|
1
|
3D Asset Management
Hartford,
Connecticut
|
$32.8M
|
-$622K
|
-26,004
|
-2%
|
|
|
2
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$9.18M
|
-$95.8K
|
-4,005
|
-1%
|
|
|
3
|
Gradient Investments
Arden Hills,
Minnesota
|
$9.18M
|
+$1.22M
|
+50,916
|
+16%
|
|
|
4
|
|
$7.99M
|
+$4.47M
|
+187,101
|
+137%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$6.64M
|
+$1.95M
|
+81,573
|
+43%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.3M
|
+$10.7K
|
+447
|
+0.2%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.74M
|
+$295K
|
+12,330
|
+6%
|
|
|
8
|
|
$5.61M
|
-$337K
|
-14,082
|
-6%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$5.11M
|
+$65.1K
|
+2,721
|
+1%
|
|
|
10
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$4.73M
|
-$90.3K
|
-3,777
|
-2%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.54M
|
-$2.17M
|
-90,792
|
-33%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$3.41M
|
+$14.2K
|
+594
|
+0.4%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$3.37M
|
+$1.67M
|
+69,804
|
+109%
|
|
|
14
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$2.24M
|
-$206K
|
-8,598
|
-9%
|
|
|
15
|
Placemark Investments
Chicago,
Illinois
|
$1.63M
|
+$880K
|
+36,786
|
+125%
|
|
|
16
|
|
$1.63M
|
–
|
–
|
–
|
|
|
17
|
|
$1.14M
|
+$122K
|
+5,085
|
+12%
|
|
|
18
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.08M
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.04M
|
+$77.6K
|
+3,246
|
+8%
|
|
|
20
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$891K
|
+$21.5K
|
+900
|
+3%
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$589K
|
+$241K
|
+10,080
|
+73%
|
|
|
22
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$526K
|
–
|
–
|
–
|
|
|
23
|
American International Group
New York
|
$517K
|
+$324K
|
+13,569
|
+183%
|
|
|
24
|
CIBC World Market
Toronto,
Ontario, Canada
|
$498K
|
–
|
–
|
–
|
|
|
25
|
Linscomb Wealth
Houston,
Texas
|
$493K
|
+$478K
|
+20,010
|
New
|
|
