|
1
|
3D Asset Management
Hartford,
Connecticut
|
$31.2M
|
+$2.11M
|
+83,927
|
+7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$28.6M
|
+$1.32M
|
+52,384
|
+5%
|
|
|
3
|
Stokes & Hubbell Capital Management
New Orleans,
Louisiana
|
$7.38M
|
+$900K
|
+35,835
|
+14%
|
|
|
4
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$7.29M
|
-$202K
|
-8,040
|
-3%
|
|
|
5
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$5.85M
|
+$449K
|
+17,892
|
+8%
|
|
|
6
|
Well Done LLC
Holland,
Michigan
|
$5.33M
|
+$263K
|
+10,488
|
+5%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.69M
|
+$4.63M
|
+184,204
|
New
|
|
|
8
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$4.55M
|
+$3.6M
|
+143,271
|
+403%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.49M
|
-$1.14M
|
-45,247
|
-25%
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.24M
|
-$99.9K
|
-3,978
|
-8%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$548K
|
-$128K
|
-5,092
|
-19%
|
|
|
12
|
Cetera Advisor Networks
El Segundo,
California
|
$491K
|
+$112K
|
+4,452
|
+30%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$450K
|
-$210K
|
-8,348
|
-32%
|
|
|
14
|
Parametric Portfolio Associates
Seattle,
Washington
|
$299K
|
+$295K
|
+11,759
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$238K
|
+$214K
|
+8,520
|
+1,039%
|
|
|
16
|
Atria Investments
Charlotte,
North Carolina
|
$230K
|
-$2.46M
|
-97,938
|
-92%
|
|
|
17
|
Scotia Capital
Toronto,
Ontario, Canada
|
$202K
|
+$200K
|
+7,946
|
New
|
|
|
18
|
|
$108K
|
-$2.11K
|
-84
|
-2%
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
$105K
|
-$19.6K
|
-781
|
-16%
|
|
|
20
|
CX Institutional
Auburn,
Indiana
|
$101K
|
+$63K
|
+2,508
|
+171%
|
|
|
21
|
Regions Financial Corp
Birmingham,
Alabama
|
$92K
|
–
|
–
|
–
|
|
|
22
|
|
$31K
|
+$20.2K
|
+804
|
+203%
|
|
|
23
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$28K
|
-$8.34M
|
-331,912
|
-100%
|
|
|
24
|
|
$28K
|
+$12.6K
|
+500
|
+83%
|
|
|
25
|
Versant Capital Management
Phoenix,
Arizona
|
$17K
|
–
|
–
|
–
|
|
