|
1
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$265M
|
+$17.1M
|
+335,338
|
+7%
|
|
|
2
|
|
$91.9M
|
+$8.71M
|
+170,484
|
+11%
|
|
|
3
|
|
$24.4M
|
+$748K
|
+14,641
|
+3%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$11.6M
|
+$334K
|
+6,536
|
+3%
|
|
|
5
|
Cypress Capital Group
Palm Beach,
Florida
|
$7.29M
|
-$75.7K
|
-1,480
|
-1%
|
|
|
6
|
Gateway Advisory
Westfield,
New Jersey
|
$6.99M
|
+$129K
|
+2,529
|
+2%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$5.8M
|
+$37.1K
|
+725
|
+0.7%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$4.98M
|
-$74.3K
|
-1,453
|
-2%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.53M
|
-$1.42M
|
-27,868
|
-30%
|
|
|
10
|
Pasadena Private Wealth
Pasadena,
California
|
$3.02M
|
+$37.4K
|
+731
|
+1%
|
|
|
11
|
Schroder Investment Management Group
London,
United Kingdom
|
$2.14M
|
-$36.8K
|
-720
|
-2%
|
|
|
12
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$1.61M
|
–
|
–
|
–
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
$1.55M
|
+$163K
|
+3,186
|
+12%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$1.41M
|
+$89.3K
|
+1,747
|
+7%
|
|
|
15
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.32M
|
-$77.6K
|
-1,519
|
-6%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$1.22M
|
–
|
–
|
–
|
|
|
17
|
Lazard Asset Management
New York
|
$1.21M
|
+$162K
|
+3,175
|
+16%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$1.17M
|
-$8.69K
|
-170
|
-0.8%
|
|
|
19
|
Clarity Capital Partners
Newport Beach,
California
|
$1.15M
|
+$522K
|
+10,219
|
+91%
|
|
|
20
|
Owen LaRue
Elizabethtown,
Kentucky
|
$1.15M
|
+$787K
|
+15,400
|
+257%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.12M
|
+$119K
|
+2,334
|
+13%
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$1.11M
|
-$670K
|
-13,114
|
-39%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.03M
|
+$17.3K
|
+338
|
+2%
|
|
|
24
|
Waverly Advisors
Birmingham,
Alabama
|
$826K
|
–
|
–
|
–
|
|
|
25
|
Russell Investments Group
London,
United Kingdom
|
$808K
|
+$334K
|
+6,540
|
+77%
|
|
