|
1
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$207M
|
–
|
–
|
–
|
|
|
2
|
|
$48.1M
|
+$25K
|
+584
|
+0.1%
|
|
|
3
|
|
$8.94M
|
-$5.52M
|
-128,863
|
-39%
|
|
|
4
|
|
$5.42M
|
+$210K
|
+4,900
|
+4%
|
|
|
5
|
Gateway Advisory
Westfield,
New Jersey
|
$5.06M
|
+$57.9K
|
+1,352
|
+1%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$3.99M
|
-$482K
|
-11,237
|
-11%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$3.86M
|
-$392K
|
-9,153
|
-10%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.12M
|
+$317K
|
+7,392
|
+12%
|
|
|
9
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$2.64M
|
+$185K
|
+4,311
|
+8%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$1.8M
|
+$1.71M
|
+39,979
|
New
|
|
|
11
|
Cypress Capital Group
Palm Beach,
Florida
|
$1.7M
|
+$493K
|
+11,505
|
+44%
|
|
|
12
|
Schroder Investment Management Group
London,
United Kingdom
|
$1.62M
|
-$172K
|
-4,010
|
-10%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$1.59M
|
+$9.81K
|
+229
|
+0.7%
|
|
|
14
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$1.47M
|
–
|
–
|
–
|
|
|
15
|
Artisan Partners
Milwaukee,
Wisconsin
|
$1.08M
|
+$159K
|
+3,704
|
+18%
|
|
|
16
|
Lazard Asset Management
New York
|
$894K
|
–
|
–
|
–
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$805K
|
+$16.2K
|
+377
|
+2%
|
|
|
18
|
IFP Advisors
Tampa,
Florida
|
$772K
|
-$49.1K
|
-1,147
|
-6%
|
|
|
19
|
CIBC World Market
Toronto,
Ontario, Canada
|
$714K
|
-$5.83K
|
-136
|
-0.9%
|
|
|
20
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$688K
|
–
|
–
|
–
|
|
|
21
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$601K
|
+$566K
|
+13,211
|
New
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$556K
|
-$473K
|
-11,031
|
-47%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$522K
|
-$41.4K
|
-967
|
-8%
|
|
|
24
|
Realta Investment Advisors
Wilmington,
Delaware
|
$511K
|
-$51.9K
|
-1,212
|
-10%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$511K
|
-$6.64K
|
-155
|
-1%
|
|
