|
1
|
Bank of America
Charlotte,
North Carolina
|
$210M
|
-$70.7M
|
-2,455,965
|
-26%
|
|
|
2
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$53.1M
|
–
|
–
|
–
|
|
|
3
|
|
$34.3M
|
+$1.15M
|
+39,942
|
+4%
|
|
|
4
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$11.4M
|
-$2.19M
|
-76,191
|
-16%
|
|
|
5
|
Brookstone Capital Management
Wheaton,
Illinois
|
$10.8M
|
-$1.38M
|
-48,054
|
-12%
|
|
|
6
|
Rothschild Capital Partners
New York
|
$7.61M
|
+$7.47M
|
+259,395
|
New
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$7.32M
|
-$2.72M
|
-94,410
|
-27%
|
|
|
8
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$5.25M
|
+$829K
|
+28,800
|
+19%
|
|
|
9
|
Fidelity Investments
Boston,
Massachusetts
|
$5.17M
|
+$5.07M
|
+176,307
|
New
|
|
|
10
|
Howe & Rusling
Rochester,
New York
|
$5.09M
|
+$22K
|
+765
|
+0.4%
|
|
|
11
|
Toth Financial Advisory
Leesburg,
Virginia
|
$4.9M
|
+$80.9K
|
+2,811
|
+2%
|
|
|
12
|
|
$4.61M
|
-$21.6K
|
-750
|
-0.5%
|
|
|
13
|
|
$4.4M
|
-$86
|
-3
|
-0%
|
|
|
14
|
Xponance
Philadelphia,
Pennsylvania
|
$4.27M
|
+$4.34M
|
+150,756
|
+80%
|
|
|
15
|
Cumberland Advisors
Sarasota,
Florida
|
$4.25M
|
+$4.17M
|
+144,930
|
New
|
|
|
16
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$3.75M
|
+$882K
|
+30,630
|
+32%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$3.67M
|
+$358K
|
+12,447
|
+11%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$3.52M
|
-$215K
|
-7,476
|
-6%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$3.46M
|
+$266K
|
+9,237
|
+8%
|
|
|
20
|
New York State Common Retirement Fund
Albany,
New York
|
$3.44M
|
-$86
|
-3
|
-0%
|
|
|
21
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$3.24M
|
-$19.9K
|
-690
|
-0.6%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$3.16M
|
+$278K
|
+9,651
|
+10%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.95M
|
+$2.32M
|
+80,706
|
+405%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.29M
|
+$1.15M
|
+39,807
|
+104%
|
|
|
25
|
Stephens Inc
Little Rock,
Arkansas
|
$1.85M
|
-$28.6K
|
-993
|
-2%
|
|
