|
1
|
Bank of New York Mellon
New York
|
$42.3M
|
+$682K
|
+25,979
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$40.3M
|
+$892K
|
+33,988
|
+2%
|
|
|
3
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$34.8M
|
–
|
–
|
–
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$30.7M
|
+$4.38M
|
+166,712
|
+17%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29.8M
|
-$337K
|
-12,850
|
-1%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$29M
|
-$513K
|
-19,529
|
-2%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$25.5M
|
+$1.73M
|
+65,749
|
+7%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.1M
|
-$5.25K
|
-200
|
-0%
|
|
|
9
|
|
$22.7M
|
-$1.91M
|
-72,897
|
-8%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$20.6M
|
-$997K
|
-37,990
|
-5%
|
|
|
11
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$20.3M
|
+$456K
|
+17,365
|
+2%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$18.1M
|
+$1.56M
|
+59,496
|
+9%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$18M
|
-$495K
|
-18,864
|
-3%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$14.6M
|
+$1.85M
|
+70,372
|
+15%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$14.3M
|
+$217K
|
+8,260
|
+2%
|
|
|
16
|
Wealthspire Advisors (New York)
New York
|
$13.5M
|
-$73M
|
-2,779,822
|
-84%
|
|
|
17
|
Bangor Savings Bank
Bangor,
Maine
|
$12.6M
|
+$570K
|
+21,704
|
+5%
|
|
|
18
|
Gould Asset Management
Claremont,
California
|
$12.5M
|
+$409K
|
+15,563
|
+3%
|
|
|
19
|
Conning Inc
Hartford,
Connecticut
|
$12.4M
|
–
|
–
|
–
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$9.46M
|
+$1.69M
|
+64,506
|
+22%
|
|
|
21
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$8.76M
|
+$1.01M
|
+38,581
|
+13%
|
|
|
22
|
|
$8.56M
|
-$12.6M
|
-480,498
|
-60%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$6.99M
|
-$865K
|
-32,939
|
-11%
|
|
|
24
|
KeyBank National Association
Cleveland,
Ohio
|
$6.3M
|
-$152K
|
-5,782
|
-2%
|
|
|
25
|
Tortoise Investment Management
White Plains,
New York
|
$6.25M
|
+$331K
|
+12,611
|
+6%
|
|
