|
1
|
Peak Financial Management
Wellesley,
Massachusetts
|
$6.93M
|
+$48.2K
|
+1,950
|
+0.7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$6.84M
|
+$3.18M
|
+128,563
|
+89%
|
|
|
3
|
Gradient Investments
Arden Hills,
Minnesota
|
$6.54M
|
+$921K
|
+37,243
|
+17%
|
|
|
4
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$5.28M
|
+$2.04M
|
+82,289
|
+64%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$5.07M
|
-$1.62M
|
-65,627
|
-25%
|
|
|
6
|
Ensign Peak Advisors
Salt Lake City,
Utah
|
$3.11M
|
+$3.06M
|
+123,684
|
New
|
|
|
7
|
|
$2.14M
|
-$486K
|
-19,661
|
-19%
|
|
|
8
|
Guggenheim Capital
Chicago,
Illinois
|
$1.66M
|
-$363K
|
-14,664
|
-18%
|
|
|
9
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$1.54M
|
+$1.51M
|
+61,149
|
New
|
|
|
10
|
Colony Group
Boston,
Massachusetts
|
$1.31M
|
-$47.5K
|
-1,920
|
-4%
|
|
|
11
|
Cambria Investment Management
Manhattan Beach,
California
|
$1.26M
|
+$52.7K
|
+2,130
|
+4%
|
|
|
12
|
Money Design
Tokyo,
Japan
|
$1.17M
|
+$319K
|
+12,887
|
+38%
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$989K
|
-$8.26K
|
-334
|
-0.8%
|
|
|
14
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$384K
|
+$21K
|
+849
|
+6%
|
|
|
15
|
Advisors Asset Management
Monument,
Colorado
|
$259K
|
+$30.7K
|
+1,240
|
+14%
|
|
|
16
|
Advisor Group
Phoenix,
Arizona
|
$80K
|
-$124
|
-5
|
-0.2%
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$57K
|
–
|
–
|
–
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$43K
|
+$9.89K
|
+400
|
+30%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$32K
|
-$45.6K
|
-1,843
|
-59%
|
|
|
20
|
BTS Asset Management
Lincoln,
Massachusetts
|
$31K
|
–
|
–
|
–
|
|
|
21
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$30K
|
–
|
–
|
–
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$25K
|
–
|
–
|
–
|
|
|
23
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$17K
|
–
|
–
|
–
|
|
|
24
|
Oppenheimer Asset Management
New York
|
$14K
|
-$643
|
-26
|
-5%
|
|
|
25
|
American Portfolios Advisors
Holbrook,
New York
|
$13.5K
|
+$173
|
+7
|
+1%
|
|
