|
1
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$9.07M
|
+$291K
|
+24,951
|
+3%
|
|
|
2
|
Wharton Business Group
Malvern,
Pennsylvania
|
$3.15M
|
+$319K
|
+27,400
|
+12%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$2.23M
|
-$98.9K
|
-8,480
|
-4%
|
|
|
4
|
Old Mission Capital
Chicago,
Illinois
|
$755K
|
+$306K
|
+26,218
|
+73%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$616K
|
+$591K
|
+50,675
|
New
|
|
|
6
|
|
$553K
|
-$366K
|
-31,356
|
-41%
|
|
|
7
|
Xponance
Philadelphia,
Pennsylvania
|
$479K
|
-$12.8M
|
-1,100,000
|
-97%
|
|
|
8
|
|
$368K
|
+$27.3K
|
+2,345
|
+8%
|
|
|
9
|
New York State Common Retirement Fund
Albany,
New York
|
$300K
|
-$7.99M
|
-685,743
|
-97%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$275K
|
-$325K
|
-27,888
|
-55%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$253K
|
-$486K
|
-41,695
|
-67%
|
|
|
12
|
|
$152K
|
-$117
|
-10
|
-0.1%
|
|
|
13
|
Virtu KCG Holdings
New York
|
$146K
|
-$38.4K
|
-3,298
|
-22%
|
|
|
14
|
Ausdal Financial Partners
Davenport,
Iowa
|
$142K
|
+$136K
|
+11,700
|
New
|
|
|
15
|
Private Trust Company
Cleveland,
Ohio
|
$130K
|
+$125K
|
+10,703
|
New
|
|
|
16
|
|
$66K
|
-$11.4K
|
-975
|
-15%
|
|
|
17
|
Perigon Wealth Management
San Francisco,
California
|
$54K
|
–
|
–
|
–
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$22K
|
-$310K
|
-26,578
|
-94%
|
|
|
19
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$11K
|
–
|
–
|
–
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$7K
|
–
|
–
|
–
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$5K
|
–
|
–
|
–
|
|
|
22
|
MSI Financial Services
Springfield,
Massachusetts
|
$5K
|
–
|
–
|
–
|
|
|
23
|
Next Financial Group
Houston,
Texas
|
$5K
|
+$4.71K
|
+404
|
New
|
|
|
24
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$5K
|
+$5.13K
|
+440
|
New
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
–
|
-$226K
|
-21,007
|
Closed
|
|
