|
1
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$474M
|
+$37.8M
|
+1,100,000
|
+9%
|
|
|
2
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$189M
|
+$34.1M
|
+992,123
|
+23%
|
|
|
3
|
Alaska Permanent Fund
Juneau,
Alaska
|
$189M
|
–
|
–
|
–
|
|
|
4
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$188M
|
+$179M
|
+5,205,913
|
New
|
|
|
5
|
Evoke Wealth
Los Angeles,
California
|
$172M
|
+$13.1M
|
+381,908
|
+8%
|
|
|
6
|
|
$146M
|
-$44.2M
|
-1,286,027
|
-24%
|
|
|
7
|
Tidal Investments
Milwaukee,
Wisconsin
|
$118M
|
-$17.8M
|
-516,727
|
-14%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$91.5M
|
+$35.2M
|
+1,025,608
|
+68%
|
|
|
9
|
Asset Management One
Tokyo,
Japan
|
$88.4M
|
+$21.9M
|
+637,905
|
+35%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$66.9M
|
+$772K
|
+22,467
|
+1%
|
|
|
11
|
Gradient Investments
Arden Hills,
Minnesota
|
$64.3M
|
-$233K
|
-6,768
|
-0.4%
|
|
|
12
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$56.2M
|
-$5.2M
|
-151,344
|
-9%
|
|
|
13
|
|
$54.9M
|
-$2.74M
|
-79,675
|
-5%
|
|
|
14
|
3EDGE Asset Management
Naples,
Florida
|
$54.8M
|
-$920K
|
-26,775
|
-2%
|
|
|
15
|
Congress Wealth Management
Boston,
Massachusetts
|
$51.2M
|
-$917K
|
-26,693
|
-2%
|
|
|
16
|
Greenline Partners
New York
|
$50M
|
-$511K
|
-14,870
|
-1%
|
|
|
17
|
Miracle Mile Advisors
Los Angeles,
California
|
$45.1M
|
+$42.8M
|
+1,245,928
|
New
|
|
|
18
|
State Street
Boston,
Massachusetts
|
$44.6M
|
+$2.92M
|
+85,000
|
+7%
|
|
|
19
|
Strategic Financial Services
Utica,
New York
|
$37.7M
|
+$1.62M
|
+47,170
|
+5%
|
|
|
20
|
Hollow Brook Wealth Management
Katonah,
New York
|
$37.2M
|
+$2.83M
|
+82,354
|
+9%
|
|
|
21
|
Bank of New York Mellon
New York
|
$35M
|
-$1.18M
|
-34,213
|
-3%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$33.3M
|
-$3.9M
|
-113,510
|
-11%
|
|
|
23
|
American Investment Services
Great Barrington,
Massachusetts
|
$32.5M
|
-$54.3K
|
-1,579
|
-0.2%
|
|
|
24
|
Richard C. Young & Co
Newport,
Rhode Island
|
$31.4M
|
-$58.3K
|
-1,697
|
-0.2%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$28M
|
-$1.06M
|
-30,950
|
-4%
|
|
