|
1
|
|
$10.3M
|
-$4.6M
|
-203,965
|
-32%
|
|
|
2
|
Peak Financial Management
Wellesley,
Massachusetts
|
$6.47M
|
-$194K
|
-8,612
|
-3%
|
|
|
3
|
Gradient Investments
Arden Hills,
Minnesota
|
$5.36M
|
-$445K
|
-19,756
|
-8%
|
|
|
4
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$3.08M
|
-$8.2K
|
-364
|
-0.3%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$2.7M
|
-$2.03M
|
-90,091
|
-44%
|
|
|
6
|
Ensign Peak Advisors
Salt Lake City,
Utah
|
$2.7M
|
–
|
–
|
–
|
|
|
7
|
LPL Financial
San Diego,
California
|
$2.25M
|
+$1.13M
|
+50,274
|
+113%
|
|
|
8
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$1.83M
|
+$377K
|
+16,736
|
+28%
|
|
|
9
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.16M
|
+$1.11M
|
+49,067
|
New
|
|
|
10
|
TownSquare Capital
Provo,
Utah
|
$1.03M
|
+$63K
|
+2,797
|
+7%
|
|
|
11
|
Cambria Investment Management
Manhattan Beach,
California
|
$960K
|
-$120K
|
-5,320
|
-12%
|
|
|
12
|
Colony Group
Boston,
Massachusetts
|
$934K
|
+$20.1K
|
+890
|
+2%
|
|
|
13
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$920K
|
+$874K
|
+38,775
|
New
|
|
|
14
|
Money Design
Tokyo,
Japan
|
$811K
|
-$29.1K
|
-1,291
|
-4%
|
|
|
15
|
Guggenheim Capital
Chicago,
Illinois
|
$646K
|
-$248K
|
-11,015
|
-29%
|
|
|
16
|
|
$634K
|
-$1.15M
|
-50,983
|
-66%
|
|
|
17
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$588K
|
+$137K
|
+6,100
|
+33%
|
|
|
18
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$404K
|
+$383K
|
+17,016
|
New
|
|
|
19
|
Advisors Asset Management
Monument,
Colorado
|
$328K
|
+$28.3K
|
+1,254
|
+10%
|
|
|
20
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$285K
|
+$15K
|
+665
|
+6%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$256K
|
-$147K
|
-6,508
|
-38%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$102K
|
-$10.7K
|
-477
|
-10%
|
|
|
23
|
BTS Asset Management
Lincoln,
Massachusetts
|
$72K
|
+$30.1K
|
+1,338
|
+80%
|
|
|
24
|
Global Retirement Partners
San Rafael,
California
|
$42K
|
+$37K
|
+1,643
|
+1,454%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$30K
|
–
|
–
|
–
|
|
