|
1
|
|
$37M
|
+$6.24M
|
+180,514
|
+19%
|
|
|
2
|
Bank of New York Mellon
New York
|
$34.5M
|
-$189K
|
-5,480
|
-0.5%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$28.1M
|
+$1.15M
|
+33,227
|
+4%
|
|
|
4
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$27.7M
|
–
|
–
|
–
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26.5M
|
+$941K
|
+27,222
|
+4%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$19.6M
|
-$312K
|
-9,028
|
-1%
|
|
|
7
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$18.9M
|
+$1.01M
|
+29,243
|
+5%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.5M
|
+$335K
|
+9,676
|
+2%
|
|
|
9
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$15.2M
|
+$487K
|
+14,090
|
+3%
|
|
|
10
|
Park Avenue Securities
New York
|
$13.8M
|
+$1.7M
|
+49,045
|
+13%
|
|
|
11
|
Tradewinds Capital Management
Bellingham,
Washington
|
$10.2M
|
-$810K
|
-23,436
|
-7%
|
|
|
12
|
Crews Bank & Trust
Wauchula,
Florida
|
$9.59M
|
+$10.1M
|
+290,655
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$8.98M
|
+$386K
|
+11,151
|
+4%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$8.35M
|
+$1.57M
|
+45,296
|
+22%
|
|
|
15
|
D.J. St. Germain
Springfield,
Massachusetts
|
$7.7M
|
+$3.62M
|
+104,560
|
+81%
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$7.7M
|
+$8.08M
|
+233,529
|
New
|
|
|
17
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$7.53M
|
+$32K
|
+925
|
+0.4%
|
|
|
18
|
Lido Advisors
Los Angeles,
California
|
$7.34M
|
-$236K
|
-6,829
|
-3%
|
|
|
19
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$6.81M
|
-$1.26M
|
-36,523
|
-15%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$6.77M
|
-$874K
|
-25,267
|
-11%
|
|
|
21
|
Financial Counselors Inc
Overland Park,
Kansas
|
$6.5M
|
-$619K
|
-17,902
|
-8%
|
|
|
22
|
Sage Advisory Services
Austin,
Texas
|
$5.96M
|
-$496K
|
-14,356
|
-7%
|
|
|
23
|
Allworth Financial
Folsom,
California
|
$5.49M
|
-$198K
|
-5,732
|
-3%
|
|
|
24
|
Long Run Wealth Advisors
Lake Placid,
New York
|
$5.43M
|
+$456K
|
+13,198
|
+9%
|
|
|
25
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$5.17M
|
+$231K
|
+6,684
|
+4%
|
|
