|
1
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$28.2M
|
–
|
–
|
–
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$26.9M
|
+$1.28M
|
+39,944
|
+5%
|
|
|
3
|
Financial Counselors Inc
Overland Park,
Kansas
|
$22.7M
|
-$17.4M
|
-542,432
|
-44%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$20.3M
|
-$1.87M
|
-58,090
|
-9%
|
|
|
5
|
|
$16.1M
|
+$489K
|
+15,223
|
+3%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16M
|
+$6.68M
|
+207,691
|
+77%
|
|
|
7
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$12M
|
-$3.63M
|
-113,033
|
-24%
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$11.8M
|
-$3.51M
|
-109,099
|
-24%
|
|
|
9
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$8.77M
|
-$630K
|
-19,607
|
-7%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$8.6M
|
+$326K
|
+10,137
|
+4%
|
|
|
11
|
Lido Advisors
Los Angeles,
California
|
$8.49M
|
+$4.73M
|
+147,219
|
+139%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$8.39M
|
+$2.92M
|
+90,732
|
+57%
|
|
|
13
|
Park Avenue Securities
New York
|
$7.59M
|
+$948K
|
+29,480
|
+15%
|
|
|
14
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$7.33M
|
+$7.03M
|
+218,570
|
New
|
|
|
15
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$6.45M
|
-$1.51M
|
-46,974
|
-20%
|
|
|
16
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$6.22M
|
-$429K
|
-13,357
|
-7%
|
|
|
17
|
Allworth Financial
Folsom,
California
|
$5.79M
|
+$4.16M
|
+129,307
|
+297%
|
|
|
18
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$5.33M
|
+$563K
|
+17,523
|
+12%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$4.68M
|
+$204K
|
+6,338
|
+5%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.61M
|
+$229K
|
+7,120
|
+5%
|
|
|
21
|
Long Run Wealth Advisors
Lake Placid,
New York
|
$4.39M
|
-$91.6K
|
-2,849
|
-2%
|
|
|
22
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$4.04M
|
+$189K
|
+5,882
|
+5%
|
|
|
23
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$4M
|
-$14K
|
-436
|
-0.4%
|
|
|
24
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$3.99M
|
+$3.83M
|
+119,040
|
New
|
|
|
25
|
Shilanski & Associates
Anchorage,
Alaska
|
$3.97M
|
+$364K
|
+11,307
|
+11%
|
|
