|
1
|
|
$152M
|
-$18.8M
|
-388,180
|
-12%
|
|
|
2
|
|
$71.6M
|
-$858K
|
-17,696
|
-1%
|
|
|
3
|
|
$50.6M
|
-$3.79M
|
-78,313
|
-7%
|
|
|
4
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$32M
|
–
|
–
|
–
|
|
|
5
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$26.5M
|
-$1.8M
|
-37,070
|
-7%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$23.8M
|
-$3.05M
|
-62,878
|
-12%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$20.4M
|
+$1.87M
|
+38,604
|
+11%
|
|
|
8
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$19.6M
|
-$455K
|
-9,384
|
-2%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$19.5M
|
-$3.13M
|
-64,617
|
-15%
|
|
|
10
|
|
$16.6M
|
-$1.99M
|
-41,043
|
-11%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$15.4M
|
-$7.29M
|
-150,381
|
-34%
|
|
|
12
|
BNP Paribas Financial Markets
Paris,
France
|
$15.2M
|
-$1.7M
|
-35,104
|
-11%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$11.5M
|
-$3.71M
|
-76,585
|
-26%
|
|
|
14
|
Barclays
London,
United Kingdom
|
$10.4M
|
+$9.69M
|
+200,000
|
New
|
|
|
15
|
Insight Wealth Strategies
San Ramon,
California
|
$8.77M
|
-$7.93M
|
-163,737
|
-49%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$7.09M
|
+$2.34M
|
+48,305
|
+55%
|
|
|
17
|
Capital Planning Advisors
Roseville,
California
|
$6.95M
|
-$143K
|
-2,961
|
-2%
|
|
|
18
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$6.81M
|
+$4.92M
|
+101,462
|
+346%
|
|
|
19
|
Chicago Wealth Management
Chicago,
Illinois
|
$6.8M
|
+$27.3K
|
+563
|
+0.4%
|
|
|
20
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$5.58M
|
+$587K
|
+12,118
|
+13%
|
|
|
21
|
Concentric Capital Strategies
Stamford,
Connecticut
|
$4.8M
|
+$4.46M
|
+92,110
|
New
|
|
|
22
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$4.42M
|
-$42.6K
|
-879
|
-1%
|
|
|
23
|
Lido Advisors
Los Angeles,
California
|
$4.4M
|
+$265K
|
+5,474
|
+7%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.36M
|
+$3.73M
|
+76,965
|
+1,142%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.25M
|
+$685K
|
+14,135
|
+21%
|
|
