|
1
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$313M
|
+$39.7M
|
+1,100,000
|
+14%
|
|
|
2
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$306M
|
+$8.55M
|
+236,952
|
+3%
|
|
|
3
|
Cassaday & Co
Mclean,
Virginia
|
$192M
|
+$8.19M
|
+226,868
|
+4%
|
|
|
4
|
3EDGE Asset Management
Naples,
Florida
|
$184M
|
+$7.01M
|
+194,182
|
+4%
|
|
|
5
|
RGT Wealth Advisors
Dallas,
Texas
|
$129M
|
+$9.61M
|
+266,229
|
+8%
|
|
|
6
|
Tidal Investments
Milwaukee,
Wisconsin
|
$121M
|
-$20.4M
|
-564,687
|
-14%
|
|
|
7
|
Evoke Wealth
Los Angeles,
California
|
$117M
|
+$15.4M
|
+425,775
|
+15%
|
|
|
8
|
|
$114M
|
-$54.6M
|
-1,512,008
|
-32%
|
|
|
9
|
Bank of New York Mellon
New York
|
$98.1M
|
-$5.5M
|
-152,330
|
-5%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$79.4M
|
-$10.8M
|
-298,030
|
-12%
|
|
|
11
|
|
$63.3M
|
+$4.56M
|
+126,200
|
+8%
|
|
|
12
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$60M
|
+$2.88M
|
+79,736
|
+5%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$53.4M
|
+$3.7M
|
+102,487
|
+7%
|
|
|
14
|
Gradient Investments
Arden Hills,
Minnesota
|
$48.5M
|
+$3.28M
|
+90,893
|
+7%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$42.8M
|
+$7.58M
|
+209,829
|
+21%
|
|
|
16
|
SEI Investments
Oaks,
Pennsylvania
|
$42.2M
|
-$25.4M
|
-703,007
|
-37%
|
|
|
17
|
State Street
Boston,
Massachusetts
|
$32.7M
|
+$30.7M
|
+849,578
|
+1,073%
|
|
|
18
|
Strategic Financial Services
Utica,
New York
|
$32.6M
|
+$1.99M
|
+55,049
|
+6%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$31.1M
|
+$7.08K
|
+196
|
+0%
|
|
|
20
|
Advisory Alpha
Holland,
Michigan
|
$30.9M
|
+$3.68M
|
+101,871
|
+13%
|
|
|
21
|
American Investment Services
Great Barrington,
Massachusetts
|
$30.9M
|
+$809K
|
+22,401
|
+3%
|
|
|
22
|
Hollow Brook Wealth Management
Katonah,
New York
|
$28.4M
|
-$9.78M
|
-270,776
|
-25%
|
|
|
23
|
Richard C. Young & Co
Newport,
Rhode Island
|
$28M
|
-$2.46M
|
-68,003
|
-8%
|
|
|
24
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$27.9M
|
+$5.11M
|
+141,447
|
+22%
|
|
|
25
|
PFS Investments
Duluth,
Georgia
|
$27.4M
|
-$167K
|
-4,617
|
-0.6%
|
|
