|
1
|
Cassaday & Co
Mclean,
Virginia
|
$124M
|
-$4.79M
|
-161,881
|
-4%
|
|
|
2
|
3EDGE Asset Management
Naples,
Florida
|
$92.4M
|
-$10.4M
|
-351,929
|
-10%
|
|
|
3
|
Gradient Investments
Arden Hills,
Minnesota
|
$30.3M
|
+$26.5M
|
+895,519
|
+842%
|
|
|
4
|
Bank of New York Mellon
New York
|
$27.4M
|
-$1.7M
|
-57,555
|
-6%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$26.4M
|
+$10.3M
|
+349,451
|
+67%
|
|
|
6
|
American Investment Services
Great Barrington,
Massachusetts
|
$25.2M
|
+$903K
|
+30,501
|
+4%
|
|
|
7
|
|
$24M
|
+$7.99M
|
+269,850
|
+52%
|
|
|
8
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$23.8M
|
-$1.21M
|
-40,840
|
-5%
|
|
|
9
|
Richard C. Young & Co
Newport,
Rhode Island
|
$23.7M
|
+$4.22M
|
+142,738
|
+22%
|
|
|
10
|
Strategic Financial Services
Utica,
New York
|
$18M
|
+$3.5M
|
+118,337
|
+25%
|
|
|
11
|
SEI Investments
Oaks,
Pennsylvania
|
$17.6M
|
+$6.44M
|
+217,766
|
+60%
|
|
|
12
|
Hollow Brook Wealth Management
Katonah,
New York
|
$16M
|
+$4.06M
|
+137,216
|
+35%
|
|
|
13
|
Capital Planning Advisors
Roseville,
California
|
$16M
|
-$266K
|
-9,000
|
-2%
|
|
|
14
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$15.2M
|
+$462K
|
+15,613
|
+3%
|
|
|
15
|
PFS Investments
Duluth,
Georgia
|
$13.2M
|
+$218K
|
+7,379
|
+2%
|
|
|
16
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$12.9M
|
+$575K
|
+19,440
|
+5%
|
|
|
17
|
|
$12.2M
|
+$1.06M
|
+35,863
|
+10%
|
|
|
18
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$11.8M
|
+$431K
|
+14,578
|
+4%
|
|
|
19
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$11.3M
|
+$326K
|
+11,020
|
+3%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$9.16M
|
+$4.13M
|
+139,597
|
+86%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$8.94M
|
+$1.67M
|
+56,376
|
+24%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.9M
|
+$2.47M
|
+83,352
|
+47%
|
|
|
23
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$7.06M
|
+$3.72M
|
+125,618
|
+117%
|
|
|
24
|
TPG Financial Advisors
Portland,
Oregon
|
$6.76M
|
+$384K
|
+12,990
|
+6%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.31M
|
+$749K
|
+25,308
|
+14%
|
|
