|
1
|
PFS Investments
Duluth,
Georgia
|
$33.3M
|
+$1.39M
|
+39,600
|
+4%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$31.4M
|
+$10.2M
|
+290,823
|
+46%
|
|
|
3
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$28.5M
|
+$29.3M
|
+837,993
|
New
|
|
|
4
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$27.5M
|
+$1.25M
|
+35,683
|
+5%
|
|
|
5
|
Protective Life
Birmingham,
Alabama
|
$24.8M
|
–
|
–
|
–
|
|
|
6
|
CNO Financial Group
Carmel,
Indiana
|
$23.8M
|
–
|
–
|
–
|
|
|
7
|
LPL Financial
San Diego,
California
|
$20.9M
|
+$4.05M
|
+115,686
|
+23%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.7M
|
-$2.18M
|
-62,119
|
-11%
|
|
|
9
|
Sage Advisory Services
Austin,
Texas
|
$13.6M
|
+$145K
|
+4,151
|
+1%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.5M
|
+$759K
|
+21,666
|
+6%
|
|
|
11
|
|
$12.5M
|
+$1.07M
|
+30,538
|
+9%
|
|
|
12
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$10.6M
|
+$2.43M
|
+69,373
|
+28%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$10.6M
|
-$6.61M
|
-188,877
|
-38%
|
|
|
14
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$9.59M
|
+$246K
|
+7,037
|
+3%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.72M
|
+$488K
|
+13,944
|
+7%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$6.63M
|
+$854K
|
+24,402
|
+14%
|
|
|
17
|
Vickerman Investment Advisors
Spokane,
Washington
|
$6.55M
|
+$694K
|
+19,829
|
+11%
|
|
|
18
|
Long Run Wealth Advisors
Lake Placid,
New York
|
$5.97M
|
+$367K
|
+10,491
|
+6%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$5.44M
|
-$2.51M
|
-71,739
|
-31%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$5.38M
|
+$4.67M
|
+133,237
|
+526%
|
|
|
21
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$4.83M
|
-$300K
|
-8,579
|
-6%
|
|
|
22
|
Park Avenue Securities
New York
|
$4.5M
|
+$898K
|
+25,649
|
+24%
|
|
|
23
|
Lido Advisors
Los Angeles,
California
|
$4.25M
|
+$164K
|
+4,684
|
+4%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.2M
|
+$517K
|
+14,777
|
+14%
|
|
|
25
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$4.09M
|
-$6.72K
|
-192
|
-0.2%
|
|
