|
1
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$29.3M
|
–
|
–
|
–
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$22.8M
|
-$5.11M
|
-148,056
|
-18%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$21.8M
|
+$690K
|
+19,971
|
+3%
|
|
|
4
|
|
$17.5M
|
+$686K
|
+19,861
|
+4%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15M
|
-$1.64M
|
-47,389
|
-10%
|
|
|
6
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$14.6M
|
+$2.11M
|
+61,011
|
+17%
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$12.4M
|
+$89.7K
|
+2,595
|
+0.7%
|
|
|
8
|
Financial Counselors Inc
Overland Park,
Kansas
|
$11.2M
|
-$12.3M
|
-354,636
|
-52%
|
|
|
9
|
Park Avenue Securities
New York
|
$9.96M
|
+$2.05M
|
+59,243
|
+26%
|
|
|
10
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$9.07M
|
-$60.1K
|
-1,741
|
-0.7%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$8.86M
|
+$129K
|
+3,748
|
+1%
|
|
|
12
|
Lido Advisors
Los Angeles,
California
|
$8.28M
|
-$546K
|
-15,812
|
-6%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$7.06M
|
-$1.87M
|
-54,261
|
-21%
|
|
|
14
|
Allworth Financial
Folsom,
California
|
$5.82M
|
-$202K
|
-5,842
|
-3%
|
|
|
15
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$5.09M
|
-$455K
|
-13,168
|
-8%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$4.89M
|
+$26.6K
|
+771
|
+0.6%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.71M
|
-$89.3K
|
-2,585
|
-2%
|
|
|
18
|
Long Run Wealth Advisors
Lake Placid,
New York
|
$4.7M
|
+$132K
|
+3,823
|
+3%
|
|
|
19
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$4.63M
|
+$424K
|
+12,265
|
+10%
|
|
|
20
|
Shilanski & Associates
Anchorage,
Alaska
|
$4.33M
|
+$202K
|
+5,839
|
+5%
|
|
|
21
|
Mercer Global Advisors
Denver,
Colorado
|
$4.29M
|
+$3.73M
|
+107,852
|
+710%
|
|
|
22
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$4.09M
|
-$67.8K
|
-1,962
|
-2%
|
|
|
23
|
D.J. St. Germain
Springfield,
Massachusetts
|
$3.91M
|
+$1.41M
|
+40,808
|
+57%
|
|
|
24
|
Investors Research Corp
Atlanta,
Georgia
|
$3.34M
|
-$107K
|
-3,107
|
-3%
|
|
|
25
|
Sage Advisory Services
Austin,
Texas
|
$2.75M
|
-$241K
|
-6,980
|
-8%
|
|
