|
1
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$141M
|
+$13.4M
|
+373,333
|
+11%
|
|
|
2
|
|
$104M
|
-$1.69M
|
-47,237
|
-2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$75.5M
|
-$3.88M
|
-108,417
|
-5%
|
|
|
4
|
Valmark Advisers
Akron,
Ohio
|
$63M
|
+$869K
|
+24,251
|
+1%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$59.2M
|
+$1.24M
|
+34,611
|
+2%
|
|
|
6
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$53.5M
|
–
|
–
|
–
|
|
|
7
|
Clal Insurance
Tel-Aviv,
Israel
|
$51.6M
|
–
|
–
|
–
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$49.2M
|
+$2.41M
|
+67,203
|
+5%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$48.8M
|
+$5.31M
|
+148,140
|
+13%
|
|
|
10
|
Meitav Investment House
Bene-Beraq,
Israel
|
$44.8M
|
+$5.05K
|
+141
|
+0%
|
|
|
11
|
ESL Trust Services
Rochester,
New York
|
$36.3M
|
-$841K
|
-23,469
|
-2%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$29.6M
|
+$313K
|
+8,743
|
+1%
|
|
|
13
|
Charles Schwab
San Francisco,
California
|
$27.6M
|
-$2.59M
|
-72,245
|
-9%
|
|
|
14
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
|
$27M
|
–
|
–
|
–
|
|
|
15
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$22.5M
|
+$807K
|
+22,519
|
+4%
|
|
|
16
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$22M
|
-$105K
|
-2,918
|
-0.5%
|
|
|
17
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$19.3M
|
+$763K
|
+21,302
|
+4%
|
|
|
18
|
Michael S. Ryan Inc
Latham,
New York
|
$17.6M
|
-$94.8K
|
-2,646
|
-0.6%
|
|
|
19
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$15M
|
+$63K
|
+1,758
|
+0.4%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$13.3M
|
+$2.3M
|
+64,100
|
+22%
|
|
|
21
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$12.1M
|
+$289K
|
+8,065
|
+3%
|
|
|
22
|
Lodestar Private Asset Management
Alamo,
California
|
$11.7M
|
+$427K
|
+11,933
|
+4%
|
|
|
23
|
Howard Financial Services
Dallas,
Texas
|
$11.4M
|
-$99K
|
-2,763
|
-0.9%
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$10.5M
|
-$598K
|
-16,698
|
-6%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$10.2M
|
-$89.6K
|
-2,503
|
-0.9%
|
|
