|
1
|
|
$3.79B
|
+$160M
|
+3,306,723
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$471M
|
+$5.92M
|
+122,170
|
+1%
|
|
|
3
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
$44M
|
–
|
–
|
–
|
|
|
4
|
Janus Henderson Group
London,
|
$27.8M
|
+$2.06M
|
+42,439
|
+8%
|
|
|
5
|
|
$16.3M
|
+$219K
|
+4,525
|
+1%
|
|
|
6
|
|
$14.2M
|
-$2.33M
|
-48,129
|
-14%
|
|
|
7
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$11.9M
|
-$130K
|
-2,694
|
-1%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$8.3M
|
-$337K
|
-6,965
|
-4%
|
|
|
9
|
Proquility Private Wealth Partners
Las Vegas,
Nevada
|
$6.17M
|
-$35K
|
-723
|
-0.6%
|
|
|
10
|
PGIM Custom Harvest
Newark,
New Jersey
|
$2.17M
|
-$124K
|
-2,562
|
-5%
|
|
|
11
|
Syon Capital
San Francisco,
California
|
$2.13M
|
+$436
|
+9
|
+0%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.86M
|
+$309K
|
+6,384
|
+20%
|
|
|
13
|
Choreo LLC
Rockford,
Illinois
|
$1.73M
|
+$1.73M
|
+35,735
|
New
|
|
|
14
|
MML Investors Services
Springfield,
Massachusetts
|
$1.52M
|
+$52.4K
|
+1,083
|
+4%
|
|
|
15
|
Rockefeller Capital Management
New York
|
$1.15M
|
-$97
|
-2
|
-0%
|
|
|
16
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.15M
|
+$619K
|
+12,776
|
+116%
|
|
|
17
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$1.11M
|
–
|
–
|
–
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$953K
|
-$1.41M
|
-29,180
|
-60%
|
|
|
19
|
Corient Private Wealth
Miami,
Florida
|
$944K
|
+$130K
|
+2,694
|
+16%
|
|
|
20
|
Comerica Bank
Dallas,
Texas
|
$872K
|
+$85K
|
+1,755
|
+11%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$846K
|
-$135K
|
-2,798
|
-14%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$688K
|
-$798K
|
-16,471
|
-54%
|
|
|
23
|
Keel Point
Huntsville,
Alabama
|
$669K
|
–
|
–
|
–
|
|
|
24
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$475K
|
+$316K
|
+6,523
|
+198%
|
|
|
25
|
Wealthspire Advisors (New York)
New York
|
$473K
|
+$13.9K
|
+288
|
+3%
|
|
