|
1
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$41.7M
|
+$787K
|
+17,999
|
+2%
|
|
|
2
|
3D/L Capital Management
Hartford,
Connecticut
|
$36.1M
|
-$1.3M
|
-29,708
|
-4%
|
|
|
3
|
RVW Wealth
Los Angeles,
California
|
$25.1M
|
+$756K
|
+17,284
|
+3%
|
|
|
4
|
Baker Avenue Asset Management
San Francisco,
California
|
$24.3M
|
-$207K
|
-4,744
|
-0.9%
|
|
|
5
|
REDW Wealth
Albuquerque,
New Mexico
|
$24.1M
|
+$167K
|
+3,829
|
+0.7%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$24M
|
-$897K
|
-20,531
|
-4%
|
|
|
7
|
Park Avenue Securities
New York
|
$18.5M
|
-$545K
|
-12,473
|
-3%
|
|
|
8
|
|
$17.5M
|
+$3.51M
|
+80,383
|
+26%
|
|
|
9
|
Delta Investment Management
San Francisco,
California
|
$11.8M
|
+$1.88M
|
+43,062
|
+20%
|
|
|
10
|
Avalon Capital Management
Port Of Redwood City,
California
|
$8.92M
|
-$172K
|
-3,936
|
-2%
|
|
|
11
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$8.11M
|
-$2.04M
|
-46,719
|
-21%
|
|
|
12
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$6M
|
-$50.7K
|
-1,160
|
-0.9%
|
|
|
13
|
Knightsbridge Asset Management
Newport Beach,
California
|
$5.22M
|
+$391K
|
+8,949
|
+8%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.8M
|
+$2.28M
|
+52,190
|
+98%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.72M
|
+$520K
|
+11,904
|
+13%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.46M
|
+$670K
|
+15,331
|
+19%
|
|
|
17
|
55I LLC
Boston,
Massachusetts
|
$4.43M
|
+$3.57M
|
+81,642
|
+518%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$4.41M
|
-$20.2K
|
-463
|
-0.5%
|
|
|
19
|
|
$4.06M
|
+$3.25M
|
+74,435
|
+506%
|
|
|
20
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.97M
|
-$49K
|
-1,121
|
-1%
|
|
|
21
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$3.5M
|
+$205K
|
+4,689
|
+6%
|
|
|
22
|
Intelligence Driven Advisers
Carlsbad,
California
|
$3.36M
|
+$336K
|
+7,681
|
+10%
|
|
|
23
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$3.16M
|
-$64.4K
|
-1,474
|
-2%
|
|
|
24
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$2.38M
|
+$1.39M
|
+31,822
|
+156%
|
|
|
25
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$2.3M
|
+$362K
|
+8,285
|
+20%
|
|
