|
1
|
UBS Group
Zurich,
Switzerland
|
$73.8M
|
+$53.6M
|
+1,327,919
|
+281%
|
|
|
2
|
|
$53.2M
|
-$61.2M
|
-1,516,173
|
-54%
|
|
|
3
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$51.6M
|
–
|
–
|
–
|
|
|
4
|
|
$51.4M
|
-$13.4M
|
-332,681
|
-21%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$20.7M
|
+$3.95M
|
+98,023
|
+24%
|
|
|
6
|
Miracle Mile Advisors
Los Angeles,
California
|
$17.5M
|
+$17.2M
|
+426,670
|
New
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$17.4M
|
-$47.1M
|
-1,167,605
|
-73%
|
|
|
8
|
|
$10.8M
|
+$7.22M
|
+179,091
|
+212%
|
|
|
9
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$9.17M
|
–
|
–
|
–
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$8.08M
|
+$2.33M
|
+57,838
|
+41%
|
|
|
11
|
Capital Planning Advisors
Roseville,
California
|
$7.69M
|
-$208K
|
-5,153
|
-3%
|
|
|
12
|
Strategic Wealth Partners
Independence,
Ohio
|
$6.67M
|
+$1.74M
|
+43,224
|
+36%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.04M
|
-$76K
|
-1,883
|
-1%
|
|
|
14
|
|
$5.67M
|
-$5.91M
|
-146,479
|
-51%
|
|
|
15
|
Chicago Wealth Management
Chicago,
Illinois
|
$5.23M
|
+$5.16M
|
+127,820
|
New
|
|
|
16
|
|
$5.21M
|
+$187K
|
+4,642
|
+4%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.18M
|
+$2.26M
|
+56,023
|
+79%
|
|
|
18
|
CX Institutional
Auburn,
Indiana
|
$4.61M
|
+$1.82M
|
+45,020
|
+67%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.45M
|
+$2.09M
|
+51,732
|
+91%
|
|
|
20
|
Merit Financial Group
Alpharetta,
Georgia
|
$4M
|
+$329K
|
+8,148
|
+9%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$3.8M
|
+$942K
|
+23,357
|
+34%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$3.74M
|
+$1.33M
|
+32,850
|
+56%
|
|
|
23
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$3.69M
|
-$79.1K
|
-1,962
|
-2%
|
|
|
24
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$3.48M
|
-$157K
|
-3,895
|
-4%
|
|
|
25
|
Lido Advisors
Los Angeles,
California
|
$2.62M
|
+$85.5K
|
+2,119
|
+3%
|
|
