|
1
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$563M
|
+$48.8M
|
+1,300,000
|
+10%
|
|
|
2
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$205M
|
+$1.12M
|
+29,871
|
+0.6%
|
|
|
3
|
Evoke Wealth
Los Angeles,
California
|
$192M
|
+$5.79M
|
+154,101
|
+3%
|
|
|
4
|
|
$189M
|
+$30.1M
|
+800,990
|
+20%
|
|
|
5
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$181M
|
-$22.7M
|
-604,144
|
-12%
|
|
|
6
|
3EDGE Asset Management
Naples,
Florida
|
$154M
|
+$91.4M
|
+2,433,845
|
+161%
|
|
|
7
|
Tidal Investments
Milwaukee,
Wisconsin
|
$126M
|
-$1.49M
|
-39,625
|
-1%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$113M
|
+$13.1M
|
+349,002
|
+14%
|
|
|
9
|
Asset Management One
Tokyo,
Japan
|
$108M
|
+$12.4M
|
+329,839
|
+14%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$77.6M
|
+$5.09M
|
+135,558
|
+7%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$76M
|
+$62.2M
|
+1,656,224
|
+577%
|
|
|
12
|
Congress Wealth Management
Boston,
Massachusetts
|
$71.4M
|
+$15.5M
|
+411,624
|
+29%
|
|
|
13
|
State Street
Boston,
Massachusetts
|
$70.3M
|
+$21.2M
|
+565,442
|
+46%
|
|
|
14
|
Gradient Investments
Arden Hills,
Minnesota
|
$66.9M
|
-$2.47M
|
-65,709
|
-4%
|
|
|
15
|
Balentine LLC
Atlanta,
Georgia
|
$61.7M
|
+$59.3M
|
+1,577,477
|
New
|
|
|
16
|
Medici Capital
Newport Beach,
California
|
$54M
|
+$23.8M
|
+633,341
|
+85%
|
|
|
17
|
Greenline Partners
New York
|
$53.8M
|
-$253K
|
-6,742
|
-0.5%
|
|
|
18
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$53.7M
|
-$6.76M
|
-180,086
|
-12%
|
|
|
19
|
Charles Schwab
San Francisco,
California
|
$49.7M
|
+$47.7M
|
+1,270,253
|
New
|
|
|
20
|
Miracle Mile Advisors
Los Angeles,
California
|
$48.8M
|
+$66.5K
|
+1,771
|
+0.1%
|
|
|
21
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$47.2M
|
+$45.4M
|
+1,207,438
|
New
|
|
|
22
|
|
$47.1M
|
-$11.8M
|
-313,520
|
-21%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$44.1M
|
+$7.82M
|
+208,291
|
+23%
|
|
|
24
|
Hollow Brook Wealth Management
Katonah,
New York
|
$42.2M
|
+$1.87M
|
+49,722
|
+5%
|
|
|
25
|
Strategic Financial Services
Utica,
New York
|
$40.2M
|
-$551K
|
-14,676
|
-1%
|
|
