|
1
|
Clal Insurance
Tel-Aviv,
Israel
|
$53.3M
|
+$53.7M
|
+1,300,000
|
New
|
|
|
2
|
|
$15.7M
|
-$8.21M
|
-198,929
|
-34%
|
|
|
3
|
|
$7.51M
|
-$5.53M
|
-133,979
|
-42%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$7.17M
|
-$4.9M
|
-118,656
|
-40%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$4.05M
|
+$137K
|
+3,325
|
+3%
|
|
|
6
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$2.99M
|
–
|
–
|
–
|
|
|
7
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$2.36M
|
+$561K
|
+13,588
|
+31%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.05M
|
+$527K
|
+12,771
|
+34%
|
|
|
9
|
MAI Capital Management
Independence,
Ohio
|
$1.99M
|
-$22.2K
|
-537
|
-1%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$1.96M
|
-$63.2K
|
-1,530
|
-3%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.86M
|
+$1.01M
|
+24,447
|
+117%
|
|
|
12
|
Wharton Business Group
Malvern,
Pennsylvania
|
$1.77M
|
–
|
–
|
–
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.67M
|
-$115K
|
-2,787
|
-6%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$1.64M
|
-$255K
|
-6,176
|
-13%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.49M
|
-$493K
|
-11,950
|
-25%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$979K
|
-$28.4K
|
-687
|
-3%
|
|
|
17
|
|
$887K
|
+$893K
|
+21,637
|
New
|
|
|
18
|
CX Institutional
Auburn,
Indiana
|
$824K
|
+$25.3K
|
+613
|
+3%
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$708K
|
+$2.31K
|
+56
|
+0.3%
|
|
|
20
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$640K
|
-$737K
|
-17,846
|
-53%
|
|
|
21
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$504K
|
+$785
|
+19
|
+0.2%
|
|
|
22
|
AE Wealth Management
Topeka,
Kansas
|
$490K
|
-$235K
|
-5,692
|
-32%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$398K
|
+$98.8K
|
+2,394
|
+33%
|
|
|
24
|
NWAM LLC
Mercer Island,
Washington
|
$333K
|
+$335K
|
+8,121
|
New
|
|
|
25
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$331K
|
+$6.57K
|
+159
|
+2%
|
|
