|
1
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$28.1M
|
+$70.3K
|
+2,100
|
+0.3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$27.1M
|
-$3.84M
|
-114,584
|
-12%
|
|
|
3
|
CNO Financial Group
Carmel,
Indiana
|
$23.4M
|
–
|
–
|
–
|
|
|
4
|
LPL Financial
San Diego,
California
|
$20.4M
|
-$213K
|
-6,353
|
-1%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$15.9M
|
+$15.3M
|
+455,859
|
+2,534%
|
|
|
6
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$15.8M
|
-$11.3M
|
-338,255
|
-42%
|
|
|
7
|
|
$13.7M
|
+$1.44M
|
+42,959
|
+12%
|
|
|
8
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$11.3M
|
+$850K
|
+25,374
|
+8%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$9.85M
|
-$630K
|
-18,796
|
-6%
|
|
|
10
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$9.49M
|
+$38.7K
|
+1,156
|
+0.4%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.09M
|
-$8.39M
|
-250,382
|
-48%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.97M
|
+$362K
|
+10,798
|
+5%
|
|
|
13
|
Vickerman Investment Advisors
Spokane,
Washington
|
$7.18M
|
+$723K
|
+21,599
|
+11%
|
|
|
14
|
Park Avenue Securities
New York
|
$5.36M
|
+$917K
|
+27,391
|
+21%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$5.17M
|
-$190K
|
-5,665
|
-4%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.94M
|
-$8.4M
|
-250,916
|
-63%
|
|
|
17
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$4.78M
|
+$12.8K
|
+381
|
+0.3%
|
|
|
18
|
Long Run Wealth Advisors
Lake Placid,
New York
|
$4.5M
|
-$1.39M
|
-41,526
|
-24%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$4.4M
|
-$2.14M
|
-64,034
|
-33%
|
|
|
20
|
D.J. St. Germain
Springfield,
Massachusetts
|
$4.16M
|
+$4.16M
|
+124,296
|
New
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$4.14M
|
-$1.17M
|
-34,851
|
-22%
|
|
|
22
|
|
$4.11M
|
+$3.55M
|
+105,988
|
+635%
|
|
|
23
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$4.01M
|
-$20.7K
|
-618
|
-0.5%
|
|
|
24
|
Lido Advisors
Los Angeles,
California
|
$3.92M
|
-$275K
|
-8,209
|
-7%
|
|
|
25
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$3.61M
|
+$190K
|
+5,668
|
+6%
|
|
