|
1
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$34.7M
|
+$2.28M
|
+57,654
|
+7%
|
|
|
2
|
3D/L Capital Management
Hartford,
Connecticut
|
$33.8M
|
-$1.23M
|
-31,036
|
-4%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.3M
|
-$30.9K
|
-780
|
-0.1%
|
|
|
4
|
Baker Avenue Asset Management
San Francisco,
California
|
$22.2M
|
-$566K
|
-14,273
|
-3%
|
|
|
5
|
REDW Wealth
Albuquerque,
New Mexico
|
$21.4M
|
-$1.17M
|
-29,429
|
-5%
|
|
|
6
|
RVW Wealth
Los Angeles,
California
|
$21M
|
+$859K
|
+21,677
|
+4%
|
|
|
7
|
Park Avenue Securities
New York
|
$17.5M
|
-$991
|
-25
|
-0%
|
|
|
8
|
Avalon Capital Management
Port Of Redwood City,
California
|
$11.9M
|
-$4.79K
|
-121
|
-0%
|
|
|
9
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$10.5M
|
+$155K
|
+3,917
|
+2%
|
|
|
10
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$5.55M
|
+$98K
|
+2,472
|
+2%
|
|
|
11
|
|
$5.03M
|
+$3.62M
|
+91,445
|
+291%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.78M
|
-$3.83M
|
-96,721
|
-51%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$3.64M
|
+$38.9K
|
+981
|
+1%
|
|
|
14
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.63M
|
+$200K
|
+5,039
|
+6%
|
|
|
15
|
Intelligence Driven Advisers
Carlsbad,
California
|
$3.1M
|
-$64.4K
|
-1,624
|
-2%
|
|
|
16
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$2.9M
|
+$12.9K
|
+326
|
+0.5%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.73M
|
+$409K
|
+10,326
|
+18%
|
|
|
18
|
AE Wealth Management
Topeka,
Kansas
|
$2.04M
|
-$28K
|
-706
|
-1%
|
|
|
19
|
|
$1.97M
|
+$1.91M
|
+48,232
|
New
|
|
|
20
|
Knightsbridge Asset Management
Newport Beach,
California
|
$1.86M
|
+$247K
|
+6,241
|
+16%
|
|
|
21
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.53M
|
-$109K
|
-2,752
|
-7%
|
|
|
22
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$1.45M
|
+$150K
|
+3,783
|
+12%
|
|
|
23
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$1.4M
|
+$103K
|
+2,591
|
+8%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.33M
|
-$82.5K
|
-2,082
|
-6%
|
|
|
25
|
Bison Wealth
Atlanta,
Georgia
|
$1.3M
|
+$133K
|
+3,362
|
+12%
|
|
