|
1
|
|
$119M
|
+$28.6M
|
+384,262
|
+32%
|
|
|
2
|
Dowling & Yahnke
San Diego,
California
|
$36M
|
+$453K
|
+6,084
|
+1%
|
|
|
3
|
Central Bank & Trust
Lexington,
Kentucky
|
$34.5M
|
+$16.3M
|
+219,441
|
+90%
|
|
|
4
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$28.2M
|
+$633K
|
+8,511
|
+2%
|
|
|
5
|
Versant Capital Management
Phoenix,
Arizona
|
$24.8M
|
-$6.85M
|
-92,096
|
-22%
|
|
|
6
|
AdvicePeriod
Los Angeles,
California
|
$24.4M
|
+$2.47M
|
+33,187
|
+11%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$22.7M
|
-$2.11M
|
-28,403
|
-9%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$21.5M
|
+$6.77M
|
+91,003
|
+46%
|
|
|
9
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$19.3M
|
+$4.31M
|
+57,896
|
+29%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$18.7M
|
+$5.5M
|
+73,937
|
+42%
|
|
|
11
|
Bank of New York Mellon
New York
|
$17.4M
|
+$2.54M
|
+34,090
|
+17%
|
|
|
12
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$15.1M
|
-$365K
|
-4,906
|
-2%
|
|
|
13
|
|
$11.3M
|
+$815K
|
+10,945
|
+8%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$9.48M
|
+$5.02M
|
+67,496
|
+113%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.97M
|
+$287K
|
+3,852
|
+4%
|
|
|
16
|
Coastline Trust
Providence,
Rhode Island
|
$6.97M
|
-$1.95M
|
-26,160
|
-22%
|
|
|
17
|
Acima Private Wealth
Richmond,
Virginia
|
$6.96M
|
+$6.95M
|
+93,352
|
New
|
|
|
18
|
Fairview Capital Investment Management
Greenbrae,
California
|
$6.67M
|
+$1.34M
|
+18,025
|
+25%
|
|
|
19
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$6.25M
|
+$606K
|
+8,140
|
+11%
|
|
|
20
|
Garde Capital
Seattle,
Washington
|
$6.21M
|
-$463K
|
-6,222
|
-7%
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$6.1M
|
-$1.24M
|
-16,602
|
-17%
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$5.14M
|
+$135K
|
+1,811
|
+3%
|
|
|
23
|
Legacy Private Trust
Neenah,
Wisconsin
|
$5.06M
|
+$5.05M
|
+67,850
|
New
|
|
|
24
|
|
$4.69M
|
+$3.58M
|
+48,089
|
+323%
|
|
|
25
|
|
$3.98M
|
+$2.31M
|
+31,003
|
+139%
|
|
