|
1
|
Protective Life
Birmingham,
Alabama
|
$26.2M
|
–
|
–
|
–
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$25.4M
|
-$2.47M
|
-68,162
|
-9%
|
|
|
3
|
CNO Financial Group
Carmel,
Indiana
|
$25.1M
|
–
|
–
|
–
|
|
|
4
|
PFS Investments
Duluth,
Georgia
|
$23.7M
|
+$11.4M
|
+315,585
|
+91%
|
|
|
5
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$20.2M
|
-$6.66M
|
-184,193
|
-25%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20M
|
+$6.76M
|
+186,729
|
+50%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.8M
|
+$10.8M
|
+299,583
|
+179%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$15M
|
-$1.46M
|
-40,420
|
-9%
|
|
|
9
|
Sage Advisory Services
Austin,
Texas
|
$12.7M
|
+$9.05M
|
+250,218
|
+243%
|
|
|
10
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$10.1M
|
-$618K
|
-17,081
|
-6%
|
|
|
11
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$9.82M
|
+$517K
|
+14,299
|
+6%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$9.78M
|
-$4.28M
|
-118,339
|
-30%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$9.72M
|
+$3.1M
|
+85,715
|
+46%
|
|
|
14
|
|
$8.66M
|
-$428K
|
-11,828
|
-5%
|
|
|
15
|
Good Life Advisors
Reading,
Pennsylvania
|
$6.59M
|
+$65.8K
|
+1,819
|
+1%
|
|
|
16
|
IFG Advisory
Atlanta,
Georgia
|
$6.4M
|
+$538K
|
+14,874
|
+9%
|
|
|
17
|
Long Run Wealth Advisors
Lake Placid,
New York
|
$6.01M
|
+$616K
|
+17,019
|
+11%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$5.99M
|
-$7.17M
|
-198,244
|
-54%
|
|
|
19
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$5.59M
|
+$5.64M
|
+155,952
|
New
|
|
|
20
|
Vickerman Investment Advisors
Spokane,
Washington
|
$4.69M
|
+$1.75M
|
+48,407
|
+59%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.56M
|
+$4.6M
|
+127,218
|
New
|
|
|
22
|
Columbus Macro
New Castle,
Pennsylvania
|
$4.47M
|
+$4.51M
|
+124,770
|
New
|
|
|
23
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$4.36M
|
-$9.48K
|
-262
|
-0.2%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$4.27M
|
+$2.76M
|
+76,288
|
+178%
|
|
|
25
|
D.J. St. Germain
Springfield,
Massachusetts
|
$4.15M
|
+$1.13M
|
+31,347
|
+37%
|
|
