|
1
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$548M
|
–
|
–
|
–
|
|
|
2
|
|
$208M
|
+$25M
|
+637,282
|
+13%
|
|
|
3
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$200M
|
+$584K
|
+14,872
|
+0.3%
|
|
|
4
|
Evoke Wealth
Los Angeles,
California
|
$200M
|
+$8.04M
|
+204,865
|
+4%
|
|
|
5
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$176M
|
–
|
–
|
–
|
|
|
6
|
|
$132M
|
+$136M
|
+3,465,898
|
New
|
|
|
7
|
3EDGE Asset Management
Naples,
Florida
|
$121M
|
-$30.4M
|
-773,571
|
-20%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$118M
|
+$44M
|
+1,120,601
|
+56%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$116M
|
+$6.61M
|
+168,441
|
+6%
|
|
|
10
|
Tidal Investments
Milwaukee,
Wisconsin
|
$109M
|
-$14.9M
|
-378,451
|
-12%
|
|
|
11
|
Asset Management One
Tokyo,
Japan
|
$108M
|
+$2.56M
|
+65,182
|
+2%
|
|
|
12
|
Balentine LLC
Atlanta,
Georgia
|
$106M
|
+$47.5M
|
+1,210,303
|
+77%
|
|
|
13
|
State Street
Boston,
Massachusetts
|
$92.7M
|
+$24.9M
|
+634,544
|
+35%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$77.4M
|
+$3.47M
|
+88,428
|
+5%
|
|
|
15
|
Charles Schwab
San Francisco,
California
|
$72.6M
|
+$25M
|
+636,229
|
+50%
|
|
|
16
|
Congress Wealth Management
Boston,
Massachusetts
|
$69.1M
|
-$486K
|
-12,374
|
-0.7%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$63.6M
|
+$21.2M
|
+539,330
|
+48%
|
|
|
18
|
Medici Capital
Newport Beach,
California
|
$54.1M
|
+$1.65M
|
+42,000
|
+3%
|
|
|
19
|
Greenline Partners
New York
|
$53.1M
|
+$702K
|
+17,876
|
+1%
|
|
|
20
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$49M
|
-$3.49M
|
-88,997
|
-6%
|
|
|
21
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$48.9M
|
+$3M
|
+76,395
|
+6%
|
|
|
22
|
Miracle Mile Advisors
Los Angeles,
California
|
$47.2M
|
-$333K
|
-8,474
|
-0.7%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$44.8M
|
+$13.3M
|
+339,182
|
+41%
|
|
|
24
|
Hollow Brook Wealth Management
Katonah,
New York
|
$43.6M
|
+$2.64M
|
+67,203
|
+6%
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$40.5M
|
+$40.8M
|
+1,039,660
|
New
|
|
