|
1
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$227M
|
–
|
–
|
–
|
|
|
2
|
|
$66.5M
|
+$7.84M
|
+169,956
|
+14%
|
|
|
3
|
|
$18.5M
|
+$2.14M
|
+46,285
|
+14%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$7.37M
|
+$850K
|
+18,413
|
+14%
|
|
|
5
|
Gateway Advisory
Westfield,
New Jersey
|
$6.12M
|
+$419K
|
+9,076
|
+8%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$5.23M
|
+$32.7K
|
+708
|
+0.7%
|
|
|
7
|
Cypress Capital Group
Palm Beach,
Florida
|
$5.23M
|
+$1.63M
|
+35,385
|
+50%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$3.53M
|
+$230K
|
+4,980
|
+7%
|
|
|
9
|
Pasadena Private Wealth
Pasadena,
California
|
$2.76M
|
+$2.59M
|
+56,037
|
New
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.63M
|
+$1.01M
|
+21,802
|
+69%
|
|
|
11
|
|
$2.31M
|
-$3.35M
|
-72,600
|
-61%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$2.08M
|
+$24.2K
|
+525
|
+1%
|
|
|
13
|
Schroder Investment Management Group
London,
United Kingdom
|
$1.75M
|
-$19.4K
|
-420
|
-1%
|
|
|
14
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.74M
|
+$543K
|
+11,775
|
+50%
|
|
|
15
|
IFP Advisors
Tampa,
Florida
|
$1.58M
|
+$667K
|
+14,457
|
+82%
|
|
|
16
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$1.48M
|
-$126K
|
-2,730
|
-8%
|
|
|
17
|
Silver Oak Securities
Jackson,
Tennessee
|
$1.33M
|
+$1.25M
|
+27,031
|
New
|
|
|
18
|
Atria Wealth Solutions
New York
|
$1.28M
|
+$1.2M
|
+25,901
|
New
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$1.15M
|
+$4.11K
|
+89
|
+0.4%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$1.09M
|
-$18.3K
|
-397
|
-2%
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$1.08M
|
+$124K
|
+2,684
|
+14%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$1.01M
|
-$1.87M
|
-40,565
|
-67%
|
|
|
23
|
|
$985K
|
-$13.8M
|
-300,000
|
-94%
|
|
|
24
|
Lazard Asset Management
New York
|
$953K
|
-$22.9K
|
-497
|
-3%
|
|
|
25
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$752K
|
–
|
–
|
–
|
|
