|
1
|
|
$102M
|
-$23.3M
|
-610,675
|
-18%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$57.6M
|
+$28.6M
|
+749,137
|
+89%
|
|
|
3
|
|
$57.4M
|
-$42.8M
|
-1,120,865
|
-41%
|
|
|
4
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$45.6M
|
-$5.27M
|
-138,000
|
-10%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$17.1M
|
+$13.7M
|
+357,746
|
+309%
|
|
|
6
|
Karp Capital Management
Sausalito,
California
|
$14.9M
|
-$360K
|
-9,437
|
-2%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$14.7M
|
-$302K
|
-7,926
|
-2%
|
|
|
8
|
|
$10.3M
|
+$1.83M
|
+47,948
|
+20%
|
|
|
9
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$8.1M
|
–
|
–
|
–
|
|
|
10
|
Capital Planning Advisors
Roseville,
California
|
$6.97M
|
+$1.25M
|
+32,804
|
+20%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$5.75M
|
+$4.01M
|
+105,188
|
+196%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.4M
|
-$14.7M
|
-384,452
|
-72%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$5.04M
|
-$1.32M
|
-34,541
|
-20%
|
|
|
14
|
|
$4.43M
|
+$119K
|
+3,118
|
+3%
|
|
|
15
|
Strategic Wealth Partners
Independence,
Ohio
|
$4.33M
|
+$4.57M
|
+119,662
|
New
|
|
|
16
|
BNP Paribas Financial Markets
Paris,
France
|
$3.65M
|
-$7.78M
|
-203,900
|
-67%
|
|
|
17
|
SG Americas Securities
New York
|
$3.65M
|
-$5.69M
|
-149,121
|
-60%
|
|
|
18
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$3.33M
|
-$19.5K
|
-510
|
-0.6%
|
|
|
19
|
Merit Financial Group
Alpharetta,
Georgia
|
$3.23M
|
+$3.41M
|
+89,420
|
New
|
|
|
20
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$3.22M
|
+$74.8K
|
+1,959
|
+2%
|
|
|
21
|
|
$3.06M
|
+$3.11M
|
+81,437
|
+2,539%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.55M
|
-$2.82M
|
-73,817
|
-51%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$2.51M
|
-$1.38M
|
-36,048
|
-34%
|
|
|
24
|
CX Institutional
Auburn,
Indiana
|
$2.44M
|
+$180K
|
+4,713
|
+8%
|
|
|
25
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$2.35M
|
–
|
–
|
–
|
|
