|
1
|
|
$120M
|
+$4.79M
|
+114,974
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$74.3M
|
-$6.3M
|
-151,464
|
-8%
|
|
|
3
|
Valmark Advisers
Akron,
Ohio
|
$65.8M
|
-$2.68M
|
-64,391
|
-4%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$57.5M
|
+$2.68M
|
+64,436
|
+5%
|
|
|
5
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$56.5M
|
–
|
–
|
–
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$50.5M
|
+$829K
|
+19,928
|
+2%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$48.5M
|
-$6.3M
|
-151,430
|
-11%
|
|
|
8
|
ESL Trust Services
Rochester,
New York
|
$38.4M
|
+$54.8K
|
+1,317
|
+0.1%
|
|
|
9
|
Charles Schwab
San Francisco,
California
|
$27.1M
|
-$881K
|
-21,172
|
-3%
|
|
|
10
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$24.8M
|
+$452K
|
+10,861
|
+2%
|
|
|
11
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$24M
|
-$6.8M
|
-163,247
|
-21%
|
|
|
12
|
Meitav Investment House
Bene-Beraq,
Israel
|
$23.1M
|
-$5.99K
|
-144
|
-0%
|
|
|
13
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$21.8M
|
-$902K
|
-21,664
|
-4%
|
|
|
14
|
Michael S. Ryan Inc
Latham,
New York
|
$20.4M
|
+$1.59M
|
+38,261
|
+8%
|
|
|
15
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$19.8M
|
-$1.92M
|
-46,202
|
-9%
|
|
|
16
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$17.3M
|
-$3.72M
|
-89,324
|
-17%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$17.1M
|
-$4M
|
-96,038
|
-18%
|
|
|
18
|
Howard Financial Services
Dallas,
Texas
|
$13.5M
|
+$1.26M
|
+30,267
|
+10%
|
|
|
19
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$13.2M
|
-$1.31M
|
-31,487
|
-9%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$12.8M
|
-$1.96M
|
-47,111
|
-13%
|
|
|
21
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$12.7M
|
-$12.5K
|
-301
|
-0.1%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$11.4M
|
+$1.14M
|
+27,330
|
+11%
|
|
|
23
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
|
$10.6M
|
–
|
–
|
–
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$10.3M
|
-$159K
|
-3,808
|
-1%
|
|
|
25
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$10M
|
+$1.9M
|
+45,647
|
+22%
|
|
