|
1
|
Bank of America
Charlotte,
North Carolina
|
$130M
|
-$56.4M
|
-1,667,261
|
-30%
|
|
|
2
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$72M
|
+$8.66M
|
+256,152
|
+14%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$45.9M
|
-$2.83M
|
-83,828
|
-6%
|
|
|
4
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$28.4M
|
+$27.9M
|
+826,238
|
+133,264%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$26.1M
|
-$3.12M
|
-92,166
|
-11%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$19.8M
|
+$10.2M
|
+300,492
|
+108%
|
|
|
7
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
|
$18.4M
|
+$1.46M
|
+43,175
|
+9%
|
|
|
8
|
1607 Capital Partners
Richmond,
Virginia
|
$17.5M
|
–
|
–
|
–
|
|
|
9
|
|
$16.2M
|
+$16M
|
+472,666
|
New
|
|
|
10
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$15.7M
|
+$15.5M
|
+458,145
|
New
|
|
|
11
|
|
$11.4M
|
+$9.27M
|
+274,158
|
+467%
|
|
|
12
|
|
$11.4M
|
+$5.77M
|
+170,784
|
+105%
|
|
|
13
|
XL Group Investments
Hamilton,
Bermuda
|
$10.7M
|
–
|
–
|
–
|
|
|
14
|
Hexavest
Montreal,
Quebec, Canada
|
$8.85M
|
-$851K
|
-25,169
|
-9%
|
|
|
15
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$8.66M
|
-$7.66M
|
-226,448
|
-47%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.57M
|
-$252K
|
-7,453
|
-3%
|
|
|
17
|
Keel Point
Huntsville,
Alabama
|
$8.45M
|
+$8.32M
|
+246,202
|
New
|
|
|
18
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$7M
|
+$3.47M
|
+102,759
|
+102%
|
|
|
19
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
|
$6.91M
|
+$876K
|
+25,905
|
+15%
|
|
|
20
|
|
$6.66M
|
+$1.96M
|
+57,855
|
+42%
|
|
|
21
|
First Personal Financial Services
Charlotte,
North Carolina
|
$6.39M
|
+$5.71K
|
+169
|
+0.1%
|
|
|
22
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$6.39M
|
+$336K
|
+9,933
|
+6%
|
|
|
23
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$6.39M
|
+$336K
|
+9,933
|
+6%
|
|
|
24
|
Catalyst Capital Advisors
Huntington,
New York
|
$6.14M
|
+$1.38M
|
+40,859
|
+30%
|
|
|
25
|
Millburn Ridgefield Corp
New York
|
$6.14M
|
+$1.38M
|
+40,859
|
+30%
|
|
