|
1
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$24.5M
|
+$341K
|
+2,300
|
+2%
|
|
|
2
|
|
$19.3M
|
-$2.81M
|
-18,954
|
-14%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$12.1M
|
+$819K
|
+5,518
|
+8%
|
|
|
4
|
Progeny 3 Inc
Kirkland,
Washington
|
$11.4M
|
–
|
–
|
–
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$10.9M
|
+$1.74M
|
+11,737
|
+22%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$7.68M
|
+$790K
|
+5,328
|
+13%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.19M
|
+$4.18M
|
+28,207
|
+914%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$4.42M
|
+$3.95M
|
+26,638
|
New
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$3.44M
|
+$2.44M
|
+16,450
|
+385%
|
|
|
10
|
Front Barnett Associates
Chicago,
Illinois
|
$2.96M
|
-$12.6K
|
-85
|
-0.5%
|
|
|
11
|
State Street
Boston,
Massachusetts
|
$2.54M
|
+$58.7K
|
+396
|
+3%
|
|
|
12
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$2.52M
|
+$2.25M
|
+15,172
|
New
|
|
|
13
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$2.49M
|
–
|
–
|
–
|
|
|
14
|
|
$2.29M
|
+$2.05M
|
+13,840
|
New
|
|
|
15
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$2.27M
|
+$2.03M
|
+13,681
|
New
|
|
|
16
|
Symphony Asset Management
San Francisco,
California
|
$2.17M
|
–
|
–
|
–
|
|
|
17
|
Dowling & Yahnke
San Diego,
California
|
$1.75M
|
-$226K
|
-1,521
|
-13%
|
|
|
18
|
|
$1.74M
|
+$741K
|
+4,994
|
+91%
|
|
|
19
|
SG Americas Securities
New York
|
$1.69M
|
+$1.51M
|
+10,202
|
New
|
|
|
20
|
BNP Paribas Financial Markets
Paris,
France
|
$1.66M
|
-$2.97M
|
-20,000
|
-67%
|
|
|
21
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$1.61M
|
+$1.44M
|
+9,720
|
New
|
|
|
22
|
SOL Capital Management
Rockville,
Maryland
|
$1.41M
|
+$151K
|
+1,017
|
+14%
|
|
|
23
|
Two Sigma Securities
New York
|
$1.37M
|
+$1.22M
|
+8,245
|
New
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$1.34M
|
-$2.11M
|
-14,200
|
-64%
|
|
|
25
|
Toth Financial Advisory
Leesburg,
Virginia
|
$1.13M
|
+$1.01M
|
+6,819
|
New
|
|
