|
1
|
Cassaday & Co
Mclean,
Virginia
|
$151M
|
+$22.5M
|
+712,001
|
+17%
|
|
|
2
|
Bank of New York Mellon
New York
|
$112M
|
+$84.2M
|
+2,668,204
|
+295%
|
|
|
3
|
3EDGE Asset Management
Naples,
Florida
|
$70.9M
|
-$25.1M
|
-794,271
|
-26%
|
|
|
4
|
Evoke Wealth
Los Angeles,
California
|
$65.2M
|
+$60.2M
|
+1,907,054
|
+1,155%
|
|
|
5
|
Richard C. Young & Co
Newport,
Rhode Island
|
$37.6M
|
+$13.1M
|
+413,610
|
+53%
|
|
|
6
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$31.3M
|
+$19.1M
|
+604,849
|
+155%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$31.1M
|
+$3.66M
|
+116,064
|
+13%
|
|
|
8
|
Gradient Investments
Arden Hills,
Minnesota
|
$29.5M
|
-$2M
|
-63,265
|
-6%
|
|
|
9
|
|
$28.4M
|
+$3.46M
|
+109,780
|
+14%
|
|
|
10
|
Hollow Brook Wealth Management
Katonah,
New York
|
$27.1M
|
+$10.6M
|
+335,052
|
+64%
|
|
|
11
|
American Investment Services
Great Barrington,
Massachusetts
|
$24.4M
|
-$1.77M
|
-56,193
|
-7%
|
|
|
12
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$21.3M
|
+$21.4M
|
+677,737
|
New
|
|
|
13
|
SEI Investments
Oaks,
Pennsylvania
|
$21.2M
|
+$2.89M
|
+91,726
|
+16%
|
|
|
14
|
Strategic Financial Services
Utica,
New York
|
$19.9M
|
+$1.26M
|
+39,960
|
+7%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$18.5M
|
+$8.99M
|
+285,008
|
+94%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.3M
|
+$9.14M
|
+289,599
|
+111%
|
|
|
17
|
|
$17.3M
|
+$4.62M
|
+146,332
|
+36%
|
|
|
18
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$16.6M
|
+$831K
|
+26,320
|
+5%
|
|
|
19
|
Capital Planning Advisors
Roseville,
California
|
$16.4M
|
-$162K
|
-5,121
|
-1%
|
|
|
20
|
Cardan Capital Partners
Denver,
Colorado
|
$16.2M
|
+$16.3M
|
+516,642
|
New
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$15.9M
|
+$9.35M
|
+296,265
|
+142%
|
|
|
22
|
PFS Investments
Duluth,
Georgia
|
$14M
|
+$268K
|
+8,498
|
+2%
|
|
|
23
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$13.5M
|
+$199K
|
+6,304
|
+1%
|
|
|
24
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$10.1M
|
-$1.55M
|
-49,231
|
-13%
|
|
|
25
|
Gould Asset Management
Claremont,
California
|
$9.59M
|
+$6.52M
|
+206,515
|
+210%
|
|
