|
1
|
Bank of America
Charlotte,
North Carolina
|
$191M
|
+$4.1M
|
+208,800
|
+2%
|
|
|
2
|
|
$154M
|
+$141M
|
+7,181,102
|
+1,289%
|
|
|
3
|
|
$112M
|
-$1.14M
|
-57,830
|
-1%
|
|
|
4
|
Clal Insurance
Tel-Aviv,
Israel
|
$71.5M
|
–
|
–
|
–
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$55.2M
|
+$915K
|
+46,532
|
+2%
|
|
|
6
|
Millennium Management
New York
|
$48.9M
|
-$476K
|
-24,236
|
-1%
|
|
|
7
|
Meitav Investment House
Bene-Beraq,
Israel
|
$40.4M
|
+$12M
|
+611,518
|
+43%
|
|
|
8
|
Mirabella Financial Services
London,
United Kingdom
|
$35M
|
+$4.82M
|
+245,146
|
+16%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$32.9M
|
-$1.17M
|
-59,723
|
-3%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$30.7M
|
-$2.25M
|
-114,557
|
-7%
|
|
|
11
|
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
$27.7M
|
–
|
–
|
–
|
|
|
12
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$27.6M
|
+$14.1M
|
+718,524
|
+107%
|
|
|
13
|
Money Design
Tokyo,
Japan
|
$27.2M
|
+$3.41M
|
+173,418
|
+14%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$27M
|
+$1.95M
|
+99,264
|
+8%
|
|
|
15
|
Rockefeller Capital Management
New York
|
$26.9M
|
+$23.1M
|
+1,175,738
|
+655%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$26.7M
|
-$928K
|
-47,214
|
-3%
|
|
|
17
|
Arlington Financial Advisors
Santa Barbara,
California
|
$24.5M
|
-$68.9K
|
-3,507
|
-0.3%
|
|
|
18
|
|
$21.1M
|
+$8.67M
|
+440,856
|
+71%
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$18.6M
|
+$8.91M
|
+453,421
|
+105%
|
|
|
20
|
|
$17.3M
|
+$249K
|
+12,688
|
+1%
|
|
|
21
|
Criteria Caixa
Barcelona,
Spain
|
$17.1M
|
+$3.81M
|
+194,000
|
+29%
|
|
|
22
|
Total Wealth Planning
Cincinnati,
Ohio
|
$16.8M
|
+$1.32M
|
+67,068
|
+9%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$16.7M
|
+$5.95M
|
+302,465
|
+56%
|
|
|
24
|
Arosa Capital Management
Miami Beach,
Florida
|
$16.3M
|
+$16.2M
|
+822,800
|
New
|
|
|
25
|
Element Pointe Advisors
Miami,
Florida
|
$16.1M
|
+$3.31M
|
+168,336
|
+26%
|
|
