|
1
|
Bank of New York Mellon
New York
|
$44.9M
|
+$693K
|
+25,452
|
+2%
|
|
|
2
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$36.4M
|
–
|
–
|
–
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$34.4M
|
-$7.64M
|
-280,433
|
-18%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.1M
|
+$4.81M
|
+176,602
|
+19%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$29.1M
|
-$1.21M
|
-44,316
|
-4%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$27.7M
|
+$1.08M
|
+39,588
|
+4%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$25.6M
|
-$6.37M
|
-233,915
|
-20%
|
|
|
8
|
|
$21.5M
|
-$2.22M
|
-81,542
|
-9%
|
|
|
9
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$20.5M
|
-$670K
|
-24,609
|
-3%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$20.4M
|
-$1.09M
|
-39,951
|
-5%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$18.7M
|
-$202K
|
-7,419
|
-1%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$18.7M
|
-$142K
|
-5,200
|
-0.8%
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$14.3M
|
-$432K
|
-15,860
|
-3%
|
|
|
14
|
Gould Asset Management
Claremont,
California
|
$13.9M
|
+$868K
|
+31,876
|
+7%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$13.7M
|
-$1.46M
|
-53,710
|
-10%
|
|
|
16
|
Bangor Savings Bank
Bangor,
Maine
|
$13.5M
|
+$343K
|
+12,600
|
+3%
|
|
|
17
|
Conning Inc
Hartford,
Connecticut
|
$13M
|
–
|
–
|
–
|
|
|
18
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$13M
|
+$7.02M
|
+257,701
|
+121%
|
|
|
19
|
Wealthspire Advisors (New York)
New York
|
$11.6M
|
-$2.43M
|
-89,353
|
-17%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$10.5M
|
+$596K
|
+21,867
|
+6%
|
|
|
21
|
Rational Advisors
Huntington,
New York
|
$9.9M
|
+$4.7M
|
+172,561
|
+93%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.43M
|
-$21.4M
|
-785,713
|
-70%
|
|
|
23
|
|
$8.64M
|
-$306K
|
-11,235
|
-3%
|
|
|
24
|
GeoWealth Management
Chicago,
Illinois
|
$8.4M
|
+$4.68M
|
+171,977
|
+130%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$8.21M
|
+$903K
|
+33,134
|
+13%
|
|
