|
1
|
|
$13.6M
|
+$15.3M
|
+637,706
|
New
|
|
|
2
|
Peak Financial Management
Wellesley,
Massachusetts
|
$5.98M
|
+$133K
|
+5,547
|
+2%
|
|
|
3
|
Gradient Investments
Arden Hills,
Minnesota
|
$5.22M
|
-$357K
|
-14,867
|
-6%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$4.33M
|
+$45.8K
|
+1,910
|
+0.9%
|
|
|
5
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$2.76M
|
-$1.92M
|
-80,229
|
-38%
|
|
|
6
|
Ensign Peak Advisors
Salt Lake City,
Utah
|
$2.42M
|
-$240K
|
-10,000
|
-8%
|
|
|
7
|
|
$1.65M
|
-$184K
|
-7,676
|
-9%
|
|
|
8
|
|
$1.34M
|
+$1.51M
|
+62,962
|
New
|
|
|
9
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$1.28M
|
-$19.7K
|
-822
|
-1%
|
|
|
10
|
Cambria Investment Management
Manhattan Beach,
California
|
$973K
|
-$102K
|
-4,258
|
-9%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$945K
|
+$1.07M
|
+44,473
|
New
|
|
|
12
|
TownSquare Capital
Provo,
Utah
|
$880K
|
+$977K
|
+40,705
|
New
|
|
|
13
|
Colony Group
Boston,
Massachusetts
|
$818K
|
-$327K
|
-13,613
|
-26%
|
|
|
14
|
Guggenheim Capital
Chicago,
Illinois
|
$812K
|
-$664K
|
-27,669
|
-42%
|
|
|
15
|
Money Design
Tokyo,
Japan
|
$754K
|
-$270K
|
-11,263
|
-24%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$718K
|
+$810K
|
+33,781
|
New
|
|
|
17
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$411K
|
+$97.9K
|
+4,079
|
+27%
|
|
|
18
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$397K
|
+$449K
|
+18,700
|
New
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$367K
|
-$6.12M
|
-255,214
|
-94%
|
|
|
20
|
Advisors Asset Management
Monument,
Colorado
|
$267K
|
+$54.4K
|
+2,266
|
+22%
|
|
|
21
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$241K
|
+$272K
|
+11,335
|
New
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$101K
|
+$116K
|
+4,822
|
New
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$57K
|
+$22.9K
|
+955
|
+56%
|
|
|
24
|
BTS Asset Management
Lincoln,
Massachusetts
|
$41K
|
+$10.5K
|
+438
|
+35%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$27K
|
–
|
–
|
–
|
|
