|
1
|
|
$75.4M
|
-$13.5M
|
-176,756
|
-15%
|
|
|
2
|
Dowling & Yahnke
San Diego,
California
|
$36.1M
|
-$185K
|
-2,424
|
-0.5%
|
|
|
3
|
Versant Capital Management
Phoenix,
Arizona
|
$29.4M
|
+$2.96M
|
+38,713
|
+11%
|
|
|
4
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$24M
|
-$4.18M
|
-54,738
|
-15%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$23.3M
|
+$21.5M
|
+281,652
|
+969%
|
|
|
6
|
|
$22.1M
|
+$6.68M
|
+87,480
|
+42%
|
|
|
7
|
AdvicePeriod
Los Angeles,
California
|
$17.5M
|
+$3.09M
|
+40,487
|
+21%
|
|
|
8
|
Avidian Wealth Enterprises
Houston,
Texas
|
$15.5M
|
+$257K
|
+3,369
|
+2%
|
|
|
9
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$14M
|
+$6.82M
|
+89,244
|
+92%
|
|
|
10
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$13.2M
|
+$12.3M
|
+161,050
|
+1,126%
|
|
|
11
|
|
$12.3M
|
+$38.2K
|
+500
|
+0.3%
|
|
|
12
|
Bank of New York Mellon
New York
|
$12.1M
|
+$4.05M
|
+53,031
|
+49%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$12M
|
-$879K
|
-11,501
|
-7%
|
|
|
14
|
|
$10.4M
|
-$1.83M
|
-23,936
|
-15%
|
|
|
15
|
Fiduciary Trust
Boston,
Massachusetts
|
$10.3M
|
-$4.18M
|
-54,777
|
-29%
|
|
|
16
|
FDx Advisors
Chicago,
Illinois
|
$9.49M
|
+$1.74M
|
+22,753
|
+22%
|
|
|
17
|
Coastline Trust
Providence,
Rhode Island
|
$9.31M
|
-$326K
|
-4,265
|
-3%
|
|
|
18
|
Garde Capital
Seattle,
Washington
|
$7.15M
|
+$816K
|
+10,688
|
+13%
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$7.11M
|
+$833K
|
+10,904
|
+13%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$6.35M
|
-$622K
|
-8,137
|
-9%
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$6.22M
|
+$126K
|
+1,644
|
+2%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.11M
|
+$2.99M
|
+39,108
|
+93%
|
|
|
23
|
Flow Traders U.S.
New York
|
$6.05M
|
-$2.48M
|
-32,423
|
-29%
|
|
|
24
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$5.44M
|
-$149K
|
-1,946
|
-3%
|
|
|
25
|
Parallel Advisors
San Francisco,
California
|
$4.3M
|
-$1.92M
|
-25,200
|
-31%
|
|
