|
1
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$36.8M
|
+$2.08M
|
+49,381
|
+6%
|
|
|
2
|
3D/L Capital Management
Hartford,
Connecticut
|
$33.7M
|
-$146K
|
-3,456
|
-0.4%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.4M
|
+$133K
|
+3,139
|
+0.6%
|
|
|
4
|
Baker Avenue Asset Management
San Francisco,
California
|
$22M
|
-$186K
|
-4,410
|
-0.8%
|
|
|
5
|
RVW Wealth
Los Angeles,
California
|
$22M
|
+$733K
|
+17,366
|
+3%
|
|
|
6
|
REDW Wealth
Albuquerque,
New Mexico
|
$21.5M
|
+$88.3K
|
+2,092
|
+0.4%
|
|
|
7
|
Park Avenue Securities
New York
|
$17.2M
|
-$346K
|
-8,201
|
-2%
|
|
|
8
|
|
$12.5M
|
+$7.66M
|
+181,379
|
+148%
|
|
|
9
|
|
$10.2M
|
+$10.5M
|
+249,838
|
New
|
|
|
10
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$9.21M
|
-$1.32M
|
-31,157
|
-12%
|
|
|
11
|
Delta Investment Management
San Francisco,
California
|
$8.85M
|
+$9.13M
|
+216,327
|
New
|
|
|
12
|
Avalon Capital Management
Port Of Redwood City,
California
|
$8.19M
|
-$3.82M
|
-90,385
|
-31%
|
|
|
13
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$5.45M
|
-$114K
|
-2,698
|
-2%
|
|
|
14
|
Knightsbridge Asset Management
Newport Beach,
California
|
$4.33M
|
+$2.55M
|
+60,395
|
+133%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$3.98M
|
+$350K
|
+8,291
|
+9%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.76M
|
-$17.6K
|
-418
|
-0.5%
|
|
|
17
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.62M
|
-$15K
|
-356
|
-0.4%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.39M
|
+$671K
|
+15,902
|
+24%
|
|
|
19
|
Intelligence Driven Advisers
Carlsbad,
California
|
$3.03M
|
-$90.3K
|
-2,140
|
-3%
|
|
|
20
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$2.96M
|
+$58.6K
|
+1,389
|
+2%
|
|
|
21
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$2.9M
|
+$1.42M
|
+33,621
|
+90%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.18M
|
+$870K
|
+20,620
|
+63%
|
|
|
23
|
AE Wealth Management
Topeka,
Kansas
|
$1.9M
|
-$155K
|
-3,660
|
-7%
|
|
|
24
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$1.73M
|
+$339K
|
+8,021
|
+23%
|
|
|
25
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$1.48M
|
+$29.7K
|
+704
|
+2%
|
|
