|
1
|
|
$136M
|
-$8.77M
|
-175,041
|
-6%
|
|
|
2
|
|
$106M
|
+$37.2M
|
+742,302
|
+54%
|
|
|
3
|
|
$41.4M
|
-$7.11M
|
-141,977
|
-15%
|
|
|
4
|
|
$33M
|
+$17.2M
|
+342,826
|
+107%
|
|
|
5
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$30.7M
|
–
|
–
|
–
|
|
|
6
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$25.4M
|
-$318K
|
-6,350
|
-1%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$23.4M
|
+$8.72M
|
+174,003
|
+59%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$23.4M
|
+$622K
|
+12,422
|
+3%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$19.7M
|
+$212K
|
+4,233
|
+1%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$18.7M
|
+$24.8K
|
+496
|
+0.1%
|
|
|
11
|
Barclays
London,
United Kingdom
|
$10.2M
|
+$219K
|
+4,372
|
+2%
|
|
|
12
|
BNP Paribas Financial Markets
Paris,
France
|
$8.76M
|
-$5.83M
|
-116,301
|
-40%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.46M
|
+$6.15M
|
+122,709
|
+261%
|
|
|
14
|
|
$8.39M
|
+$4.93M
|
+98,360
|
+141%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$6.91M
|
+$126K
|
+2,516
|
+2%
|
|
|
16
|
Capital Planning Advisors
Roseville,
California
|
$6.87M
|
+$223K
|
+4,444
|
+3%
|
|
|
17
|
Chicago Wealth Management
Chicago,
Illinois
|
$6.57M
|
+$61.2K
|
+1,221
|
+0.9%
|
|
|
18
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$6M
|
-$522K
|
-10,428
|
-8%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$5.38M
|
-$5.61M
|
-112,090
|
-51%
|
|
|
20
|
GTS Securities
Miami,
Florida
|
$4.94M
|
+$4.15M
|
+82,795
|
+505%
|
|
|
21
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$4.74M
|
+$758K
|
+15,137
|
+19%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.52M
|
+$451K
|
+9,000
|
+11%
|
|
|
23
|
Lido Advisors
Los Angeles,
California
|
$4.24M
|
+$34.8K
|
+694
|
+0.8%
|
|
|
24
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$4.2M
|
-$30.1K
|
-600
|
-0.7%
|
|
|
25
|
Brookstone Capital Management
Wheaton,
Illinois
|
$4.09M
|
+$192K
|
+3,838
|
+5%
|
|
