|
1
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$274M
|
+$271M
|
+7,244,102
|
New
|
|
|
2
|
Cassaday & Co
Mclean,
Virginia
|
$190M
|
+$5.08M
|
+135,923
|
+3%
|
|
|
3
|
3EDGE Asset Management
Naples,
Florida
|
$179M
|
+$17.3M
|
+462,263
|
+11%
|
|
|
4
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$172M
|
+$170M
|
+4,550,000
|
New
|
|
|
5
|
Bank of New York Mellon
New York
|
$136M
|
-$68.1M
|
-1,820,685
|
-34%
|
|
|
6
|
|
$124M
|
+$10.8M
|
+289,932
|
+10%
|
|
|
7
|
RGT Wealth Advisors
Dallas,
Texas
|
$116M
|
+$2.39M
|
+63,963
|
+2%
|
|
|
8
|
Tidal Investments
Milwaukee,
Wisconsin
|
$105M
|
+$104M
|
+2,768,766
|
New
|
|
|
9
|
Evoke Wealth
Los Angeles,
California
|
$102M
|
+$6.2M
|
+165,730
|
+7%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$81.4M
|
+$10.4M
|
+278,454
|
+15%
|
|
|
11
|
SEI Investments
Oaks,
Pennsylvania
|
$67.4M
|
+$16.7M
|
+446,618
|
+34%
|
|
|
12
|
|
$60M
|
+$20.7M
|
+552,600
|
+54%
|
|
|
13
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$54.9M
|
+$33.3M
|
+890,657
|
+159%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$54.3M
|
+$3.09M
|
+82,680
|
+6%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$51.7M
|
+$1.26M
|
+33,632
|
+3%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$50.1M
|
-$37.9M
|
-1,013,681
|
-43%
|
|
|
17
|
Gradient Investments
Arden Hills,
Minnesota
|
$49.8M
|
-$351K
|
-9,377
|
-0.7%
|
|
|
18
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$43.6M
|
+$324K
|
+8,676
|
+0.8%
|
|
|
19
|
Hollow Brook Wealth Management
Katonah,
New York
|
$40.7M
|
-$1.29M
|
-34,577
|
-3%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$36.3M
|
+$1.12M
|
+29,854
|
+3%
|
|
|
21
|
Richard C. Young & Co
Newport,
Rhode Island
|
$31.4M
|
-$14.3M
|
-383,454
|
-32%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$29.6M
|
-$94.7K
|
-2,532
|
-0.3%
|
|
|
23
|
Strategic Financial Services
Utica,
New York
|
$28.6M
|
+$2.78M
|
+74,308
|
+11%
|
|
|
24
|
PFS Investments
Duluth,
Georgia
|
$25.5M
|
+$2.74M
|
+73,259
|
+12%
|
|
|
25
|
American Investment Services
Great Barrington,
Massachusetts
|
$25.4M
|
-$772K
|
-20,645
|
-3%
|
|
