|
1
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$324M
|
–
|
–
|
–
|
|
|
2
|
Cassaday & Co
Mclean,
Virginia
|
$275M
|
+$9.37M
|
+262,490
|
+4%
|
|
|
3
|
3EDGE Asset Management
Naples,
Florida
|
$192M
|
-$502K
|
-14,044
|
-0.3%
|
|
|
4
|
Tidal Investments
Milwaukee,
Wisconsin
|
$165M
|
+$15.1M
|
+423,283
|
+10%
|
|
|
5
|
RGT Wealth Advisors
Dallas,
Texas
|
$145M
|
+$4.61M
|
+129,216
|
+3%
|
|
|
6
|
Evoke Wealth
Los Angeles,
California
|
$125M
|
+$808K
|
+22,638
|
+0.7%
|
|
|
7
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$113M
|
+$53.4M
|
+1,495,843
|
+93%
|
|
|
8
|
|
$109M
|
-$22.6M
|
-632,849
|
-17%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$59.9M
|
-$15.4M
|
-431,059
|
-21%
|
|
|
10
|
Gradient Investments
Arden Hills,
Minnesota
|
$59M
|
+$4.72M
|
+132,168
|
+9%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$55.3M
|
+$58.9K
|
+1,649
|
+0.1%
|
|
|
12
|
|
$53.3M
|
+$52.4M
|
+1,466,227
|
New
|
|
|
13
|
Congress Wealth Management
Boston,
Massachusetts
|
$51.9M
|
+$51M
|
+1,427,325
|
New
|
|
|
14
|
Money Design
Tokyo,
Japan
|
$51.6M
|
-$192K
|
-5,386
|
-0.7%
|
|
|
15
|
Bank of New York Mellon
New York
|
$47.5M
|
-$14.4M
|
-402,924
|
-24%
|
|
|
16
|
Advisory Alpha
Holland,
Michigan
|
$46.9M
|
+$6.4M
|
+179,195
|
+16%
|
|
|
17
|
Charles Schwab
San Francisco,
California
|
$40.7M
|
+$953K
|
+26,674
|
+2%
|
|
|
18
|
Strategic Financial Services
Utica,
New York
|
$37.5M
|
+$1.36M
|
+38,015
|
+4%
|
|
|
19
|
American Investment Services
Great Barrington,
Massachusetts
|
$31.6M
|
-$1.4M
|
-39,291
|
-4%
|
|
|
20
|
Hollow Brook Wealth Management
Katonah,
New York
|
$29.8M
|
+$481K
|
+13,480
|
+2%
|
|
|
21
|
Richard C. Young & Co
Newport,
Rhode Island
|
$29.8M
|
+$468K
|
+13,112
|
+2%
|
|
|
22
|
PFS Investments
Duluth,
Georgia
|
$27.5M
|
-$203K
|
-5,697
|
-0.7%
|
|
|
23
|
|
$26.6M
|
+$3.84M
|
+107,500
|
+17%
|
|
|
24
|
State Street
Boston,
Massachusetts
|
$25.8M
|
+$24.9M
|
+698,465
|
+6,032%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25.7M
|
-$184K
|
-5,147
|
-0.7%
|
|
