|
1
|
|
$110M
|
+$13.4M
|
+170,799
|
+12%
|
|
|
2
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$46.9M
|
-$4.62M
|
-58,765
|
-8%
|
|
|
3
|
Bank of New York Mellon
New York
|
$38M
|
-$12.3M
|
-155,721
|
-22%
|
|
|
4
|
Dowling & Yahnke
San Diego,
California
|
$36.4M
|
-$1.75M
|
-22,276
|
-4%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$25.8M
|
-$6.08M
|
-77,306
|
-17%
|
|
|
6
|
AdvicePeriod
Los Angeles,
California
|
$23.9M
|
+$1.98M
|
+25,142
|
+8%
|
|
|
7
|
Central Bank & Trust
Lexington,
Kentucky
|
$22.6M
|
-$1.09M
|
-13,848
|
-4%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$22.4M
|
-$391K
|
-4,971
|
-2%
|
|
|
9
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$19.4M
|
+$14.9M
|
+189,385
|
+220%
|
|
|
10
|
American Century Companies
Kansas City,
Missouri
|
$18.7M
|
+$9.65M
|
+122,671
|
+86%
|
|
|
11
|
Marotta Asset Management
Charlottesville,
Virginia
|
$18.5M
|
-$2.43M
|
-30,923
|
-10%
|
|
|
12
|
|
$17.7M
|
-$7.99M
|
-101,563
|
-29%
|
|
|
13
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$14.9M
|
-$8.23M
|
-104,577
|
-33%
|
|
|
14
|
Strategic Financial Services
Utica,
New York
|
$14.4M
|
+$16.1M
|
+205,038
|
New
|
|
|
15
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$14.1M
|
+$15.7M
|
+200,105
|
New
|
|
|
16
|
Versant Capital Management
Phoenix,
Arizona
|
$12.7M
|
-$9.29M
|
-118,052
|
-40%
|
|
|
17
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$12.6M
|
-$5.41M
|
-68,812
|
-28%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$11.6M
|
+$2.1M
|
+26,685
|
+19%
|
|
|
19
|
Fairview Capital Investment Management
Greenbrae,
California
|
$10.8M
|
+$1.78M
|
+22,600
|
+17%
|
|
|
20
|
First Mercantile Trust
Cordova,
Tennessee
|
$10.7M
|
+$6.44M
|
+81,808
|
+116%
|
|
|
21
|
Barings
Charlotte,
North Carolina
|
$10.7M
|
+$5.1M
|
+64,775
|
+74%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.1M
|
+$4.6M
|
+58,450
|
+69%
|
|
|
23
|
Coastline Trust
Providence,
Rhode Island
|
$9.04M
|
+$571K
|
+7,254
|
+6%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$9.01M
|
+$235K
|
+2,989
|
+2%
|
|
|
25
|
United Capital Financial Advisors
Irving,
Texas
|
$7.46M
|
-$694K
|
-8,822
|
-8%
|
|
