|
1
|
Bank of America
Charlotte,
North Carolina
|
$110M
|
-$8.85M
|
-337,710
|
-8%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$52.7M
|
+$223K
|
+8,516
|
+0.4%
|
|
|
3
|
Atherton Lane Advisers
Menlo Park,
California
|
$28.4M
|
-$18.8M
|
-718,488
|
-40%
|
|
|
4
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$25.6M
|
-$2.17M
|
-82,733
|
-8%
|
|
|
5
|
Wharton Business Group
Malvern,
Pennsylvania
|
$24.5M
|
-$8.52K
|
-325
|
-0%
|
|
|
6
|
|
$22.7M
|
-$35.8M
|
-1,367,212
|
-62%
|
|
|
7
|
United Services Automobile Association
San Antonio,
Texas
|
$16.8M
|
+$8.51M
|
+324,821
|
+106%
|
|
|
8
|
|
$15.9M
|
-$336K
|
-12,836
|
-2%
|
|
|
9
|
Destination Wealth Management
Walnut Creek,
California
|
$14.7M
|
+$421K
|
+16,055
|
+3%
|
|
|
10
|
Aviva
London,
United Kingdom
|
$12.4M
|
–
|
–
|
–
|
|
|
11
|
New England Asset Management
Farmington,
Connecticut
|
$12.3M
|
+$836K
|
+31,900
|
+7%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.63M
|
+$5.92M
|
+225,978
|
+168%
|
|
|
13
|
James Investment Research
Alpha,
Ohio
|
$8.36M
|
-$514K
|
-19,598
|
-6%
|
|
|
14
|
|
$6.45M
|
+$2.48M
|
+94,599
|
+64%
|
|
|
15
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$5.96M
|
+$20.9K
|
+797
|
+0.4%
|
|
|
16
|
Synovus Financial
Columbus,
Georgia
|
$5.3M
|
-$519K
|
-19,815
|
-9%
|
|
|
17
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$5.18M
|
-$4.86M
|
-185,300
|
Closed
|
|
|
18
|
Flow Traders U.S.
New York
|
$4.79M
|
+$4.7M
|
+179,534
|
New
|
|
|
19
|
Ronald Blue & Co
Roswell,
Georgia
|
$4.47M
|
-$38.6M
|
-1,472,653
|
-90%
|
|
|
20
|
John G. Ullman & Associates
Corning,
New York
|
$4.43M
|
+$21K
|
+800
|
+0.5%
|
|
|
21
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$3.67M
|
-$78.4K
|
-2,990
|
-2%
|
|
|
22
|
Dock Street Asset Management
Palm Beach,
Florida
|
$3.6M
|
-$2.29M
|
-87,425
|
-39%
|
|
|
23
|
Aspiriant Holdings S3
Los Angeles,
California
|
$3.39M
|
+$39.2K
|
+1,494
|
+1%
|
|
|
24
|
Windhaven Investment Management
Boston,
Massachusetts
|
$3.39M
|
-$131K
|
-4,985
|
-4%
|
|
|
25
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$3.23M
|
+$59.7K
|
+2,278
|
+2%
|
|
