|
1
|
Wells Fargo
San Francisco,
California
|
$13.3M
|
+$932K
|
+37,124
|
+8%
|
|
|
2
|
Peak Financial Management
Wellesley,
Massachusetts
|
$7.76M
|
+$441K
|
+17,574
|
+6%
|
|
|
3
|
Gradient Investments
Arden Hills,
Minnesota
|
$5.45M
|
-$73.6K
|
-2,930
|
-1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$4.7M
|
-$601K
|
-23,938
|
-12%
|
|
|
5
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$3.36M
|
–
|
–
|
–
|
|
|
6
|
Symphony Financial
Houston,
Texas
|
$3.14M
|
+$786K
|
+31,313
|
+47%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$2.47M
|
+$79.2K
|
+3,155
|
+3%
|
|
|
8
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$2.31M
|
-$1.83K
|
-73
|
-0.1%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$1.64M
|
+$1.59M
|
+63,257
|
New
|
|
|
10
|
|
$1.56M
|
+$1.51M
|
+60,187
|
New
|
|
|
11
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.24M
|
-$301
|
-12
|
-0%
|
|
|
12
|
Colony Group
Boston,
Massachusetts
|
$1.01M
|
-$15K
|
-598
|
-2%
|
|
|
13
|
TownSquare Capital
Provo,
Utah
|
$913K
|
-$164K
|
-6,519
|
-16%
|
|
|
14
|
Cambria Investment Management
Manhattan Beach,
California
|
$912K
|
-$80.2K
|
-3,192
|
-8%
|
|
|
15
|
Money Design
Tokyo,
Japan
|
$872K
|
+$1.1K
|
+44
|
+0.1%
|
|
|
16
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$837K
|
+$810K
|
+32,266
|
New
|
|
|
17
|
Financial Management Network
Mission Viejo,
California
|
$731K
|
+$566K
|
+22,535
|
New
|
|
|
18
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$648K
|
+$195K
|
+7,760
|
+45%
|
|
|
19
|
Flow Traders U.S.
New York
|
$642K
|
-$1.5M
|
-59,554
|
-71%
|
|
|
20
|
1900 Wealth Management
San Antonio,
Texas
|
$625K
|
+$605K
|
+24,095
|
New
|
|
|
21
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$606K
|
-$36.4K
|
-1,450
|
-6%
|
|
|
22
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$441K
|
–
|
–
|
–
|
|
|
23
|
|
$407K
|
-$121K
|
-4,825
|
-24%
|
|
|
24
|
Advisors Asset Management
Monument,
Colorado
|
$388K
|
+$10.3K
|
+409
|
+3%
|
|
|
25
|
Guggenheim Capital
Chicago,
Illinois
|
$288K
|
-$4.54K
|
-181
|
-2%
|
|
