|
1
|
Bank of New York Mellon
New York
|
$203M
|
-$351K
|
-9,203
|
-0.2%
|
|
|
2
|
Cassaday & Co
Mclean,
Virginia
|
$184M
|
-$1.08M
|
-28,261
|
-0.6%
|
|
|
3
|
3EDGE Asset Management
Naples,
Florida
|
$161M
|
+$21.1M
|
+554,679
|
+15%
|
|
|
4
|
RGT Wealth Advisors
Dallas,
Texas
|
$113M
|
+$21.4M
|
+562,296
|
+23%
|
|
|
5
|
|
$112M
|
+$50.7M
|
+1,330,449
|
+81%
|
|
|
6
|
Evoke Wealth
Los Angeles,
California
|
$95.3M
|
-$427K
|
-11,207
|
-0.4%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$87.9M
|
+$16.8M
|
+440,080
|
+23%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$70.3M
|
+$8.34M
|
+218,813
|
+13%
|
|
|
9
|
CSat Investment Advisory
Detroit,
Michigan
|
$53.9M
|
+$39.5M
|
+1,035,618
|
+260%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$50.8M
|
+$11.8M
|
+308,960
|
+30%
|
|
|
11
|
Gradient Investments
Arden Hills,
Minnesota
|
$50.1M
|
+$47.8M
|
+1,252,426
|
+1,543%
|
|
|
12
|
SEI Investments
Oaks,
Pennsylvania
|
$50.1M
|
+$1.34M
|
+35,250
|
+3%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$50.1M
|
+$17.7M
|
+465,399
|
+54%
|
|
|
14
|
Richard C. Young & Co
Newport,
Rhode Island
|
$45.6M
|
+$470K
|
+12,324
|
+1%
|
|
|
15
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$42.9M
|
+$591K
|
+15,502
|
+1%
|
|
|
16
|
Hollow Brook Wealth Management
Katonah,
New York
|
$41.7M
|
+$9.13M
|
+239,419
|
+28%
|
|
|
17
|
|
$38.8M
|
+$111K
|
+2,900
|
+0.3%
|
|
|
18
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$38.1M
|
+$29.4M
|
+772,268
|
+321%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$34.9M
|
-$6.54M
|
-171,545
|
-16%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$29.5M
|
+$27.9M
|
+730,664
|
+1,370%
|
|
|
21
|
American Investment Services
Great Barrington,
Massachusetts
|
$26M
|
-$901K
|
-23,628
|
-3%
|
|
|
22
|
Strategic Financial Services
Utica,
New York
|
$25.6M
|
+$623K
|
+16,331
|
+2%
|
|
|
23
|
Requisite Capital Management
Dallas,
Texas
|
$25.3M
|
+$10.5M
|
+275,036
|
+69%
|
|
|
24
|
PFS Investments
Duluth,
Georgia
|
$23.3M
|
-$714K
|
-18,738
|
-3%
|
|
|
25
|
Capital Planning Advisors
Roseville,
California
|
$22.8M
|
+$1.1M
|
+28,728
|
+5%
|
|
