|
1
|
|
$90.7M
|
+$20.6M
|
+261,411
|
+29%
|
|
|
2
|
Dowling & Yahnke
San Diego,
California
|
$37.8M
|
+$169K
|
+2,141
|
+0.4%
|
|
|
3
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$29.3M
|
+$6.97M
|
+88,367
|
+31%
|
|
|
4
|
Versant Capital Management
Phoenix,
Arizona
|
$27.6M
|
+$2.9M
|
+36,784
|
+12%
|
|
|
5
|
|
$16.2M
|
+$6.08M
|
+77,097
|
+60%
|
|
|
6
|
Avidian Wealth Enterprises
Houston,
Texas
|
$15.9M
|
+$1.56M
|
+19,785
|
+11%
|
|
|
7
|
Fiduciary Trust
Boston,
Massachusetts
|
$15.1M
|
-$13M
|
-164,546
|
-46%
|
|
|
8
|
AdvicePeriod
Los Angeles,
California
|
$15M
|
+$3.29M
|
+41,686
|
+28%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$13.4M
|
-$1.12M
|
-14,149
|
-8%
|
|
|
10
|
|
$12.8M
|
+$126K
|
+1,600
|
+1%
|
|
|
11
|
|
$12.8M
|
+$589K
|
+7,471
|
+5%
|
|
|
12
|
WBI Investments
Red Bank,
New Jersey
|
$11.9M
|
+$8.49M
|
+107,710
|
+246%
|
|
|
13
|
Coastline Trust
Providence,
Rhode Island
|
$10M
|
-$187K
|
-2,375
|
-2%
|
|
|
14
|
Flow Traders U.S.
New York
|
$8.84M
|
+$8.53M
|
+108,206
|
+2,454%
|
|
|
15
|
Bank of New York Mellon
New York
|
$8.42M
|
+$3.49M
|
+44,240
|
+70%
|
|
|
16
|
FDx Advisors
Chicago,
Illinois
|
$8.1M
|
+$2.27M
|
+28,810
|
+39%
|
|
|
17
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$7.63M
|
-$10.1M
|
-127,889
|
-57%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$7.25M
|
+$1.51M
|
+19,199
|
+26%
|
|
|
19
|
Garde Capital
Seattle,
Washington
|
$6.61M
|
+$947K
|
+12,005
|
+17%
|
|
|
20
|
United Capital Financial Advisors
Irving,
Texas
|
$6.56M
|
+$6.59M
|
+83,568
|
New
|
|
|
21
|
Parallel Advisors
San Francisco,
California
|
$6.46M
|
-$1.14M
|
-14,431
|
-15%
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$6.35M
|
+$3.58M
|
+45,383
|
+127%
|
|
|
23
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$5.82M
|
-$691K
|
-8,764
|
-11%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.72M
|
-$326K
|
-4,134
|
-6%
|
|
|
25
|
Central Bank & Trust
Lexington,
Kentucky
|
$4.29M
|
+$101K
|
+1,280
|
+2%
|
|
