|
1
|
Wealthspire Advisors (New York)
New York
|
$87.4M
|
+$6.43M
|
+241,974
|
+8%
|
|
|
2
|
Bank of New York Mellon
New York
|
$41.9M
|
+$7.78M
|
+292,459
|
+23%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$39.7M
|
-$3.91M
|
-147,204
|
-9%
|
|
|
4
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$35M
|
–
|
–
|
–
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30.3M
|
+$124K
|
+4,650
|
+0.4%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$29.7M
|
+$2.06M
|
+77,321
|
+7%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$26.5M
|
-$3M
|
-112,825
|
-10%
|
|
|
8
|
Private Ocean
San Rafael,
California
|
$25.8M
|
+$1.97M
|
+74,215
|
+8%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.3M
|
+$3.59M
|
+135,197
|
+17%
|
|
|
10
|
|
$24.8M
|
+$3.61M
|
+135,692
|
+17%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$23.9M
|
+$179K
|
+6,729
|
+0.8%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$21.8M
|
-$542K
|
-20,386
|
-2%
|
|
|
13
|
|
$21.4M
|
-$247M
|
-9,276,439
|
-92%
|
|
|
14
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$20M
|
-$446K
|
-16,775
|
-2%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$18.6M
|
-$2.36M
|
-88,633
|
-11%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$16.7M
|
+$159K
|
+5,962
|
+1%
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$14.1M
|
-$3.35M
|
-126,156
|
-19%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$12.8M
|
+$1.36M
|
+50,962
|
+12%
|
|
|
19
|
Conning Inc
Hartford,
Connecticut
|
$12.5M
|
–
|
–
|
–
|
|
|
20
|
Gould Asset Management
Claremont,
California
|
$12.2M
|
+$2.42M
|
+90,938
|
+25%
|
|
|
21
|
Bangor Savings Bank
Bangor,
Maine
|
$12.1M
|
+$818K
|
+30,752
|
+7%
|
|
|
22
|
Rational Advisors
Huntington,
New York
|
$10.4M
|
-$6.1M
|
-229,445
|
-37%
|
|
|
23
|
|
$8.09M
|
+$7.6M
|
+285,903
|
+1,532%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$7.91M
|
+$642K
|
+24,156
|
+9%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$7.81M
|
-$50.9M
|
-1,912,617
|
-87%
|
|
