|
1
|
Wells Fargo
San Francisco,
California
|
$55.3M
|
+$24.8M
|
+784,158
|
+82%
|
|
|
2
|
|
$37.1M
|
-$6.22M
|
-196,623
|
-14%
|
|
|
3
|
Bank of New York Mellon
New York
|
$34.8M
|
-$494K
|
-15,612
|
-1%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29.6M
|
-$1.7M
|
-53,652
|
-5%
|
|
|
5
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$26.7M
|
–
|
–
|
–
|
|
|
6
|
CNO Financial Group
Carmel,
Indiana
|
$22.2M
|
–
|
–
|
–
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.5M
|
+$485K
|
+15,335
|
+3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$15.8M
|
-$2.04M
|
-64,504
|
-12%
|
|
|
9
|
Park Avenue Securities
New York
|
$14.7M
|
-$40.6K
|
-1,285
|
-0.3%
|
|
|
10
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$11.7M
|
-$221K
|
-6,993
|
-2%
|
|
|
11
|
Sage Advisory Services
Austin,
Texas
|
$10.5M
|
+$1.77M
|
+56,040
|
+20%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$9.71M
|
+$678K
|
+21,450
|
+8%
|
|
|
13
|
Crews Bank & Trust
Wauchula,
Florida
|
$9.11M
|
-$217K
|
-6,850
|
-2%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$9.05M
|
+$266K
|
+8,416
|
+3%
|
|
|
15
|
Lido Advisors
Los Angeles,
California
|
$8.91M
|
+$2.16M
|
+68,369
|
+32%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$6.74M
|
-$78.2K
|
-2,475
|
-1%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$6.71M
|
-$1.96M
|
-62,116
|
-23%
|
|
|
18
|
Long Run Wealth Advisors
Lake Placid,
New York
|
$6.39M
|
+$506K
|
+16,000
|
+9%
|
|
|
19
|
D.J. St. Germain
Springfield,
Massachusetts
|
$5.95M
|
-$2.57M
|
-81,131
|
-30%
|
|
|
20
|
Midwest Trust
Overland Park,
Kansas
|
$5.18M
|
+$5.15M
|
+162,972
|
New
|
|
|
21
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$5.11M
|
-$62.3K
|
-1,969
|
-1%
|
|
|
22
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$4.89M
|
+$299K
|
+9,461
|
+7%
|
|
|
23
|
Shilanski & Associates
Anchorage,
Alaska
|
$4.64M
|
+$197K
|
+6,228
|
+4%
|
|
|
24
|
Allworth Financial
Folsom,
California
|
$3.98M
|
-$971K
|
-30,706
|
-20%
|
|
|
25
|
&Partners
Nashville,
Tennessee
|
$3.72M
|
+$886K
|
+28,025
|
+32%
|
|
