|
1
|
Wells Fargo
San Francisco,
California
|
$59.5M
|
+$1.84M
|
+56,609
|
+3%
|
|
|
2
|
|
$42M
|
+$3.32M
|
+101,975
|
+9%
|
|
|
3
|
Bank of New York Mellon
New York
|
$35.5M
|
-$686K
|
-21,052
|
-2%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29.6M
|
-$1.26M
|
-38,725
|
-4%
|
|
|
5
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$25.8M
|
-$1.94M
|
-59,450
|
-7%
|
|
|
6
|
CNO Financial Group
Carmel,
Indiana
|
$23.1M
|
–
|
–
|
–
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.7M
|
+$404K
|
+12,391
|
+2%
|
|
|
8
|
Park Avenue Securities
New York
|
$17.5M
|
+$2.11M
|
+64,707
|
+14%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$15.4M
|
-$1.05M
|
-32,100
|
-6%
|
|
|
10
|
Sage Advisory Services
Austin,
Texas
|
$12M
|
+$1.01M
|
+30,963
|
+9%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$11.1M
|
+$954K
|
+29,269
|
+10%
|
|
|
12
|
Lido Advisors
Los Angeles,
California
|
$9.29M
|
+$12.8K
|
+392
|
+0.1%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$8.86M
|
-$557K
|
-17,097
|
-6%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$7.86M
|
+$825K
|
+25,318
|
+12%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$7.47M
|
+$478K
|
+14,659
|
+7%
|
|
|
16
|
Long Run Wealth Advisors
Lake Placid,
New York
|
$7.12M
|
+$463K
|
+14,204
|
+7%
|
|
|
17
|
D.J. St. Germain
Springfield,
Massachusetts
|
$6.52M
|
+$320K
|
+9,817
|
+5%
|
|
|
18
|
Crews Bank & Trust
Wauchula,
Florida
|
$6.02M
|
-$3.42M
|
-104,832
|
-37%
|
|
|
19
|
Midwest Trust
Overland Park,
Kansas
|
$5.16M
|
-$227K
|
-6,979
|
-4%
|
|
|
20
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$5.03M
|
-$56.8K
|
-1,743
|
-1%
|
|
|
21
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$4.95M
|
-$339K
|
-10,395
|
-6%
|
|
|
22
|
Allworth Financial
Folsom,
California
|
$4.03M
|
-$118K
|
-3,611
|
-3%
|
|
|
23
|
&Partners
Nashville,
Tennessee
|
$3.89M
|
+$33K
|
+1,012
|
+0.9%
|
|
|
24
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$3.69M
|
-$2.9K
|
-89
|
-0.1%
|
|
|
25
|
Charles Schwab
San Francisco,
California
|
$3.62M
|
-$103K
|
-3,166
|
-3%
|
|
