|
1
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
USD 563 M
|
+USD 48.8 M
|
+1,300,000
|
+10%
|
|
|
2
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
USD 205 M
|
+USD 1.12 M
|
+29,871
|
+0.6%
|
|
|
3
|
Evoke Wealth
Los Angeles,
California
|
USD 192 M
|
+USD 5.79 M
|
+154,101
|
+3%
|
|
|
4
|
|
USD 189 M
|
+USD 30.1 M
|
+800,990
|
+20%
|
|
|
5
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
USD 181 M
|
-USD 22.7 M
|
-604,144
|
-12%
|
|
|
6
|
3EDGE Asset Management
Naples,
Florida
|
USD 154 M
|
+USD 91.4 M
|
+2,433,845
|
+161%
|
|
|
7
|
Tidal Investments
Milwaukee,
Wisconsin
|
USD 126 M
|
-USD 1.49 M
|
-39,625
|
-1%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
USD 113 M
|
+USD 13.1 M
|
+349,002
|
+14%
|
|
|
9
|
Asset Management One
Tokyo,
Japan
|
USD 108 M
|
+USD 12.4 M
|
+329,839
|
+14%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
USD 77.6 M
|
+USD 5.09 M
|
+135,558
|
+7%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
USD 76 M
|
+USD 62.2 M
|
+1,656,224
|
+577%
|
|
|
12
|
Congress Wealth Management
Boston,
Massachusetts
|
USD 71.4 M
|
+USD 15.5 M
|
+411,624
|
+29%
|
|
|
13
|
State Street
Boston,
Massachusetts
|
USD 70.3 M
|
+USD 21.2 M
|
+565,442
|
+46%
|
|
|
14
|
Gradient Investments
Arden Hills,
Minnesota
|
USD 66.9 M
|
-USD 2.47 M
|
-65,709
|
-4%
|
|
|
15
|
Balentine LLC
Atlanta,
Georgia
|
USD 61.7 M
|
+USD 59.3 M
|
+1,577,477
|
Nuevas
|
|
|
16
|
Medici Capital
Newport Beach,
California
|
USD 54 M
|
+USD 23.8 M
|
+633,341
|
+85%
|
|
|
17
|
Greenline Partners
New York
|
USD 53.8 M
|
-USD 253 k
|
-6,742
|
-0.5%
|
|
|
18
|
Mirae Asset Global Investments
Seoul,
South Korea
|
USD 53.7 M
|
-USD 6.76 M
|
-180,086
|
-12%
|
|
|
19
|
Charles Schwab
San Francisco,
California
|
USD 49.7 M
|
+USD 47.7 M
|
+1,270,253
|
Nuevas
|
|
|
20
|
Miracle Mile Advisors
Los Angeles,
California
|
USD 48.8 M
|
+USD 66.5 k
|
+1,771
|
+0.1%
|
|
|
21
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
USD 47.2 M
|
+USD 45.4 M
|
+1,207,438
|
Nuevas
|
|
|
22
|
|
USD 47.1 M
|
-USD 11.8 M
|
-313,520
|
-21%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
USD 44.1 M
|
+USD 7.82 M
|
+208,291
|
+23%
|
|
|
24
|
Hollow Brook Wealth Management
Katonah,
New York
|
USD 42.2 M
|
+USD 1.87 M
|
+49,722
|
+5%
|
|
|
25
|
Strategic Financial Services
Utica,
New York
|
USD 40.2 M
|
-USD 551 k
|
-14,676
|
-1%
|
|
