|
1
|
|
$129M
|
+$24.8M
|
+319,789
|
+24%
|
|
|
2
|
Bank of New York Mellon
New York
|
$122M
|
+$2.47M
|
+31,784
|
+2%
|
|
|
3
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$97.5M
|
+$20.2M
|
+259,859
|
+26%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$89.8M
|
+$7.31M
|
+94,263
|
+9%
|
|
|
5
|
Dowling & Yahnke
San Diego,
California
|
$52.9M
|
+$1.03M
|
+13,257
|
+2%
|
|
|
6
|
Mather Group
Chicago,
Illinois
|
$51.1M
|
+$41.5M
|
+535,138
|
+438%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$32.5M
|
-$13.7M
|
-176,815
|
-30%
|
|
|
8
|
|
$32M
|
-$2.49M
|
-32,057
|
-7%
|
|
|
9
|
|
$30.9M
|
-$6.03M
|
-77,770
|
-16%
|
|
|
10
|
Central Bank & Trust
Lexington,
Kentucky
|
$27.2M
|
-$8.84M
|
-113,955
|
-25%
|
|
|
11
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$26.9M
|
+$2.16M
|
+27,778
|
+9%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$21.7M
|
+$4.63M
|
+59,673
|
+27%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$21.3M
|
+$3.44M
|
+44,360
|
+19%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$21.2M
|
-$15.9M
|
-205,192
|
-43%
|
|
|
15
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$20.2M
|
-$2.18M
|
-28,084
|
-10%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$19.8M
|
+$5.63M
|
+72,539
|
+40%
|
|
|
17
|
Versant Capital Management
Phoenix,
Arizona
|
$18.3M
|
+$493K
|
+6,358
|
+3%
|
|
|
18
|
Marotta Asset Management
Charlottesville,
Virginia
|
$17.9M
|
+$310K
|
+3,989
|
+2%
|
|
|
19
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$16.3M
|
+$950K
|
+12,236
|
+6%
|
|
|
20
|
Corrigan Financial
Middletown,
Rhode Island
|
$16.1M
|
+$375K
|
+4,835
|
+2%
|
|
|
21
|
Strategic Financial Services
Utica,
New York
|
$14.8M
|
-$337K
|
-4,337
|
-2%
|
|
|
22
|
Fairview Capital Investment Management
Greenbrae,
California
|
$14.6M
|
+$196K
|
+2,523
|
+1%
|
|
|
23
|
Coastline Trust
Providence,
Rhode Island
|
$12.7M
|
-$6.91K
|
-89
|
-0.1%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$11.9M
|
+$101K
|
+1,300
|
+0.9%
|
|
|
25
|
Wavelength Capital Management
Westport,
Connecticut
|
$11.8M
|
+$11.7M
|
+151,417
|
New
|
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