|
1
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$428M
|
+$13.9M
|
+175,384
|
+3%
|
|
|
2
|
Bank of New York Mellon
New York
|
$121M
|
+$63.7M
|
+806,014
|
+113%
|
|
|
3
|
|
$107M
|
-$3.31M
|
-41,889
|
-3%
|
|
|
4
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$100M
|
+$4.25M
|
+53,777
|
+4%
|
|
|
5
|
Dowling & Yahnke
San Diego,
California
|
$52.1M
|
+$2.07M
|
+26,220
|
+4%
|
|
|
6
|
|
$49.5M
|
-$23.2M
|
-293,286
|
-32%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$46.8M
|
+$15.5M
|
+196,099
|
+50%
|
|
|
8
|
Central Bank & Trust
Lexington,
Kentucky
|
$37.6M
|
+$1.3M
|
+16,491
|
+4%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$35.8M
|
+$3.98M
|
+50,362
|
+13%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$35.7M
|
+$2.77M
|
+34,985
|
+8%
|
|
|
11
|
|
$32.5M
|
-$3.3M
|
-41,721
|
-9%
|
|
|
12
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$24.5M
|
+$2.48M
|
+31,407
|
+11%
|
|
|
13
|
AdvicePeriod
Los Angeles,
California
|
$21.5M
|
+$456K
|
+5,770
|
+2%
|
|
|
14
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$20.8M
|
+$2.28M
|
+28,805
|
+12%
|
|
|
15
|
Marotta Asset Management
Charlottesville,
Virginia
|
$18.6M
|
-$11.2M
|
-141,407
|
-38%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.1M
|
+$57.1K
|
+722
|
+0.3%
|
|
|
17
|
Versant Capital Management
Phoenix,
Arizona
|
$17.8M
|
+$1.08M
|
+13,664
|
+7%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$17.7M
|
+$3.85M
|
+48,743
|
+28%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$16M
|
+$2.47M
|
+31,252
|
+18%
|
|
|
20
|
Corrigan Financial
Middletown,
Rhode Island
|
$15.9M
|
+$1.82M
|
+23,019
|
+13%
|
|
|
21
|
Fairview Capital Investment Management
Greenbrae,
California
|
$15.6M
|
+$655K
|
+8,282
|
+4%
|
|
|
22
|
Allegiant Private Advisors
Sarasota,
Florida
|
$15.5M
|
+$1.4M
|
+17,737
|
+10%
|
|
|
23
|
Strategic Financial Services
Utica,
New York
|
$14.8M
|
+$1.06M
|
+13,419
|
+8%
|
|
|
24
|
Morningstar Investment Management
Chicago,
Illinois
|
$14.1M
|
+$14M
|
+176,644
|
New
|
|
|
25
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$13.8M
|
+$775K
|
+9,807
|
+6%
|
|
