|
1
|
3D Asset Management
Hartford,
Connecticut
|
$30.8M
|
-$1.2M
|
-39,874
|
-4%
|
|
|
2
|
|
$25.1M
|
-$5.99M
|
-198,572
|
-20%
|
|
|
3
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$22.7M
|
+$21.8M
|
+723,793
|
New
|
|
|
4
|
Financial Insights
Tacoma,
Washington
|
$9.01M
|
-$103K
|
-3,428
|
-1%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.15M
|
-$194K
|
-6,425
|
-5%
|
|
|
6
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.4M
|
+$2.32M
|
+76,772
|
New
|
|
|
7
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.07M
|
+$1.03M
|
+34,052
|
New
|
|
|
8
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$769K
|
+$31.5K
|
+1,045
|
+4%
|
|
|
9
|
CIBC World Market
Toronto,
Ontario, Canada
|
$584K
|
-$2.08M
|
-68,802
|
-79%
|
|
|
10
|
|
$568K
|
–
|
–
|
–
|
|
|
11
|
Aveo Capital Partners
Englewood,
Colorado
|
$565K
|
+$12K
|
+397
|
+2%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$320K
|
+$89.7K
|
+2,974
|
+41%
|
|
|
13
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$187K
|
+$47.6K
|
+1,576
|
+36%
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$71K
|
+$68.5K
|
+2,269
|
New
|
|
|
15
|
IFP Advisors
Tampa,
Florida
|
$35K
|
+$151
|
+5
|
+0.4%
|
|
|
16
|
Global Retirement Partners
San Rafael,
California
|
$21K
|
+$20.3K
|
+672
|
New
|
|
|
17
|
|
$14K
|
–
|
–
|
–
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$13K
|
+$12.3K
|
+406
|
New
|
|
|
19
|
Parallel Advisors
San Francisco,
California
|
$6K
|
+$5.64K
|
+187
|
New
|
|
|
20
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$426
|
+$104K
|
+3,451
|
+34%
|
|
|
21
|
|
–
|
-$1.66M
|
-56,552
|
Closed
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
–
|
-$601K
|
-20,451
|
Closed
|
|
|
23
|
First Allied Advisory Services
San Diego,
California
|
–
|
-$14K
|
-492
|
Closed
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
–
|
-$6K
|
-215
|
Closed
|
|
