|
1
|
Wells Fargo
San Francisco,
California
|
$42.5M
|
+$1.55M
|
+48,644
|
+4%
|
|
|
2
|
|
$32.9M
|
-$155K
|
-4,863
|
-0.5%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27.5M
|
-$271K
|
-8,479
|
-0.9%
|
|
|
4
|
Bank of New York Mellon
New York
|
$26.3M
|
-$6.72M
|
-210,097
|
-20%
|
|
|
5
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$24.1M
|
–
|
–
|
–
|
|
|
6
|
CNO Financial Group
Carmel,
Indiana
|
$21.6M
|
–
|
–
|
–
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.6M
|
+$540K
|
+16,891
|
+3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$13.7M
|
-$1.04M
|
-32,662
|
-7%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$12.3M
|
-$6.51M
|
-203,730
|
-34%
|
|
|
10
|
Sage Advisory Services
Austin,
Texas
|
$10.7M
|
-$1.6K
|
-50
|
-0%
|
|
|
11
|
Lido Advisors
Los Angeles,
California
|
$8.33M
|
-$338K
|
-10,569
|
-4%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$8M
|
+$1.04M
|
+32,597
|
+14%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$7.92M
|
-$12.6M
|
-393,933
|
-61%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.62M
|
+$3.26M
|
+102,077
|
+91%
|
|
|
15
|
Park Avenue Securities
New York
|
$6.57M
|
-$8.56M
|
-267,955
|
-56%
|
|
|
16
|
Checchi Capital Advisers
Beverly Hills,
California
|
$5.39M
|
-$476K
|
-14,894
|
-8%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$5.32M
|
-$196K
|
-6,124
|
-3%
|
|
|
18
|
Crews Bank & Trust
Wauchula,
Florida
|
$4.26M
|
-$7.35K
|
-230
|
-0.2%
|
|
|
19
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$4.21M
|
-$204K
|
-6,370
|
-4%
|
|
|
20
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$4.12M
|
+$578K
|
+18,071
|
+16%
|
|
|
21
|
&Partners
Nashville,
Tennessee
|
$4.01M
|
+$358K
|
+11,211
|
+9%
|
|
|
22
|
Allworth Financial
Folsom,
California
|
$3.7M
|
-$61.3K
|
-1,918
|
-2%
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3.48M
|
+$148K
|
+4,623
|
+4%
|
|
|
24
|
Midwest Trust
Overland Park,
Kansas
|
$3.42M
|
-$803K
|
-25,124
|
-18%
|
|
|
25
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$3.26M
|
-$144K
|
-4,495
|
-4%
|
|
