|
1
|
Bank of New York Mellon
New York
|
$37.5M
|
+$16.1M
|
+464,274
|
+79%
|
|
|
2
|
|
$33.5M
|
+$14.7M
|
+424,516
|
+82%
|
|
|
3
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$30M
|
–
|
–
|
–
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$29.2M
|
+$4.33M
|
+125,201
|
+18%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27.7M
|
+$5.05M
|
+145,966
|
+23%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$21.5M
|
-$1.08M
|
-31,080
|
-5%
|
|
|
7
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$19.4M
|
+$3.76M
|
+108,671
|
+25%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.5M
|
+$6.08M
|
+175,768
|
+56%
|
|
|
9
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$15.9M
|
+$10.5M
|
+303,036
|
+210%
|
|
|
10
|
Park Avenue Securities
New York
|
$13.1M
|
+$1.22M
|
+35,267
|
+11%
|
|
|
11
|
Tradewinds Capital Management
Bellingham,
Washington
|
$11.8M
|
+$11.3M
|
+326,924
|
+6,119%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$9.3M
|
+$588K
|
+16,980
|
+7%
|
|
|
13
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$8.66M
|
-$147K
|
-4,256
|
-2%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$8.21M
|
+$1.4M
|
+40,589
|
+21%
|
|
|
15
|
Lido Advisors
Los Angeles,
California
|
$8.17M
|
-$3.37M
|
-97,334
|
-30%
|
|
|
16
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$8.11M
|
+$7.87M
|
+227,301
|
New
|
|
|
17
|
Financial Counselors Inc
Overland Park,
Kansas
|
$7.67M
|
-$1.29M
|
-37,254
|
-15%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$7.41M
|
+$456K
|
+13,166
|
+7%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.82M
|
+$2.55M
|
+73,689
|
+63%
|
|
|
20
|
Sage Advisory Services
Austin,
Texas
|
$6.61M
|
–
|
–
|
–
|
|
|
21
|
Allworth Financial
Folsom,
California
|
$6.02M
|
-$21.8K
|
-631
|
-0.4%
|
|
|
22
|
Long Run Wealth Advisors
Lake Placid,
New York
|
$5.4M
|
+$381K
|
+11,012
|
+8%
|
|
|
23
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$5.35M
|
+$195K
|
+5,648
|
+4%
|
|
|
24
|
Charles Schwab
San Francisco,
California
|
$4.64M
|
-$355K
|
-10,255
|
-7%
|
|
|
25
|
D.J. St. Germain
Springfield,
Massachusetts
|
$4.6M
|
+$265K
|
+7,651
|
+6%
|
|
