|
1
|
Peak Financial Management
Wellesley,
Massachusetts
|
$7.31M
|
+$117K
|
+5,808
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$7.02M
|
+$2.51M
|
+125,091
|
+56%
|
|
|
3
|
|
$6.36M
|
-$188K
|
-9,343
|
-3%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$2.75M
|
-$29.8K
|
-1,482
|
-1%
|
|
|
5
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.34M
|
+$51.9K
|
+2,584
|
+4%
|
|
|
6
|
Cambria Investment Management
Manhattan Beach,
California
|
$1.05M
|
+$111K
|
+5,512
|
+12%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$821K
|
+$819K
|
+40,777
|
New
|
|
|
8
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$821K
|
+$819K
|
+40,777
|
New
|
|
|
9
|
|
$771K
|
-$3.43K
|
-171
|
-0.4%
|
|
|
10
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$758K
|
+$756K
|
+37,654
|
New
|
|
|
11
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$674K
|
+$32.7K
|
+1,630
|
+5%
|
|
|
12
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$631K
|
-$255K
|
-12,697
|
-29%
|
|
|
13
|
Advisors Asset Management
Monument,
Colorado
|
$439K
|
+$10.8K
|
+537
|
+3%
|
|
|
14
|
BTS Asset Management
Lincoln,
Massachusetts
|
$410K
|
-$9.56K
|
-476
|
-2%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$337K
|
-$1.32K
|
-66
|
-0.4%
|
|
|
16
|
AGF Management
Toronto,
Ontario, Canada
|
$219K
|
-$76.3K
|
-3,800
|
-26%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$213K
|
+$212K
|
+10,578
|
New
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$144K
|
-$22.2K
|
-1,108
|
-13%
|
|
|
19
|
Gradient Investments
Arden Hills,
Minnesota
|
$73.8K
|
–
|
–
|
–
|
|
|
20
|
VanEck Associates
New York
|
$54K
|
–
|
–
|
–
|
|
|
21
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$41K
|
+$5.06K
|
+252
|
+14%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$25.7K
|
-$28.3K
|
-1,408
|
-52%
|
|
|
23
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$22K
|
–
|
–
|
–
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
$15.8K
|
-$4.44K
|
-221
|
-22%
|
|
|
25
|
NewEdge Advisors
New Orleans,
Louisiana
|
$11.5K
|
+$100
|
+5
|
+0.9%
|
|
