|
1
|
Cassaday & Co
Mclean,
Virginia
|
$124M
|
+$2.38M
|
+91,210
|
+2%
|
|
|
2
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$103M
|
-$2.48M
|
-94,981
|
-3%
|
|
|
3
|
3EDGE Asset Management
Naples,
Florida
|
$99.5M
|
+$37.8M
|
+1,445,216
|
+69%
|
|
|
4
|
Bank of New York Mellon
New York
|
$28.7M
|
-$2.16M
|
-82,739
|
-8%
|
|
|
5
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$27M
|
-$266K
|
-10,178
|
-1%
|
|
|
6
|
American Investment Services
Great Barrington,
Massachusetts
|
$22.8M
|
+$13.3M
|
+509,949
|
+171%
|
|
|
7
|
|
$15.3M
|
+$1.97M
|
+75,200
|
+16%
|
|
|
8
|
Capital Planning Advisors
Roseville,
California
|
$14.5M
|
+$1.45M
|
+55,418
|
+12%
|
|
|
9
|
PFS Investments
Duluth,
Georgia
|
$13.1M
|
-$151K
|
-5,761
|
-1%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$12.4M
|
-$10.2M
|
-389,165
|
-47%
|
|
|
11
|
SEI Investments
Oaks,
Pennsylvania
|
$10.2M
|
+$1.94M
|
+74,100
|
+26%
|
|
|
12
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$10.1M
|
+$9.4M
|
+359,507
|
New
|
|
|
13
|
Copperwynd Financial
Scottsdale,
Arizona
|
$9.44M
|
+$8.76M
|
+335,073
|
New
|
|
|
14
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$8.53M
|
+$77.3K
|
+2,958
|
+1%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$5.82M
|
+$5.26M
|
+201,026
|
+3,784%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.44M
|
-$876K
|
-33,514
|
-18%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$3.5M
|
-$109K
|
-4,163
|
-3%
|
|
|
18
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$3.13M
|
-$2.17M
|
-82,826
|
-43%
|
|
|
19
|
VanEck Associates
New York
|
$3.08M
|
+$497K
|
+19,022
|
+21%
|
|
|
20
|
Focused Wealth Management
Newburgh,
New York
|
$2.8M
|
+$39K
|
+1,491
|
+2%
|
|
|
21
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$2.29M
|
+$2.12M
|
+81,191
|
New
|
|
|
22
|
Versant Capital Management
Phoenix,
Arizona
|
$2.24M
|
+$1.88M
|
+71,822
|
+934%
|
|
|
23
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$1.68M
|
+$91.5K
|
+3,500
|
+6%
|
|
|
24
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$1.66M
|
–
|
–
|
–
|
|
|
25
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$1.65M
|
+$837K
|
+31,995
|
+120%
|
|
