|
1
|
|
$271M
|
-$1.3M
|
-50,588
|
-0.5%
|
|
|
2
|
Wealthspire Advisors (New York)
New York
|
$82.1M
|
+$7.53M
|
+294,054
|
+11%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$59.4M
|
+$1.52M
|
+59,471
|
+3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$44.2M
|
-$5.83M
|
-227,789
|
-12%
|
|
|
5
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$35.5M
|
-$11.5M
|
-450,000
|
-25%
|
|
|
6
|
Bank of New York Mellon
New York
|
$34.6M
|
+$781K
|
+30,497
|
+2%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30.6M
|
-$1.03M
|
-40,121
|
-3%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$29.8M
|
-$2.72M
|
-106,398
|
-9%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$28.1M
|
+$8.33M
|
+325,482
|
+45%
|
|
|
10
|
Private Ocean
San Rafael,
California
|
$24.2M
|
+$6.87M
|
+268,246
|
+43%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$24M
|
-$431K
|
-16,826
|
-2%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$22.6M
|
-$673K
|
-26,275
|
-3%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$22M
|
+$1.84M
|
+71,681
|
+10%
|
|
|
14
|
|
$21.4M
|
-$4.49M
|
-175,266
|
-18%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$21.3M
|
-$4.11M
|
-160,470
|
-17%
|
|
|
16
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$20.7M
|
+$345K
|
+13,458
|
+2%
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$17.7M
|
+$5.73M
|
+223,638
|
+52%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$16.7M
|
-$907K
|
-35,426
|
-5%
|
|
|
19
|
Rational Advisors
Huntington,
New York
|
$16.7M
|
+$4.6M
|
+179,635
|
+41%
|
|
|
20
|
Conning Inc
Hartford,
Connecticut
|
$12.6M
|
–
|
–
|
–
|
|
|
21
|
LPL Financial
San Diego,
California
|
$11.6M
|
+$1.84M
|
+71,705
|
+20%
|
|
|
22
|
Bangor Savings Bank
Bangor,
Maine
|
$11.4M
|
+$336K
|
+13,133
|
+3%
|
|
|
23
|
Gould Asset Management
Claremont,
California
|
$9.89M
|
-$255K
|
-9,973
|
-3%
|
|
|
24
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$8.17M
|
+$302K
|
+11,788
|
+4%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$7.36M
|
+$1.74M
|
+67,932
|
+33%
|
|
