|
1
|
|
$82.7M
|
-$37.3M
|
-503,375
|
-32%
|
|
|
2
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$64.4M
|
+$11.9M
|
+161,078
|
+24%
|
|
|
3
|
|
$49M
|
+$46.6M
|
+629,508
|
New
|
|
|
4
|
Bank of New York Mellon
New York
|
$45.3M
|
+$3.18M
|
+42,965
|
+8%
|
|
|
5
|
Dowling & Yahnke
San Diego,
California
|
$42.3M
|
+$1.99M
|
+26,870
|
+5%
|
|
|
6
|
Central Bank & Trust
Lexington,
Kentucky
|
$29.7M
|
+$4.59M
|
+61,931
|
+19%
|
|
|
7
|
Marotta Asset Management
Charlottesville,
Virginia
|
$23.5M
|
+$2.18M
|
+29,431
|
+11%
|
|
|
8
|
|
$21.7M
|
+$2.03M
|
+27,391
|
+11%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$19.8M
|
-$8.27M
|
-111,672
|
-30%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$19.5M
|
-$5M
|
-67,532
|
-21%
|
|
|
11
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$18.7M
|
+$3.02M
|
+40,724
|
+20%
|
|
|
12
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$18.5M
|
+$1.13M
|
+15,316
|
+7%
|
|
|
13
|
AdvicePeriod
Los Angeles,
California
|
$18.2M
|
-$7.77M
|
-104,877
|
-31%
|
|
|
14
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$18M
|
+$9.8M
|
+132,309
|
+133%
|
|
|
15
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$17.3M
|
-$3.96M
|
-53,421
|
-19%
|
|
|
16
|
Versant Capital Management
Phoenix,
Arizona
|
$14.7M
|
+$655K
|
+8,846
|
+5%
|
|
|
17
|
Fairview Capital Investment Management
Greenbrae,
California
|
$13M
|
+$1.1M
|
+14,850
|
+10%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$13M
|
+$121K
|
+1,629
|
+1%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.8M
|
+$645K
|
+8,705
|
+6%
|
|
|
20
|
Barings
Charlotte,
North Carolina
|
$10.7M
|
–
|
–
|
–
|
|
|
21
|
First Mercantile Trust
Cordova,
Tennessee
|
$9.93M
|
-$1.82M
|
-24,553
|
-16%
|
|
|
22
|
Strategic Financial Services
Utica,
New York
|
$9.92M
|
-$5.74M
|
-77,513
|
-38%
|
|
|
23
|
Coastline Trust
Providence,
Rhode Island
|
$9.88M
|
-$110K
|
-1,486
|
-1%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$8.63M
|
-$1.25M
|
-16,916
|
-13%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$8.46M
|
+$2.09M
|
+28,253
|
+35%
|
|
