|
1
|
Wells Fargo
San Francisco,
California
|
$14.4M
|
+$1.35M
|
+52,167
|
+10%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$7.99M
|
+$3.4M
|
+131,708
|
+73%
|
|
|
3
|
Peak Financial Management
Wellesley,
Massachusetts
|
$7.79M
|
+$156K
|
+6,061
|
+2%
|
|
|
4
|
Gradient Investments
Arden Hills,
Minnesota
|
$4.82M
|
-$884K
|
-34,265
|
-15%
|
|
|
5
|
Symphony Financial
Houston,
Texas
|
$3.9M
|
+$611K
|
+23,688
|
+24%
|
|
|
6
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$3.16M
|
–
|
–
|
–
|
|
|
7
|
|
$2.14M
|
+$611K
|
+23,690
|
+39%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.8M
|
-$639K
|
-24,785
|
-26%
|
|
|
9
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.25M
|
+$22.2K
|
+860
|
+2%
|
|
|
10
|
Money Design
Tokyo,
Japan
|
$1.19M
|
+$340K
|
+13,182
|
+39%
|
|
|
11
|
Cambria Investment Management
Manhattan Beach,
California
|
$897K
|
–
|
–
|
–
|
|
|
12
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$874K
|
+$51.1K
|
+1,982
|
+6%
|
|
|
13
|
Colony Group
Boston,
Massachusetts
|
$837K
|
-$154K
|
-5,983
|
-15%
|
|
|
14
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$743K
|
+$106K
|
+4,119
|
+16%
|
|
|
15
|
1900 Wealth Management
San Antonio,
Texas
|
$615K
|
–
|
–
|
–
|
|
|
16
|
TownSquare Capital
Provo,
Utah
|
$446K
|
-$457K
|
-17,714
|
-50%
|
|
|
17
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$434K
|
–
|
–
|
–
|
|
|
18
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$425K
|
+$429K
|
+16,640
|
New
|
|
|
19
|
Advisors Asset Management
Monument,
Colorado
|
$412K
|
+$30.1K
|
+1,167
|
+8%
|
|
|
20
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$375K
|
-$223K
|
-8,650
|
-37%
|
|
|
21
|
|
$285K
|
-$117K
|
-4,536
|
-29%
|
|
|
22
|
Guggenheim Capital
Chicago,
Illinois
|
$284K
|
-$26
|
-1
|
-0%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$98K
|
+$438
|
+17
|
+0.4%
|
|
|
24
|
Global Retirement Partners
San Rafael,
California
|
$45K
|
-$2.96K
|
-115
|
-6%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$33K
|
-$30.4K
|
-1,180
|
-48%
|
|
