|
1
|
Peak Financial Advisors
Denver,
Colorado
|
$9.13M
|
+$8.64M
|
+479,409
|
New
|
|
|
2
|
LPL Financial
San Diego,
California
|
$5.82M
|
+$2.32M
|
+128,484
|
+73%
|
|
|
3
|
Financial Advocates Investment Management
Olympia,
Washington
|
$3.62M
|
+$336K
|
+18,647
|
+11%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.59M
|
-$74.4K
|
-4,128
|
-3%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.89M
|
+$86.8K
|
+4,817
|
+5%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$1.85M
|
+$46.2K
|
+2,564
|
+3%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$1.47M
|
+$1.37M
|
+76,163
|
New
|
|
|
8
|
TRUADVICE
Sarasota,
Florida
|
$1.37M
|
+$1.29M
|
+71,585
|
New
|
|
|
9
|
|
$1.24M
|
-$371K
|
-20,584
|
-24%
|
|
|
10
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$941K
|
-$12.6K
|
-700
|
-1%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$876K
|
+$570K
|
+31,641
|
+220%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$810K
|
+$33.9K
|
+1,880
|
+5%
|
|
|
13
|
Flow Traders U.S.
New York
|
$562K
|
+$532K
|
+29,526
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$554K
|
-$91.5K
|
-5,078
|
-15%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$434K
|
-$68.7K
|
-3,812
|
-14%
|
|
|
16
|
TIAA FSB
Jacksonville,
Florida
|
$426K
|
-$2.73M
|
-151,392
|
-87%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$390K
|
+$116K
|
+6,410
|
+46%
|
|
|
18
|
|
$370K
|
-$1.31M
|
-72,923
|
-79%
|
|
|
19
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$259K
|
–
|
–
|
–
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$235K
|
-$24.3K
|
-1,346
|
-10%
|
|
|
21
|
WealthShield Partners
Cary,
North Carolina
|
$220K
|
–
|
–
|
–
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$217K
|
+$206K
|
+11,417
|
New
|
|
|
23
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$199K
|
-$57K
|
-3,164
|
-23%
|
|
|
24
|
Parallel Advisors
San Francisco,
California
|
$151K
|
–
|
–
|
–
|
|
|
25
|
Liberty Wealth Management
Oakland,
California
|
$140K
|
-$317K
|
-17,567
|
-71%
|
|
