|
1
|
Cassaday & Co
Mclean,
Virginia
|
$125M
|
-$3.67M
|
-124,609
|
-3%
|
|
|
2
|
3EDGE Asset Management
Naples,
Florida
|
$100M
|
-$3.79M
|
-128,911
|
-4%
|
|
|
3
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$37.3M
|
-$70.4M
|
-2,392,959
|
-65%
|
|
|
4
|
Bank of New York Mellon
New York
|
$28.3M
|
-$1.69M
|
-57,383
|
-6%
|
|
|
5
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$24.3M
|
-$3.81M
|
-129,484
|
-14%
|
|
|
6
|
American Investment Services
Great Barrington,
Massachusetts
|
$23.6M
|
-$136K
|
-4,606
|
-0.6%
|
|
|
7
|
Richard C. Young & Co
Newport,
Rhode Island
|
$18.8M
|
+$18.8M
|
+639,503
|
New
|
|
|
8
|
Capital Planning Advisors
Roseville,
California
|
$15.8M
|
+$663K
|
+22,531
|
+4%
|
|
|
9
|
|
$15.4M
|
-$555K
|
-18,850
|
-3%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$15.4M
|
+$2.47M
|
+83,838
|
+19%
|
|
|
11
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$14.3M
|
+$14.3M
|
+484,722
|
New
|
|
|
12
|
Strategic Financial Services
Utica,
New York
|
$14M
|
+$14M
|
+475,714
|
New
|
|
|
13
|
PFS Investments
Duluth,
Georgia
|
$12.6M
|
-$1.19M
|
-40,526
|
-9%
|
|
|
14
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$11.9M
|
+$1.34M
|
+45,511
|
+13%
|
|
|
15
|
Hollow Brook Wealth Management
Katonah,
New York
|
$11.5M
|
+$11.5M
|
+390,151
|
New
|
|
|
16
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$11.1M
|
+$10.6M
|
+359,230
|
+2,088%
|
|
|
17
|
|
$10.8M
|
+$9.99M
|
+339,458
|
+1,241%
|
|
|
18
|
SEI Investments
Oaks,
Pennsylvania
|
$10.7M
|
+$6.89K
|
+234
|
+0.1%
|
|
|
19
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$10.6M
|
+$1.72M
|
+58,372
|
+19%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$7.02M
|
+$957K
|
+32,519
|
+16%
|
|
|
21
|
TPG Financial Advisors
Portland,
Oregon
|
$6.18M
|
+$6.19M
|
+210,275
|
New
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.39M
|
+$756K
|
+25,698
|
+16%
|
|
|
23
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
$5.34M
|
+$3.87M
|
+131,390
|
New
|
|
|
24
|
Segment Wealth Management
Houston,
Texas
|
$5.28M
|
+$5.28M
|
+179,412
|
New
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.22M
|
+$4.82M
|
+163,867
|
+1,185%
|
|
