|
+$355K
|
+11,081
|
+4%
|
|
|
22
|
Howard Financial Services
Dallas,
Texas
|
$10.5M
|
-$452K
|
-14,100
|
-4%
|
|
|
23
|
Lodestar Private Asset Management
Alamo,
California
|
$10.3M
|
+$428K
|
+13,351
|
+5%
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$10.1M
|
-$337K
|
-10,527
|
-3%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$9.87M
|
+$1.04M
|
+32,579
|
+13%
|
|
