|
1
|
Phoenix Financial
Givatayim,
Israel
|
$49.9M
|
+$47.3M
|
+605,000
|
New
|
|
|
2
|
|
$4.01M
|
-$168K
|
-2,154
|
-4%
|
|
|
3
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$3.84M
|
+$3.64M
|
+46,600
|
New
|
|
|
4
|
LPL Financial
San Diego,
California
|
$3.05M
|
-$707K
|
-9,047
|
-20%
|
|
|
5
|
Win Advisors
Palm Beach Gardens,
Florida
|
$3.01M
|
+$2.85M
|
+36,510
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$2.8M
|
-$253K
|
-3,232
|
-9%
|
|
|
7
|
|
$1.7M
|
+$5.16K
|
+66
|
+0.3%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$1.69M
|
+$257K
|
+3,291
|
+19%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$1.64M
|
-$363K
|
-4,636
|
-19%
|
|
|
10
|
Genesee Capital Advisors
Auburn,
New York
|
$1.51M
|
+$116K
|
+1,478
|
+9%
|
|
|
11
|
Nilsine Partners
Greenwood Village,
Colorado
|
$1.47M
|
-$202K
|
-2,578
|
-13%
|
|
|
12
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$1.47M
|
-$202K
|
-2,578
|
-13%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.39M
|
+$1.12M
|
+14,299
|
+550%
|
|
|
14
|
Hollencrest Capital Management
Newport Beach,
California
|
$1.32M
|
–
|
–
|
–
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$1.18M
|
-$198K
|
-2,528
|
-15%
|
|
|
16
|
Two Sigma Investments
New York
|
$1.11M
|
+$1.06M
|
+13,500
|
New
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.05M
|
-$79.6K
|
-1,018
|
-7%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$837K
|
-$225K
|
-2,873
|
-22%
|
|
|
19
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$771K
|
-$61.6K
|
-788
|
-8%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$767K
|
+$727K
|
+9,298
|
New
|
|
|
21
|
|
$689K
|
+$320K
|
+4,086
|
+96%
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$589K
|
-$46.9K
|
-600
|
-8%
|
|
|
23
|
Coldstream Capital Management
Bellevue,
Washington
|
$506K
|
+$426K
|
+5,452
|
New
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$494K
|
-$34.5K
|
-441
|
-7%
|
|
|
25
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$469K
|
+$18.3K
|
+234
|
+4%
|
|
