|
1
|
|
$170M
|
+$1.55M
|
+26,722
|
+0.9%
|
|
|
2
|
|
$108M
|
+$24.6M
|
+422,583
|
+28%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$75.6M
|
+$38.6M
|
+662,887
|
+98%
|
|
|
4
|
|
$74M
|
+$20.2M
|
+347,554
|
+36%
|
|
|
5
|
J. Safra Asset Management
New York
|
$36.5M
|
+$37.6M
|
+646,853
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$35.3M
|
+$4.64M
|
+79,755
|
+15%
|
|
|
7
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$34.8M
|
–
|
–
|
–
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$25.7M
|
+$189K
|
+3,245
|
+0.7%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$25.6M
|
+$926K
|
+15,922
|
+4%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$18.2M
|
+$18.7M
|
+321,621
|
New
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$17.7M
|
-$1.13M
|
-19,459
|
-6%
|
|
|
12
|
Millennium Management
New York
|
$12M
|
+$3.7M
|
+63,645
|
+43%
|
|
|
13
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$11.6M
|
+$11.9M
|
+205,388
|
New
|
|
|
14
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$11.3M
|
+$4.6M
|
+79,012
|
+66%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.5M
|
+$2.35M
|
+40,335
|
+28%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$9.86M
|
+$459K
|
+7,888
|
+5%
|
|
|
17
|
Investment Management Corporation
Roanoke,
Virginia
|
$9.11M
|
+$9.37M
|
+161,098
|
New
|
|
|
18
|
|
$8.84M
|
+$7.62M
|
+130,905
|
+513%
|
|
|
19
|
Capital Planning Advisors
Roseville,
California
|
$8.24M
|
+$418K
|
+7,178
|
+5%
|
|
|
20
|
Chicago Wealth Management
Chicago,
Illinois
|
$7.92M
|
+$323K
|
+5,558
|
+4%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$7.21M
|
+$41.5K
|
+714
|
+0.6%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.19M
|
+$1.93M
|
+33,224
|
+35%
|
|
|
23
|
Hollencrest Capital Management
Newport Beach,
California
|
$6.23M
|
+$6.4M
|
+109,975
|
+35,476%
|
|
|
24
|
SPC Financial Inc
Rockville,
Maryland
|
$4.95M
|
+$224K
|
+3,843
|
+5%
|
|
|
25
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$4.66M
|
-$48.4K
|
-832
|
-1%
|
|
