|
1
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$27M
|
+$1.59M
|
+10,000
|
+7%
|
|
|
2
|
|
$17.9M
|
-$1.85M
|
-11,649
|
-10%
|
|
|
3
|
Progeny 3 Inc
Kirkland,
Washington
|
$12.4M
|
+$589K
|
+3,714
|
+5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$11.5M
|
+$182K
|
+1,149
|
+2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$9.34M
|
-$2.88M
|
-18,155
|
-25%
|
|
|
6
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$8.92M
|
+$8.27M
|
+52,087
|
New
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.4M
|
+$965K
|
+6,084
|
+19%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$6.21M
|
+$2.47M
|
+15,544
|
+75%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$4.57M
|
-$3.11M
|
-19,610
|
-42%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$3.72M
|
+$2.16M
|
+13,591
|
+168%
|
|
|
11
|
Chevy Chase Trust
Bethesda,
Maryland
|
$3.03M
|
+$2.8M
|
+17,666
|
New
|
|
|
12
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$2.91M
|
+$1.16M
|
+7,280
|
+75%
|
|
|
13
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$2.57M
|
–
|
–
|
–
|
|
|
14
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$2.46M
|
+$108K
|
+681
|
+5%
|
|
|
15
|
Front Barnett Associates
Chicago,
Illinois
|
$2.39M
|
-$621K
|
-3,913
|
-22%
|
|
|
16
|
State Street
Boston,
Massachusetts
|
$2.37M
|
-$241K
|
-1,518
|
-10%
|
|
|
17
|
Symphony Asset Management
San Francisco,
California
|
$2.24M
|
–
|
–
|
–
|
|
|
18
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.04M
|
+$1.89M
|
+11,911
|
New
|
|
|
19
|
Dowling & Yahnke
San Diego,
California
|
$1.95M
|
+$127K
|
+801
|
+8%
|
|
|
20
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$1.85M
|
-$693K
|
-4,367
|
-29%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$1.47M
|
+$1.09M
|
+6,865
|
+397%
|
|
|
22
|
SOL Capital Management
Rockville,
Maryland
|
$1.46M
|
+$6.35K
|
+40
|
+0.5%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$1.44M
|
-$2.88M
|
-18,135
|
-68%
|
|
|
24
|
Toth Financial Advisory
Leesburg,
Virginia
|
$1.42M
|
+$238K
|
+1,500
|
+22%
|
|
|
25
|
Cutler Group
San Francisco,
California
|
$1.13M
|
+$929K
|
+5,855
|
+813%
|
|
