|
1
|
Cassaday & Co
Mclean,
Virginia
|
$110M
|
+$3.72M
|
+151,314
|
+4%
|
|
|
2
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$89.2M
|
+$5.97M
|
+243,000
|
+8%
|
|
|
3
|
3EDGE Asset Management
Naples,
Florida
|
$30.7M
|
+$29.4M
|
+1,196,520
|
New
|
|
|
4
|
Bank of New York Mellon
New York
|
$29.8M
|
+$28.5M
|
+1,162,243
|
New
|
|
|
5
|
PFS Investments
Duluth,
Georgia
|
$10.7M
|
+$10.2M
|
+415,418
|
New
|
|
|
6
|
|
$9.89M
|
+$4.23M
|
+172,150
|
+81%
|
|
|
7
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$7.95M
|
+$7.61M
|
+310,101
|
New
|
|
|
8
|
American Investment Services
Great Barrington,
Massachusetts
|
$5.95M
|
+$4.23M
|
+172,102
|
+288%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$3.15M
|
+$2.96M
|
+120,421
|
+4,817%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.88M
|
+$2.76M
|
+112,379
|
New
|
|
|
11
|
VanEck Associates
New York
|
$1.68M
|
+$1.61M
|
+65,606
|
New
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$1.66M
|
+$1.59M
|
+64,859
|
New
|
|
|
13
|
SEI Investments
Oaks,
Pennsylvania
|
$1.5M
|
–
|
–
|
–
|
|
|
14
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$1.45M
|
+$1.39M
|
+56,650
|
New
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.32M
|
-$136K
|
-5,528
|
-10%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$1.21M
|
+$1.16M
|
+47,146
|
New
|
|
|
17
|
|
$1.17M
|
-$1.45M
|
-59,236
|
-56%
|
|
|
18
|
Guardian Life Insurance
New York
|
$1.12M
|
+$96.3K
|
+3,924
|
+10%
|
|
|
19
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$974K
|
+$442K
|
+18,000
|
+90%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$669K
|
+$626K
|
+25,479
|
+4,247%
|
|
|
21
|
Weil Company
San Diego,
California
|
$499K
|
+$478K
|
+19,473
|
New
|
|
|
22
|
Atria Investments
Charlotte,
North Carolina
|
$491K
|
+$470K
|
+19,148
|
New
|
|
|
23
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$320K
|
+$307K
|
+12,491
|
New
|
|
|
24
|
Continuum Advisory
Eagle,
Idaho
|
$282K
|
+$270K
|
+11,007
|
New
|
|
|
25
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$246K
|
+$235K
|
+9,589
|
New
|
|
