|
1
|
Wells Fargo
San Francisco,
California
|
$43.7M
|
+$1.59M
|
+51,296
|
+4%
|
|
|
2
|
|
$34.2M
|
+$1.71M
|
+54,897
|
+5%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30.4M
|
+$3.24M
|
+104,156
|
+12%
|
|
|
4
|
Bank of New York Mellon
New York
|
$24.5M
|
-$1.54M
|
-49,427
|
-6%
|
|
|
5
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$23.8M
|
–
|
–
|
–
|
|
|
6
|
CNO Financial Group
Carmel,
Indiana
|
$21.4M
|
–
|
–
|
–
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.1M
|
+$714K
|
+22,976
|
+4%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$13.2M
|
+$1.09M
|
+35,095
|
+9%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$12.7M
|
-$864K
|
-27,799
|
-6%
|
|
|
10
|
Sage Advisory Services
Austin,
Texas
|
$11.4M
|
+$850K
|
+27,362
|
+8%
|
|
|
11
|
Lido Advisors
Los Angeles,
California
|
$8.15M
|
-$105K
|
-3,389
|
-1%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$8.1M
|
+$267K
|
+8,597
|
+3%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$7.85M
|
-$75K
|
-2,416
|
-0.9%
|
|
|
14
|
United Asset Strategies
Garden City,
New York
|
$7.65M
|
+$7.78M
|
+250,574
|
New
|
|
|
15
|
Park Avenue Securities
New York
|
$5.54M
|
-$983K
|
-31,656
|
-15%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$5.38M
|
+$114K
|
+3,684
|
+2%
|
|
|
17
|
Checchi Capital Advisers
Beverly Hills,
California
|
$5.32M
|
-$17.8K
|
-574
|
-0.3%
|
|
|
18
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$5.01M
|
+$954K
|
+30,724
|
+23%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.32M
|
-$2.28M
|
-73,415
|
-34%
|
|
|
20
|
Crews Bank & Trust
Wauchula,
Florida
|
$4.22M
|
+$2.8K
|
+90
|
+0.1%
|
|
|
21
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$4.1M
|
-$79.6K
|
-2,563
|
-2%
|
|
|
22
|
&Partners
Nashville,
Tennessee
|
$4.01M
|
+$37.6K
|
+1,210
|
+0.9%
|
|
|
23
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$3.75M
|
+$1.9M
|
+61,286
|
+100%
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3.56M
|
+$115K
|
+3,704
|
+3%
|
|
|
25
|
Matthew Hamilton Rosenberg
|
$3.5M
|
+$382K
|
+12,305
|
+12%
|
|
