|
1
|
Wharton Business Group
Malvern,
Pennsylvania
|
$65.7M
|
+$340K
|
+6,110
|
+0.5%
|
|
|
2
|
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
$59M
|
–
|
–
|
–
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$58.6M
|
-$1.76M
|
-31,721
|
-3%
|
|
|
4
|
|
$58.3M
|
+$50.4M
|
+907,553
|
+503%
|
|
|
5
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$45.1M
|
+$3.22K
|
+58
|
+0%
|
|
|
6
|
|
$38.9M
|
+$36M
|
+647,507
|
+829%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$35.7M
|
-$4.32M
|
-77,704
|
-10%
|
|
|
8
|
|
$30.5M
|
+$1.22M
|
+22,036
|
+4%
|
|
|
9
|
Accredited Investors
Edina,
Minnesota
|
$30.1M
|
-$294K
|
-5,299
|
-0.9%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27.4M
|
+$1.75M
|
+31,468
|
+7%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$18.6M
|
+$778K
|
+14,009
|
+4%
|
|
|
12
|
SOL Capital Management
Rockville,
Maryland
|
$15.8M
|
+$131K
|
+2,360
|
+0.8%
|
|
|
13
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$14.5M
|
-$15.1M
|
-272,401
|
-50%
|
|
|
14
|
Cumberland Advisors
Sarasota,
Florida
|
$12.2M
|
+$274K
|
+4,925
|
+2%
|
|
|
15
|
|
$11.1M
|
+$401K
|
+7,218
|
+4%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.5M
|
+$209K
|
+3,753
|
+2%
|
|
|
17
|
Silvercrest Asset Management
New York
|
$9M
|
+$1.27M
|
+22,793
|
+16%
|
|
|
18
|
Hollow Brook Wealth Management
Katonah,
New York
|
$7.83M
|
-$217K
|
-3,905
|
-3%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$5.68M
|
+$556K
|
+10,009
|
+10%
|
|
|
20
|
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
$5.36M
|
–
|
–
|
–
|
|
|
21
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$4.49M
|
+$2.43M
|
+43,675
|
+109%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$3.77M
|
+$314K
|
+5,649
|
+9%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.73M
|
-$73.6K
|
-1,325
|
-2%
|
|
|
24
|
Cetera Advisors
Denver,
Colorado
|
$3.22M
|
-$16.3K
|
-293
|
-0.5%
|
|
|
25
|
Venturi Wealth Management
Austin,
Texas
|
$2.89M
|
+$415K
|
+7,475
|
+17%
|
|
