|
1
|
3D Asset Management
Hartford,
Connecticut
|
$38M
|
+$1.32M
|
+26,684
|
+4%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$15.3M
|
+$6.95M
|
+140,210
|
+82%
|
|
|
3
|
|
$11.7M
|
-$2.51M
|
-50,706
|
-18%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$8.81M
|
+$228K
|
+4,602
|
+3%
|
|
|
5
|
RFG Advisory
Birmingham,
Alabama
|
$8.74M
|
+$6.77M
|
+136,621
|
+335%
|
|
|
6
|
Lee Financial Group Hawaii
Honolulu,
Hawaii
|
$7.74M
|
+$7.79M
|
+157,043
|
New
|
|
|
7
|
Epstein & White Financial
San Diego,
California
|
$7.57M
|
-$2.08M
|
-41,850
|
-21%
|
|
|
8
|
Atria Investments
Charlotte,
North Carolina
|
$7.54M
|
+$133K
|
+2,692
|
+2%
|
|
|
9
|
Opes Advisors
Cupertino,
California
|
$6.71M
|
+$1.19M
|
+23,962
|
+21%
|
|
|
10
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$6.17M
|
+$3.59M
|
+72,383
|
+137%
|
|
|
11
|
Barber Financial Group
Lenexa,
Kansas
|
$6.01M
|
-$1.24M
|
-24,937
|
-17%
|
|
|
12
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$5.66M
|
+$473K
|
+9,546
|
+9%
|
|
|
13
|
Ashford Capital Management
Wilmington,
Delaware
|
$5.48M
|
+$5.51M
|
+111,149
|
New
|
|
|
14
|
WealthPLAN Partners
Omaha,
Nebraska
|
$4.99M
|
+$1.03M
|
+20,798
|
+26%
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3.45M
|
+$1.37M
|
+27,619
|
+65%
|
|
|
16
|
Sequoia Financial Advisors
Akron,
Ohio
|
$2.89M
|
+$1.07M
|
+21,524
|
+58%
|
|
|
17
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1.76M
|
+$412K
|
+8,301
|
+30%
|
|
|
18
|
|
$1.58M
|
+$1.58M
|
+31,961
|
New
|
|
|
19
|
Centaurus Financial
Anaheim,
California
|
$1.56M
|
+$1.57M
|
+31,572
|
New
|
|
|
20
|
|
$1.32M
|
-$5.11M
|
-103,065
|
-79%
|
|
|
21
|
Bank of New York Mellon
New York
|
$1.32M
|
+$828K
|
+16,707
|
+165%
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$1.22M
|
–
|
–
|
–
|
|
|
23
|
Great Lakes Advisors
Chicago,
Illinois
|
$1.02M
|
+$235K
|
+4,730
|
+30%
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$957K
|
+$91.4K
|
+1,844
|
+10%
|
|
|
25
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$880K
|
+$226K
|
+4,559
|
+34%
|
|
