|
1
|
Wells Fargo
San Francisco,
California
|
$42.2M
|
-$15.1M
|
-468,546
|
-26%
|
|
|
2
|
|
$33.9M
|
-$6.48M
|
-200,428
|
-16%
|
|
|
3
|
Bank of New York Mellon
New York
|
$33.7M
|
-$345K
|
-10,685
|
-1%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28.6M
|
+$232K
|
+7,186
|
+0.8%
|
|
|
5
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$24.7M
|
–
|
–
|
–
|
|
|
6
|
CNO Financial Group
Carmel,
Indiana
|
$22.2M
|
–
|
–
|
–
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$20.6M
|
+$12.4M
|
+382,777
|
+143%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$19.1M
|
+$8.65M
|
+267,573
|
+80%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.5M
|
-$319K
|
-9,869
|
-2%
|
|
|
10
|
Park Avenue Securities
New York
|
$15.2M
|
-$1.54M
|
-47,757
|
-9%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$15.1M
|
+$418K
|
+12,919
|
+3%
|
|
|
12
|
Sage Advisory Services
Austin,
Texas
|
$10.9M
|
-$547K
|
-16,905
|
-5%
|
|
|
13
|
Lido Advisors
Los Angeles,
California
|
$9.28M
|
-$32
|
-1
|
-0%
|
|
|
14
|
Long Run Wealth Advisors
Lake Placid,
New York
|
$7.29M
|
+$473K
|
+14,622
|
+7%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$7.19M
|
-$350K
|
-10,823
|
-5%
|
|
|
16
|
Checchi Capital Advisers
Beverly Hills,
California
|
$6.01M
|
+$6.13M
|
+189,721
|
New
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$5.66M
|
-$1.53M
|
-47,369
|
-21%
|
|
|
18
|
Zacks Investment Management
Chicago,
Illinois
|
$5.19M
|
+$5.29M
|
+163,682
|
New
|
|
|
19
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$4.64M
|
-$238K
|
-7,359
|
-5%
|
|
|
20
|
Crews Bank & Trust
Wauchula,
Florida
|
$4.38M
|
-$1.41M
|
-43,641
|
-24%
|
|
|
21
|
Midwest Trust
Overland Park,
Kansas
|
$4.31M
|
-$645K
|
-19,941
|
-13%
|
|
|
22
|
&Partners
Nashville,
Tennessee
|
$3.98M
|
+$39K
|
+1,205
|
+1%
|
|
|
23
|
Allworth Financial
Folsom,
California
|
$3.86M
|
+$2.13K
|
+66
|
+0.1%
|
|
|
24
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$3.71M
|
-$1.19M
|
-36,741
|
-24%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.57M
|
+$636K
|
+19,660
|
+21%
|
|
