|
1
|
Wharton Business Group
Malvern,
Pennsylvania
|
$63.8M
|
-$662K
|
-13,715
|
-1%
|
|
|
2
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$54.8M
|
–
|
–
|
–
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$42.6M
|
+$19.4M
|
+400,979
|
+81%
|
|
|
4
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$38.7M
|
-$8.07M
|
-167,130
|
-17%
|
|
|
5
|
Accredited Investors
Edina,
Minnesota
|
$29.6M
|
-$695K
|
-14,381
|
-2%
|
|
|
6
|
|
$29M
|
+$1.54M
|
+31,817
|
+5%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$25.6M
|
+$14.6M
|
+302,554
|
+128%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.4M
|
+$6.23M
|
+128,941
|
+43%
|
|
|
9
|
Credit Suisse
Zurich,
Switzerland
|
$19.2M
|
+$19.6M
|
+405,000
|
New
|
|
|
10
|
LPL Financial
San Diego,
California
|
$16.8M
|
+$5.35M
|
+110,759
|
+46%
|
|
|
11
|
Xponance
Philadelphia,
Pennsylvania
|
$15.8M
|
+$997K
|
+20,637
|
+7%
|
|
|
12
|
|
$15.7M
|
-$4.67M
|
-96,703
|
-23%
|
|
|
13
|
New York State Common Retirement Fund
Albany,
New York
|
$13.5M
|
+$385K
|
+7,972
|
+3%
|
|
|
14
|
SOL Capital Management
Rockville,
Maryland
|
$13.4M
|
-$349K
|
-7,225
|
-3%
|
|
|
15
|
Cumberland Advisors
Sarasota,
Florida
|
$11.4M
|
+$4.86M
|
+100,730
|
+73%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.01M
|
-$960K
|
-19,873
|
-9%
|
|
|
17
|
Accuvest Global Advisors
Provo,
Utah
|
$6.62M
|
+$6.72M
|
+139,230
|
New
|
|
|
18
|
Silvercrest Asset Management
New York
|
$6.44M
|
+$405K
|
+8,396
|
+7%
|
|
|
19
|
Hollow Brook Wealth Management
Katonah,
New York
|
$6.26M
|
-$627K
|
-12,973
|
-9%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.07M
|
+$1.47M
|
+30,480
|
+31%
|
|
|
21
|
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
$4.75M
|
–
|
–
|
–
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.24M
|
-$99.9K
|
-2,068
|
-3%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$2.81M
|
+$1.12M
|
+23,132
|
+65%
|
|
|
24
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$2.35M
|
+$837K
|
+17,322
|
+54%
|
|
|
25
|
L.J. Altfest & Co
New York
|
$2.25M
|
+$2.28M
|
+47,270
|
New
|
|
