|
1
|
Wharton Business Group
Malvern,
Pennsylvania
|
$66.4M
|
+$136K
|
+2,885
|
+0.2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$46.2M
|
+$1.9M
|
+40,256
|
+4%
|
|
|
3
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$41.5M
|
-$14.8M
|
-313,645
|
-27%
|
|
|
4
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$39M
|
-$1.15M
|
-24,363
|
-3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$37.3M
|
+$10.2M
|
+215,763
|
+40%
|
|
|
6
|
Credit Suisse
Zurich,
Switzerland
|
$29.5M
|
+$9.12M
|
+192,715
|
+48%
|
|
|
7
|
Accredited Investors
Edina,
Minnesota
|
$29.2M
|
-$1.45M
|
-30,703
|
-5%
|
|
|
8
|
|
$28.8M
|
-$1.29M
|
-27,319
|
-4%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.6M
|
-$2.43M
|
-51,353
|
-12%
|
|
|
10
|
|
$17.5M
|
+$1.12M
|
+23,770
|
+7%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$16.6M
|
-$833K
|
-17,616
|
-5%
|
|
|
12
|
New York State Common Retirement Fund
Albany,
New York
|
$14.2M
|
+$118K
|
+2,496
|
+0.9%
|
|
|
13
|
SOL Capital Management
Rockville,
Maryland
|
$13.7M
|
-$199K
|
-4,200
|
-1%
|
|
|
14
|
Nottingham Advisors
Amherst,
New York
|
$12.8M
|
+$12.3M
|
+259,277
|
New
|
|
|
15
|
Cumberland Advisors
Sarasota,
Florida
|
$12.2M
|
+$362K
|
+7,650
|
+3%
|
|
|
16
|
Xponance
Philadelphia,
Pennsylvania
|
$7.13M
|
-$4.94M
|
-104,492
|
-31%
|
|
|
17
|
Hollow Brook Wealth Management
Katonah,
New York
|
$6.76M
|
+$243K
|
+5,136
|
+4%
|
|
|
18
|
Silvercrest Asset Management
New York
|
$6.49M
|
-$185K
|
-3,904
|
-3%
|
|
|
19
|
Accuvest Global Advisors
Provo,
Utah
|
$5.79M
|
-$1.03M
|
-21,820
|
-16%
|
|
|
20
|
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
$4.93M
|
–
|
–
|
–
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.64M
|
-$1.59M
|
-33,531
|
-26%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$3.92M
|
+$2.66M
|
+56,248
|
+243%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.81M
|
+$434K
|
+9,166
|
+13%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.31M
|
-$5.8M
|
-122,567
|
-65%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$2.4M
|
+$406K
|
+8,590
|
+21%
|
|
