|
1
|
Peak Financial Management
Wellesley,
Massachusetts
|
$6.42M
|
+$6.82M
|
+356,602
|
New
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$2.69M
|
-$5.82M
|
-304,327
|
-67%
|
|
|
3
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$1.74M
|
+$8.84K
|
+462
|
+0.5%
|
|
|
4
|
|
$1.38M
|
-$944K
|
-49,358
|
-39%
|
|
|
5
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.01M
|
+$1.7K
|
+89
|
+0.2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$880K
|
-$1.14M
|
-59,643
|
-55%
|
|
|
7
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$824K
|
+$72.8K
|
+3,804
|
+9%
|
|
|
8
|
Cambria Investment Management
Manhattan Beach,
California
|
$794K
|
–
|
–
|
–
|
|
|
9
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$762K
|
+$24.9K
|
+1,301
|
+3%
|
|
|
10
|
|
$521K
|
+$251K
|
+13,138
|
+83%
|
|
|
11
|
BTS Asset Management
Lincoln,
Massachusetts
|
$402K
|
-$13K
|
-677
|
-4%
|
|
|
12
|
Advisors Asset Management
Monument,
Colorado
|
$380K
|
-$12.7K
|
-664
|
-3%
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
$301K
|
+$2.16K
|
+113
|
+0.7%
|
|
|
14
|
Colony Group
Boston,
Massachusetts
|
$190K
|
-$140K
|
-7,311
|
-41%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$183K
|
-$22.2K
|
-1,160
|
-10%
|
|
|
16
|
Gradient Investments
Arden Hills,
Minnesota
|
$162K
|
-$5.39K
|
-282
|
-3%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$122K
|
+$70.7K
|
+3,696
|
+121%
|
|
|
18
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$100K
|
-$42.1K
|
-2,200
|
-28%
|
|
|
19
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$35K
|
+$8.34K
|
+436
|
+29%
|
|
|
20
|
Global Retirement Partners
San Rafael,
California
|
$31K
|
+$1.91K
|
+100
|
+6%
|
|
|
21
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$19K
|
–
|
–
|
–
|
|
|
22
|
Steward Partners Investment Advisory
New York
|
$19K
|
+$1.28K
|
+67
|
+7%
|
|
|
23
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$12K
|
–
|
–
|
–
|
|
|
24
|
American Portfolios Advisors
Holbrook,
New York
|
$11K
|
+$153
|
+8
|
+1%
|
|
|
25
|
VanEck Associates
New York
|
$7K
|
–
|
–
|
–
|
|
