|
1
|
|
$25.1M
|
–
|
–
|
–
|
|
|
2
|
3D Asset Management
Hartford,
Connecticut
|
$7.07M
|
+$7.07M
|
+140,273
|
New
|
|
|
3
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$4.02M
|
-$128K
|
-2,544
|
-3%
|
|
|
4
|
Capital Management
Glen Allen,
Virginia
|
$3.67M
|
-$119K
|
-2,355
|
-3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$3.13M
|
+$2.9M
|
+57,595
|
+1,268%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.78M
|
+$2.77M
|
+55,061
|
New
|
|
|
7
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.93M
|
+$1.06K
|
+21
|
+0.1%
|
|
|
8
|
Cooper Financial Group
Irvine,
California
|
$1.69M
|
+$1.21M
|
+23,970
|
+250%
|
|
|
9
|
CFO4Life Group
Coppell,
Texas
|
$1.42M
|
-$600K
|
-11,915
|
-30%
|
|
|
10
|
|
$1.3M
|
-$236K
|
-4,688
|
-15%
|
|
|
11
|
Allworth Financial
Folsom,
California
|
$1.22M
|
+$196K
|
+3,885
|
+19%
|
|
|
12
|
Shamrock Asset Management
Dallas,
Texas
|
$1.2M
|
+$1.2M
|
+23,845
|
New
|
|
|
13
|
Gratus Capital
Atlanta,
Georgia
|
$1.03M
|
+$1.03M
|
+20,435
|
New
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.03M
|
+$1.02M
|
+20,335
|
New
|
|
|
15
|
Palladium Partners
Norfolk,
Virginia
|
$943K
|
+$161K
|
+3,200
|
+21%
|
|
|
16
|
Wealth & Pension Services Group
Atlanta,
Georgia
|
$849K
|
+$249K
|
+4,938
|
+41%
|
|
|
17
|
Klingman & Associates
New York
|
$782K
|
+$781K
|
+15,500
|
New
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$704K
|
+$118K
|
+2,335
|
+20%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$696K
|
+$695K
|
+13,798
|
New
|
|
|
20
|
IFG Advisory
Atlanta,
Georgia
|
$660K
|
+$645K
|
+12,796
|
New
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$559K
|
+$184K
|
+3,642
|
+49%
|
|
|
22
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$504K
|
+$504K
|
+10,000
|
New
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$416K
|
+$416K
|
+8,250
|
New
|
|
|
24
|
Redmond Asset Management
Henrico,
Virginia
|
$388K
|
+$388K
|
+7,700
|
New
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$283K
|
-$1.91M
|
-37,867
|
-87%
|
|
