|
1
|
Cassaday & Co
Mclean,
Virginia
|
$1.24億
|
+$238万
|
+91,210
|
+2%
|
|
|
2
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$1.03億
|
-$248万
|
-94,981
|
-3%
|
|
|
3
|
3EDGE Asset Management
Naples,
Florida
|
$9952万
|
+$3779万
|
+1,445,216
|
+69%
|
|
|
4
|
Bank of New York Mellon
New York
|
$2873万
|
-$216万
|
-82,739
|
-8%
|
|
|
5
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$2696万
|
-$26.6万
|
-10,178
|
-1%
|
|
|
6
|
American Investment Services
Great Barrington,
Massachusetts
|
$2276万
|
+$1333万
|
+509,949
|
+171%
|
|
|
7
|
|
$1526万
|
+$197万
|
+75,200
|
+16%
|
|
|
8
|
Capital Planning Advisors
Roseville,
California
|
$1447万
|
+$145万
|
+55,418
|
+12%
|
|
|
9
|
PFS Investments
Duluth,
Georgia
|
$1315万
|
-$15.1万
|
-5,761
|
-1%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$1235万
|
-$1018万
|
-389,165
|
-47%
|
|
|
11
|
SEI Investments
Oaks,
Pennsylvania
|
$1024万
|
+$194万
|
+74,100
|
+26%
|
|
|
12
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1013万
|
+$940万
|
+359,507
|
新規
|
|
|
13
|
Copperwynd Financial
Scottsdale,
Arizona
|
$944万
|
+$876万
|
+335,073
|
新規
|
|
|
14
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$853万
|
+$7.73万
|
+2,958
|
+1%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$582万
|
+$526万
|
+201,026
|
+3,784%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$444万
|
-$87.6万
|
-33,514
|
-18%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$350万
|
-$10.9万
|
-4,163
|
-3%
|
|
|
18
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$313万
|
-$217万
|
-82,826
|
-43%
|
|
|
19
|
VanEck Associates
New York
|
$308万
|
+$49.7万
|
+19,022
|
+21%
|
|
|
20
|
Focused Wealth Management
Newburgh,
New York
|
$280万
|
+$3.9万
|
+1,491
|
+2%
|
|
|
21
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$229万
|
+$212万
|
+81,191
|
新規
|
|
|
22
|
Versant Capital Management
Phoenix,
Arizona
|
$224万
|
+$188万
|
+71,822
|
+934%
|
|
|
23
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$168万
|
+$9.15万
|
+3,500
|
+6%
|
|
|
24
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$166万
|
–
|
–
|
–
|
|
|
25
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$165万
|
+$83.7万
|
+31,995
|
+120%
|
|
