|
1
|
TownSquare Capital
Provo,
Utah
|
$33.9M
|
+$33.3M
|
+789,568
|
New
|
|
|
2
|
3D/L Capital Management
Hartford,
Connecticut
|
$33M
|
-$949K
|
-22,501
|
-3%
|
|
|
3
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$27.1M
|
+$26.7M
|
+631,713
|
New
|
|
|
4
|
RVW Wealth
Los Angeles,
California
|
$24.4M
|
+$725K
|
+17,174
|
+3%
|
|
|
5
|
REDW Wealth
Albuquerque,
New Mexico
|
$23.5M
|
+$805K
|
+19,070
|
+4%
|
|
|
6
|
Baker Avenue Asset Management
San Francisco,
California
|
$22.4M
|
-$425K
|
-10,074
|
-2%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.5M
|
-$1.06M
|
-25,200
|
-5%
|
|
|
8
|
Delta Investment Management
San Francisco,
California
|
$18M
|
+$6.78M
|
+160,769
|
+62%
|
|
|
9
|
Park Avenue Securities
New York
|
$16.4M
|
-$1.02M
|
-24,113
|
-6%
|
|
|
10
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$7.5M
|
-$31.3M
|
-741,015
|
-81%
|
|
|
11
|
|
$7.02M
|
-$9.32M
|
-220,912
|
-57%
|
|
|
12
|
Scarborough Advisors
Annapolis,
Maryland
|
$7M
|
+$6.2M
|
+146,987
|
+909%
|
|
|
13
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$6.43M
|
-$1.19M
|
-28,282
|
-16%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$6.12M
|
+$1.93M
|
+45,860
|
+47%
|
|
|
15
|
Intelligence Driven Advisers
Carlsbad,
California
|
$6.01M
|
+$2.49M
|
+58,935
|
+72%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.82M
|
+$1.28M
|
+30,280
|
+29%
|
|
|
17
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$5.26M
|
-$391K
|
-9,273
|
-7%
|
|
|
18
|
Knightsbridge Asset Management
Newport Beach,
California
|
$4.77M
|
-$149K
|
-3,520
|
-3%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.67M
|
+$459K
|
+10,879
|
+11%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.58M
|
+$126K
|
+2,991
|
+3%
|
|
|
21
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.77M
|
+$20.8K
|
+494
|
+0.6%
|
|
|
22
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$3.29M
|
-$3.16K
|
-75
|
-0.1%
|
|
|
23
|
International Assets Investment Management
Orlando,
Florida
|
$2.91M
|
+$2.07M
|
+49,093
|
New
|
|
|
24
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$2.16M
|
-$74.2K
|
-1,758
|
-3%
|
|
|
25
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$2.15M
|
-$16.6K
|
-393
|
-0.8%
|
|
