|
1
|
|
$14.1M
|
+$198K
|
+8,115
|
+1%
|
|
|
2
|
Peak Financial Management
Wellesley,
Massachusetts
|
$7.41M
|
+$675K
|
+27,672
|
+10%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$4M
|
-$254K
|
-10,409
|
-6%
|
|
|
4
|
Guggenheim Capital
Chicago,
Illinois
|
$3.67M
|
-$158K
|
-6,482
|
-4%
|
|
|
5
|
Gradient Investments
Arden Hills,
Minnesota
|
$3.37M
|
+$416K
|
+17,070
|
+14%
|
|
|
6
|
Colony Group
Boston,
Massachusetts
|
$2.56M
|
+$78.4K
|
+3,215
|
+3%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$2.5M
|
+$275K
|
+11,271
|
+13%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.2M
|
+$2.17M
|
+89,000
|
New
|
|
|
9
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$2.01M
|
-$151K
|
-6,200
|
-7%
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$809K
|
+$798K
|
+32,715
|
New
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$662K
|
-$80.9K
|
-3,318
|
-11%
|
|
|
12
|
Cambria Investment Management
Manhattan Beach,
California
|
$551K
|
+$23.6K
|
+969
|
+5%
|
|
|
13
|
IFP Advisors
Tampa,
Florida
|
$511K
|
-$16K
|
-657
|
-3%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$242K
|
+$239K
|
+9,786
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$133K
|
-$76.1K
|
-3,120
|
-37%
|
|
|
16
|
|
$117K
|
-$10.6K
|
-435
|
-8%
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$54K
|
–
|
–
|
–
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$46K
|
–
|
–
|
–
|
|
|
19
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$34K
|
+$5.97K
|
+245
|
+21%
|
|
|
20
|
MSI Financial Services
Springfield,
Massachusetts
|
$21K
|
-$98
|
-4
|
-0.5%
|
|
|
21
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$1K
|
-$2.85K
|
-117
|
-73%
|
|
|
22
|
|
–
|
-$2.72M
|
-113,804
|
Closed
|
|
|
23
|
Bluefin Capital Management
New York
|
–
|
-$259K
|
-10,849
|
Closed
|
|
|
24
|
Advisor Group
Phoenix,
Arizona
|
–
|
-$13K
|
-534
|
-97%
|
|
