|
1
|
Bank of America
Charlotte,
North Carolina
|
$73.1M
|
+$7.42M
|
+235,870
|
+11%
|
|
|
2
|
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
$57.5M
|
+$58.9M
|
+1,875,000
|
New
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$20.2M
|
+$4.07M
|
+129,424
|
+24%
|
|
|
4
|
|
$8.09M
|
-$165K
|
-5,264
|
-2%
|
|
|
5
|
Private Ocean
San Rafael,
California
|
$7.86M
|
+$5.61M
|
+178,395
|
+229%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$7.56M
|
-$1.12M
|
-35,474
|
-13%
|
|
|
7
|
Round Table Services
Westfield,
New Jersey
|
$7.51M
|
+$4.58M
|
+145,765
|
+147%
|
|
|
8
|
|
$6.73M
|
+$2.1M
|
+66,841
|
+44%
|
|
|
9
|
|
$5.99M
|
+$59.6K
|
+1,895
|
+1%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.58M
|
+$110K
|
+3,486
|
+2%
|
|
|
11
|
|
$5.48M
|
+$3.94M
|
+125,217
|
+235%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.25M
|
+$548K
|
+17,425
|
+11%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$4.6M
|
+$1.05M
|
+33,371
|
+29%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.47M
|
+$4M
|
+127,223
|
+691%
|
|
|
15
|
|
$4.14M
|
+$3.5M
|
+111,355
|
+468%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$3.31M
|
+$3.39M
|
+107,841
|
New
|
|
|
17
|
|
$3.17M
|
+$3.24M
|
+103,194
|
New
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$2.98M
|
+$2.4M
|
+76,345
|
+367%
|
|
|
19
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$2.35M
|
+$1.43M
|
+45,539
|
+147%
|
|
|
20
|
Litman Gregory Wealth Management
Larkspur,
California
|
$2.02M
|
+$143K
|
+4,548
|
+7%
|
|
|
21
|
BSW Wealth Partners
Boulder,
Colorado
|
$1.97M
|
+$2.02M
|
+64,324
|
New
|
|
|
22
|
Mission Wealth Management
Santa Barbara,
California
|
$1.73M
|
+$630K
|
+20,045
|
+55%
|
|
|
23
|
Natixis Advisors
Boston,
Massachusetts
|
$1.63M
|
+$1.67M
|
+53,121
|
New
|
|
|
24
|
LPL Financial
San Diego,
California
|
$1.55M
|
+$194K
|
+6,167
|
+14%
|
|
|
25
|
Tompkins Financial
Ithaca,
New York
|
$1.26M
|
+$62.3K
|
+1,981
|
+5%
|
|
