|
1
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$28.5M
|
–
|
–
|
–
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$23.5M
|
+$1.38M
|
+40,757
|
+6%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$21.5M
|
+$267K
|
+7,906
|
+1%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21.4M
|
+$6.79M
|
+200,992
|
+47%
|
|
|
5
|
Bank of New York Mellon
New York
|
$19.9M
|
+$19.9M
|
+587,945
|
New
|
|
|
6
|
|
$17.5M
|
+$507K
|
+15,007
|
+3%
|
|
|
7
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$14.8M
|
+$562K
|
+16,632
|
+4%
|
|
|
8
|
Park Avenue Securities
New York
|
$11.3M
|
+$1.59M
|
+47,096
|
+16%
|
|
|
9
|
Lido Advisors
Los Angeles,
California
|
$11.1M
|
+$3.01M
|
+89,154
|
+38%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.7M
|
+$6.07M
|
+179,783
|
+133%
|
|
|
11
|
Financial Counselors Inc
Overland Park,
Kansas
|
$8.56M
|
-$2.36M
|
-69,801
|
-22%
|
|
|
12
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$8.39M
|
-$432K
|
-12,788
|
-5%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$8.28M
|
-$344K
|
-10,194
|
-4%
|
|
|
14
|
Sage Advisory Services
Austin,
Texas
|
$6.61M
|
+$3.92M
|
+116,067
|
+147%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$6.61M
|
-$258K
|
-7,645
|
-4%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$6.44M
|
+$1.67M
|
+49,426
|
+35%
|
|
|
17
|
Allworth Financial
Folsom,
California
|
$5.79M
|
+$82.9K
|
+2,456
|
+1%
|
|
|
18
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$4.9M
|
+$388K
|
+11,480
|
+9%
|
|
|
19
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$4.89M
|
+$2.52M
|
+74,571
|
+107%
|
|
|
20
|
Charles Schwab
San Francisco,
California
|
$4.76M
|
+$4.74M
|
+140,428
|
New
|
|
|
21
|
Long Run Wealth Advisors
Lake Placid,
New York
|
$4.76M
|
+$190K
|
+5,621
|
+4%
|
|
|
22
|
Shilanski & Associates
Anchorage,
Alaska
|
$4.38M
|
+$163K
|
+4,827
|
+4%
|
|
|
23
|
D.J. St. Germain
Springfield,
Massachusetts
|
$4.12M
|
+$306K
|
+9,073
|
+8%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.99M
|
+$3.31M
|
+98,049
|
+501%
|
|
|
25
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$3.96M
|
-$25K
|
-741
|
-0.6%
|
|
