|
1
|
Wharton Business Group
Malvern,
Pennsylvania
|
$64.1M
|
+$1.98M
|
+46,705
|
+4%
|
|
|
2
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$54.6M
|
–
|
–
|
–
|
|
|
3
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$46.4M
|
-$189K
|
-4,457
|
-0.5%
|
|
|
4
|
Accredited Investors
Edina,
Minnesota
|
$30.1M
|
+$246K
|
+5,814
|
+0.9%
|
|
|
5
|
|
$27.4M
|
+$4.19M
|
+98,986
|
+21%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$23.4M
|
+$9.43M
|
+222,511
|
+81%
|
|
|
7
|
|
$20.2M
|
-$27M
|
-637,530
|
-60%
|
|
|
8
|
Xponance
Philadelphia,
Pennsylvania
|
$14.9M
|
+$13.2M
|
+311,188
|
New
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.2M
|
+$3.42M
|
+80,628
|
+37%
|
|
|
10
|
SOL Capital Management
Rockville,
Maryland
|
$13.6M
|
+$42.4K
|
+1,000
|
+0.3%
|
|
|
11
|
New York State Common Retirement Fund
Albany,
New York
|
$13.1M
|
+$11.7M
|
+276,753
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$11.6M
|
+$9.47M
|
+223,373
|
+1,131%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$11.2M
|
+$1.96M
|
+46,197
|
+24%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.91M
|
+$951K
|
+22,435
|
+12%
|
|
|
15
|
Hollow Brook Wealth Management
Katonah,
New York
|
$6.84M
|
+$341K
|
+8,043
|
+6%
|
|
|
16
|
Cumberland Advisors
Sarasota,
Florida
|
$6.57M
|
-$479K
|
-11,310
|
-8%
|
|
|
17
|
Silvercrest Asset Management
New York
|
$6.01M
|
-$818K
|
-19,303
|
-13%
|
|
|
18
|
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
$4.73M
|
+$4.24M
|
+100,000
|
New
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.59M
|
+$3.72M
|
+87,731
|
+929%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.32M
|
+$765K
|
+18,061
|
+35%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$1.69M
|
+$1.52M
|
+35,799
|
New
|
|
|
22
|
|
$1.62M
|
+$1.46M
|
+34,349
|
New
|
|
|
23
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1.52M
|
-$191K
|
-4,497
|
-12%
|
|
|
24
|
Cetera Advisors
Denver,
Colorado
|
$1.51M
|
+$1.35M
|
+31,799
|
New
|
|
|
25
|
|
$1.47M
|
+$1.31M
|
+31,000
|
New
|
|
