|
1
|
Cassaday & Co
Mclean,
Virginia
|
$1.25億
|
-$367万
|
-124,609
|
-3%
|
|
|
2
|
3EDGE Asset Management
Naples,
Florida
|
$1億
|
-$379万
|
-128,911
|
-4%
|
|
|
3
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$3725万
|
-$7042万
|
-2,392,959
|
-65%
|
|
|
4
|
Bank of New York Mellon
New York
|
$2829万
|
-$169万
|
-57,383
|
-6%
|
|
|
5
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$2432万
|
-$381万
|
-129,484
|
-14%
|
|
|
6
|
American Investment Services
Great Barrington,
Massachusetts
|
$2361万
|
-$13.6万
|
-4,606
|
-0.6%
|
|
|
7
|
Richard C. Young & Co
Newport,
Rhode Island
|
$1880万
|
+$1882万
|
+639,503
|
新規
|
|
|
8
|
Capital Planning Advisors
Roseville,
California
|
$1576万
|
+$66.3万
|
+22,531
|
+4%
|
|
|
9
|
|
$1537万
|
-$55.5万
|
-18,850
|
-3%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$1535万
|
+$247万
|
+83,838
|
+19%
|
|
|
11
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$1425万
|
+$1426万
|
+484,722
|
新規
|
|
|
12
|
Strategic Financial Services
Utica,
New York
|
$1399万
|
+$1400万
|
+475,714
|
新規
|
|
|
13
|
PFS Investments
Duluth,
Georgia
|
$1262万
|
-$119万
|
-40,526
|
-9%
|
|
|
14
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1191万
|
+$134万
|
+45,511
|
+13%
|
|
|
15
|
Hollow Brook Wealth Management
Katonah,
New York
|
$1147万
|
+$1148万
|
+390,151
|
新規
|
|
|
16
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$1107万
|
+$1057万
|
+359,230
|
+2,088%
|
|
|
17
|
|
$1078万
|
+$999万
|
+339,458
|
+1,241%
|
|
|
18
|
SEI Investments
Oaks,
Pennsylvania
|
$1069万
|
+$6,886
|
+234
|
+0.1%
|
|
|
19
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$1061万
|
+$172万
|
+58,372
|
+19%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$702万
|
+$95.7万
|
+32,519
|
+16%
|
|
|
21
|
TPG Financial Advisors
Portland,
Oregon
|
$618万
|
+$619万
|
+210,275
|
新規
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$539万
|
+$75.6万
|
+25,698
|
+16%
|
|
|
23
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
$534万
|
+$387万
|
+131,390
|
新規
|
|
|
24
|
Segment Wealth Management
Houston,
Texas
|
$528万
|
+$528万
|
+179,412
|
新規
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$522万
|
+$482万
|
+163,867
|
+1,185%
|
|
