|
1
|
Bank of New York Mellon
New York
|
USD 192 M
|
+USD 63.2 M
|
+1,846,473
|
+52%
|
|
|
2
|
Cassaday & Co
Mclean,
Virginia
|
USD 175 M
|
+USD 3.47 M
|
+101,363
|
+2%
|
|
|
3
|
3EDGE Asset Management
Naples,
Florida
|
USD 132 M
|
+USD 50.1 M
|
+1,464,885
|
+65%
|
|
|
4
|
Evoke Wealth
Los Angeles,
California
|
USD 90.5 M
|
+USD 16.2 M
|
+473,470
|
+23%
|
|
|
5
|
RGT Wealth Advisors
Dallas,
Texas
|
USD 86.9 M
|
+USD 83.7 M
|
+2,447,843
|
Nuevas
|
|
|
6
|
LPL Financial
San Diego,
California
|
USD 67.4 M
|
+USD 55.6 M
|
+1,627,036
|
+602%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
USD 58.7 M
|
+USD 22.7 M
|
+663,698
|
+67%
|
|
|
8
|
|
USD 58.4 M
|
+USD 37.5 M
|
+1,095,593
|
+200%
|
|
|
9
|
SEI Investments
Oaks,
Pennsylvania
|
USD 46.1 M
|
+USD 21.3 M
|
+624,187
|
+93%
|
|
|
10
|
Richard C. Young & Co
Newport,
Rhode Island
|
USD 42.6 M
|
+USD 166 k
|
+4,842
|
+0.4%
|
|
|
11
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
USD 40 M
|
+USD 38.5 M
|
+1,126,647
|
Nuevas
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 39.1 M
|
+USD 34.8 M
|
+1,018,515
|
+1,250%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
USD 37 M
|
+USD 15.6 M
|
+454,900
|
+77%
|
|
|
14
|
|
USD 36.5 M
|
+USD 4.29 M
|
+125,400
|
+14%
|
|
|
15
|
Hollow Brook Wealth Management
Katonah,
New York
|
USD 30.8 M
|
+USD 203 k
|
+5,924
|
+0.7%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 30.8 M
|
+USD 10.8 M
|
+315,214
|
+57%
|
|
|
17
|
American Investment Services
Great Barrington,
Massachusetts
|
USD 25.4 M
|
-USD 2.12 M
|
-61,946
|
-8%
|
|
|
18
|
Strategic Financial Services
Utica,
New York
|
USD 23.6 M
|
+USD 1.01 M
|
+29,577
|
+5%
|
|
|
19
|
PFS Investments
Duluth,
Georgia
|
USD 22.7 M
|
+USD 6.64 M
|
+194,100
|
+44%
|
|
|
20
|
Capital Planning Advisors
Roseville,
California
|
USD 20.5 M
|
+USD 1.93 M
|
+56,559
|
+11%
|
|
|
21
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
USD 19.9 M
|
+USD 1.11 M
|
+32,532
|
+6%
|
|
|
22
|
Cardan Capital Partners
Denver,
Colorado
|
USD 19.7 M
|
+USD 1.3 M
|
+38,059
|
+7%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
USD 16.3 M
|
-USD 1.6 M
|
-46,773
|
-9%
|
|
|
24
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
USD 15.9 M
|
+USD 587 k
|
+17,155
|
+4%
|
|
|
25
|
CSat Investment Advisory
Detroit,
Michigan
|
USD 14.1 M
|
+USD 13.6 M
|
+398,227
|
Nuevas
|
|
