|
1
|
Bank of New York Mellon
New York
|
$192M
|
+$63.2M
|
+1,846,473
|
+52%
|
|
|
2
|
Cassaday & Co
Mclean,
Virginia
|
$175M
|
+$3.47M
|
+101,363
|
+2%
|
|
|
3
|
3EDGE Asset Management
Naples,
Florida
|
$132M
|
+$50.1M
|
+1,464,885
|
+65%
|
|
|
4
|
Evoke Wealth
Los Angeles,
California
|
$90.5M
|
+$16.2M
|
+473,470
|
+23%
|
|
|
5
|
RGT Wealth Advisors
Dallas,
Texas
|
$86.9M
|
+$83.7M
|
+2,447,843
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$67.4M
|
+$55.6M
|
+1,627,036
|
+602%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$58.7M
|
+$22.7M
|
+663,698
|
+67%
|
|
|
8
|
|
$58.4M
|
+$37.5M
|
+1,095,593
|
+200%
|
|
|
9
|
SEI Investments
Oaks,
Pennsylvania
|
$46.1M
|
+$21.3M
|
+624,187
|
+93%
|
|
|
10
|
Richard C. Young & Co
Newport,
Rhode Island
|
$42.6M
|
+$166K
|
+4,842
|
+0.4%
|
|
|
11
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$40M
|
+$38.5M
|
+1,126,647
|
New
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$39.1M
|
+$34.8M
|
+1,018,515
|
+1,250%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$37M
|
+$15.6M
|
+454,900
|
+77%
|
|
|
14
|
|
$36.5M
|
+$4.29M
|
+125,400
|
+14%
|
|
|
15
|
Hollow Brook Wealth Management
Katonah,
New York
|
$30.8M
|
+$203K
|
+5,924
|
+0.7%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30.8M
|
+$10.8M
|
+315,214
|
+57%
|
|
|
17
|
American Investment Services
Great Barrington,
Massachusetts
|
$25.4M
|
-$2.12M
|
-61,946
|
-8%
|
|
|
18
|
Strategic Financial Services
Utica,
New York
|
$23.6M
|
+$1.01M
|
+29,577
|
+5%
|
|
|
19
|
PFS Investments
Duluth,
Georgia
|
$22.7M
|
+$6.64M
|
+194,100
|
+44%
|
|
|
20
|
Capital Planning Advisors
Roseville,
California
|
$20.5M
|
+$1.93M
|
+56,559
|
+11%
|
|
|
21
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$19.9M
|
+$1.11M
|
+32,532
|
+6%
|
|
|
22
|
Cardan Capital Partners
Denver,
Colorado
|
$19.7M
|
+$1.3M
|
+38,059
|
+7%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$16.3M
|
-$1.6M
|
-46,773
|
-9%
|
|
|
24
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$15.9M
|
+$587K
|
+17,155
|
+4%
|
|
|
25
|
CSat Investment Advisory
Detroit,
Michigan
|
$14.1M
|
+$13.6M
|
+398,227
|
New
|
|
