|
1
|
|
$32.9M
|
+$1.5M
|
+28,112
|
+5%
|
|
|
2
|
|
$24.2M
|
-$910K
|
-17,078
|
-3%
|
|
|
3
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$10.6M
|
–
|
–
|
–
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$8.76M
|
-$129K
|
-2,412
|
-1%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$4.38M
|
+$335K
|
+6,287
|
+8%
|
|
|
6
|
|
$4.29M
|
-$11.4M
|
-213,173
|
-71%
|
|
|
7
|
Wharton Business Group
Malvern,
Pennsylvania
|
$4.25M
|
–
|
–
|
–
|
|
|
8
|
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
$2.76M
|
-$47.2K
|
-886
|
-2%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$2.52M
|
-$4.9K
|
-92
|
-0.2%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$2.44M
|
+$44.2K
|
+830
|
+2%
|
|
|
11
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$2.39M
|
-$72.6K
|
-1,362
|
-3%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.16M
|
+$34.8K
|
+652
|
+2%
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.02M
|
+$41.4K
|
+776
|
+2%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$1.76M
|
+$208K
|
+3,911
|
+13%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.6M
|
+$323K
|
+6,052
|
+24%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$1.49M
|
-$16.6K
|
-312
|
-1%
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$1.41M
|
+$22.1K
|
+414
|
+2%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.37M
|
+$1.19M
|
+22,301
|
+451%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.19M
|
-$45.9K
|
-862
|
-4%
|
|
|
20
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
$1.17M
|
+$47.9K
|
+898
|
+4%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$1.12M
|
-$116K
|
-2,174
|
-9%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$1.05M
|
-$6.45K
|
-121
|
-0.6%
|
|
|
23
|
Credit Suisse
Zurich,
Switzerland
|
$1.04M
|
-$780K
|
-14,629
|
-41%
|
|
|
24
|
IHT Wealth Management
Chicago,
Illinois
|
$1.02M
|
-$91.2K
|
-1,711
|
-8%
|
|
|
25
|
NWAM LLC
Mercer Island,
Washington
|
$822K
|
-$5.65K
|
-106
|
-0.6%
|
|
