|
1
|
Bank of America
Charlotte,
North Carolina
|
$233M
|
-$15.1M
|
-500,520
|
-6%
|
|
|
2
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$55.6M
|
-$2.02M
|
-67,031
|
-3%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$43.8M
|
+$6.28M
|
+207,830
|
+16%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$30.8M
|
-$3.9M
|
-129,079
|
-11%
|
|
|
5
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$24M
|
-$361K
|
-11,964
|
-1%
|
|
|
6
|
William Blair Investment Management
Chicago,
Illinois
|
$20.7M
|
-$51.3K
|
-1,700
|
-0.2%
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$18.3M
|
+$18.6M
|
+616,118
|
New
|
|
|
8
|
1607 Capital Partners
Richmond,
Virginia
|
$16.8M
|
+$175K
|
+5,800
|
+1%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$15M
|
-$5.54M
|
-183,342
|
-24%
|
|
|
10
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
|
$14.6M
|
–
|
–
|
–
|
|
|
11
|
Hexavest
Montreal,
Quebec, Canada
|
$14.1M
|
+$627K
|
+20,754
|
+5%
|
|
|
12
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$12M
|
+$232K
|
+7,685
|
+2%
|
|
|
13
|
|
$9.18M
|
-$4.22M
|
-139,582
|
-31%
|
|
|
14
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$8.83M
|
+$436K
|
+14,444
|
+5%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$8.79M
|
+$8.95M
|
+296,368
|
New
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$8.66M
|
-$3.7M
|
-122,360
|
-30%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.16M
|
+$975K
|
+32,279
|
+13%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.4M
|
+$2.23M
|
+73,903
|
+42%
|
|
|
19
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$7.39M
|
-$1.96M
|
-65,000
|
-21%
|
|
|
20
|
Water Oak Advisors
Winter Park,
Florida
|
$6.83M
|
+$6.09M
|
+201,625
|
+705%
|
|
|
21
|
First Personal Financial Services
Charlotte,
North Carolina
|
$5.38M
|
+$348K
|
+11,509
|
+7%
|
|
|
22
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
|
$5.2M
|
–
|
–
|
–
|
|
|
23
|
SG Americas Securities
New York
|
$4.97M
|
-$17.6M
|
-583,362
|
-78%
|
|
|
24
|
|
$4.97M
|
+$5.06M
|
+167,598
|
New
|
|
|
25
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$4.82M
|
+$371K
|
+12,300
|
+8%
|
|
