|
1
|
Phoenix Financial
Givatayim,
Israel
|
$189M
|
+$14.3M
|
+263,000
|
+7%
|
|
|
2
|
Clal Insurance
Tel-Aviv,
Israel
|
$129M
|
+$21.7M
|
+398,000
|
+18%
|
|
|
3
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$94.6M
|
+$105M
|
+1,925,000
|
New
|
|
|
4
|
|
$57.7M
|
-$12.4M
|
-226,851
|
-16%
|
|
|
5
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$43.2M
|
–
|
–
|
–
|
|
|
6
|
Wharton Business Group
Malvern,
Pennsylvania
|
$41.1M
|
+$1.41M
|
+25,785
|
+3%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$36.8M
|
+$13.9M
|
+254,808
|
+51%
|
|
|
8
|
|
$30.1M
|
-$4.68M
|
-85,760
|
-12%
|
|
|
9
|
Accredited Investors
Edina,
Minnesota
|
$25.3M
|
+$319K
|
+5,850
|
+1%
|
|
|
10
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$20.1M
|
+$1.51M
|
+27,629
|
+7%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$16.8M
|
-$4.26M
|
-78,150
|
-19%
|
|
|
12
|
Nan Shan Life Insurance
Taipei City,
Taiwan
|
$16.4M
|
-$28.9K
|
-530
|
-0.2%
|
|
|
13
|
WP Advisors
San Francisco,
California
|
$16.2M
|
+$267K
|
+4,886
|
+2%
|
|
|
14
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$16.1M
|
-$16.7K
|
-307
|
-0.1%
|
|
|
15
|
SOL Capital Management
Rockville,
Maryland
|
$14.6M
|
+$279K
|
+5,115
|
+2%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13M
|
-$1.44M
|
-26,316
|
-9%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$9.99M
|
-$306K
|
-5,610
|
-3%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$9.37M
|
-$1.95M
|
-35,771
|
-16%
|
|
|
19
|
Morningstar Investment Management
Chicago,
Illinois
|
$8.73M
|
+$3.15M
|
+57,692
|
+48%
|
|
|
20
|
North Point Portfolio Managers
Orange Village,
Ohio
|
$8.69M
|
-$669K
|
-12,264
|
-6%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$8.17M
|
-$1.71M
|
-31,409
|
-16%
|
|
|
22
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
|
$7.92M
|
–
|
–
|
–
|
|
|
23
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$6.03M
|
-$2.45M
|
-44,875
|
-27%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.77M
|
-$211K
|
-3,873
|
-3%
|
|
|
25
|
MRA Advisory Group
Parsippany,
New Jersey
|
$5.6M
|
+$686K
|
+12,578
|
+13%
|
|
