|
1
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$311M
|
–
|
–
|
–
|
|
|
2
|
Cassaday & Co
Mclean,
Virginia
|
$255M
|
+$66M
|
+1,854,666
|
+34%
|
|
|
3
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$231M
|
-$73.5M
|
-2,065,050
|
-24%
|
|
|
4
|
3EDGE Asset Management
Naples,
Florida
|
$185M
|
+$2.25M
|
+63,125
|
+1%
|
|
|
5
|
Tidal Investments
Milwaukee,
Wisconsin
|
$144M
|
+$24.3M
|
+682,713
|
+20%
|
|
|
6
|
RGT Wealth Advisors
Dallas,
Texas
|
$135M
|
+$6.53M
|
+183,436
|
+5%
|
|
|
7
|
|
$126M
|
+$13.6M
|
+380,791
|
+12%
|
|
|
8
|
Evoke Wealth
Los Angeles,
California
|
$119M
|
+$3.39M
|
+95,342
|
+3%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$72.6M
|
-$6.19M
|
-173,784
|
-8%
|
|
|
10
|
Bank of New York Mellon
New York
|
$59.7M
|
-$38.3M
|
-1,076,046
|
-39%
|
|
|
11
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$56.2M
|
-$3.36M
|
-94,268
|
-6%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$53.1M
|
+$90.3K
|
+2,538
|
+0.2%
|
|
|
13
|
Gradient Investments
Arden Hills,
Minnesota
|
$52.1M
|
+$4.04M
|
+113,574
|
+8%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$42.8M
|
+$434K
|
+12,199
|
+1%
|
|
|
15
|
Advisory Alpha
Holland,
Michigan
|
$38.8M
|
+$8.29M
|
+233,041
|
+27%
|
|
|
16
|
Charles Schwab
San Francisco,
California
|
$38.1M
|
+$38.8M
|
+1,091,376
|
New
|
|
|
17
|
Strategic Financial Services
Utica,
New York
|
$34.7M
|
+$2.37M
|
+66,646
|
+7%
|
|
|
18
|
American Investment Services
Great Barrington,
Massachusetts
|
$31.7M
|
+$1.03M
|
+28,890
|
+3%
|
|
|
19
|
Hollow Brook Wealth Management
Katonah,
New York
|
$28.1M
|
-$35.5K
|
-998
|
-0.1%
|
|
|
20
|
Richard C. Young & Co
Newport,
Rhode Island
|
$28.1M
|
+$336K
|
+9,444
|
+1%
|
|
|
21
|
PFS Investments
Duluth,
Georgia
|
$27.7M
|
+$27.5K
|
+773
|
+0.1%
|
|
|
22
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$25.8M
|
+$616K
|
+17,303
|
+2%
|
|
|
23
|
Money Design
Tokyo,
Japan
|
$25.1M
|
-$626K
|
-17,586
|
-2%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.8M
|
-$607K
|
-17,062
|
-2%
|
|
|
25
|
Capital Planning Advisors
Roseville,
California
|
$24.1M
|
+$253K
|
+7,109
|
+1%
|
|
