|
1
|
|
$44.2M
|
+$8.12M
|
+244,410
|
+22%
|
|
|
2
|
Bank of New York Mellon
New York
|
$36M
|
+$2.12M
|
+63,727
|
+6%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$32M
|
+$6.09M
|
+183,181
|
+23%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$31M
|
+$3.51M
|
+105,501
|
+12%
|
|
|
5
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$27.2M
|
–
|
–
|
–
|
|
|
6
|
CNO Financial Group
Carmel,
Indiana
|
$22.7M
|
+$23.3M
|
+700,000
|
New
|
|
|
7
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$20.4M
|
+$1.81M
|
+54,603
|
+10%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.4M
|
+$2.21M
|
+66,590
|
+13%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$18.2M
|
-$1.1M
|
-33,216
|
-6%
|
|
|
10
|
Park Avenue Securities
New York
|
$15.1M
|
+$1.61M
|
+48,329
|
+12%
|
|
|
11
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$12.2M
|
-$2.82M
|
-84,832
|
-18%
|
|
|
12
|
Crews Bank & Trust
Wauchula,
Florida
|
$9.51M
|
+$98K
|
+2,948
|
+1%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$9.21M
|
+$1.69M
|
+50,728
|
+22%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$8.96M
|
+$149K
|
+4,482
|
+2%
|
|
|
15
|
Sage Advisory Services
Austin,
Texas
|
$8.92M
|
+$3.15M
|
+94,923
|
+53%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$8.85M
|
+$2.27M
|
+68,230
|
+33%
|
|
|
17
|
D.J. St. Germain
Springfield,
Massachusetts
|
$8.69M
|
+$1.16M
|
+34,785
|
+15%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$6.96M
|
-$1.27M
|
-38,335
|
-15%
|
|
|
19
|
Lido Advisors
Los Angeles,
California
|
$6.87M
|
-$345K
|
-10,379
|
-5%
|
|
|
20
|
Financial Counselors Inc
Overland Park,
Kansas
|
$6.44M
|
+$59.3K
|
+1,784
|
+0.9%
|
|
|
21
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$6.41M
|
-$279K
|
-8,401
|
-4%
|
|
|
22
|
Long Run Wealth Advisors
Lake Placid,
New York
|
$6M
|
+$683K
|
+20,550
|
+12%
|
|
|
23
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$5.28M
|
+$211K
|
+6,349
|
+4%
|
|
|
24
|
Allworth Financial
Folsom,
California
|
$4.98M
|
-$233K
|
-7,015
|
-4%
|
|
|
25
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$4.68M
|
+$696K
|
+20,936
|
+17%
|
|
