|
1
|
Wharton Business Group
Malvern,
Pennsylvania
|
$39.9M
|
+$7.5M
|
+229,670
|
+23%
|
|
|
2
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$38.2M
|
+$14.2M
|
+436,079
|
+61%
|
|
|
3
|
Accredited Investors
Edina,
Minnesota
|
$16.7M
|
+$16.5M
|
+506,627
|
New
|
|
|
4
|
|
$11.2M
|
-$14.4M
|
-441,665
|
-57%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$10.4M
|
-$345K
|
-10,556
|
-3%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.36M
|
-$3.37M
|
-103,317
|
-27%
|
|
|
7
|
SOL Capital Management
Rockville,
Maryland
|
$9.03M
|
+$1M
|
+30,622
|
+13%
|
|
|
8
|
Accuvest Global Advisors
Provo,
Utah
|
$6.06M
|
-$388K
|
-11,870
|
-6%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$5.55M
|
-$425K
|
-13,004
|
-7%
|
|
|
10
|
Silvercrest Asset Management
New York
|
$4.8M
|
+$2.48K
|
+76
|
+0.1%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$2.72M
|
-$586K
|
-17,928
|
-18%
|
|
|
12
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$2.69M
|
-$3.66M
|
-112,000
|
-58%
|
|
|
13
|
|
$2.56M
|
+$2.21M
|
+67,737
|
+712%
|
|
|
14
|
Albion Financial Group
Salt Lake City,
Utah
|
$2.11M
|
-$229K
|
-7,024
|
-10%
|
|
|
15
|
|
$1.86M
|
+$164K
|
+5,023
|
+10%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.75M
|
+$1.08M
|
+33,074
|
+167%
|
|
|
17
|
|
$1.72M
|
+$480K
|
+14,706
|
+39%
|
|
|
18
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$1.08M
|
-$1.95M
|
-59,835
|
Closed
|
|
|
19
|
Parsons Capital Management
Providence,
Rhode Island
|
$972K
|
-$32.7K
|
-1,000
|
-3%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$819K
|
-$8.88K
|
-272
|
-1%
|
|
|
21
|
M&T Bank
Buffalo,
New York
|
$740K
|
-$1.24K
|
-38
|
-0.2%
|
|
|
22
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$480K
|
-$20.6K
|
-632
|
-4%
|
|
|
23
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$477K
|
+$12.4K
|
+380
|
+3%
|
|
|
24
|
Koshinski Asset Management
Decatur,
Illinois
|
$475K
|
-$30.2K
|
-924
|
-6%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$386K
|
-$24.2M
|
-740,786
|
-98%
|
|
