|
1
|
Peak Financial Management
Wellesley,
Massachusetts
|
$8.08M
|
+$7.68M
|
+374,282
|
New
|
|
|
2
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$4.24M
|
-$154K
|
-7,515
|
-4%
|
|
|
3
|
Gradient Investments
Arden Hills,
Minnesota
|
$3.67M
|
+$548K
|
+26,707
|
+19%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$2.59M
|
-$872K
|
-42,465
|
-26%
|
|
|
5
|
|
$2.45M
|
+$109K
|
+5,289
|
+5%
|
|
|
6
|
Proficio Capital Partners
Newton,
Massachusetts
|
$1.01M
|
–
|
–
|
–
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$872K
|
-$946K
|
-46,073
|
-53%
|
|
|
8
|
Virtu KCG Holdings
New York
|
$823K
|
-$6.98K
|
-340
|
-0.9%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$669K
|
-$453K
|
-22,077
|
-41%
|
|
|
10
|
Aviance Capital Management
Sarasota,
Florida
|
$665K
|
+$632K
|
+30,801
|
New
|
|
|
11
|
Partnervest Advisory Services
Santa Barbara,
California
|
$552K
|
+$525K
|
+25,567
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$393K
|
+$1.62K
|
+79
|
+0.4%
|
|
|
13
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$383K
|
–
|
–
|
–
|
|
|
14
|
|
$327K
|
+$75K
|
+3,655
|
+32%
|
|
|
15
|
Advisor Group
Phoenix,
Arizona
|
$297K
|
+$283K
|
+13,796
|
New
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$243K
|
+$231K
|
+11,260
|
New
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
$165K
|
+$112K
|
+5,466
|
+254%
|
|
|
18
|
MSI Financial Services
Springfield,
Massachusetts
|
$118K
|
+$14.7K
|
+714
|
+15%
|
|
|
19
|
CT Financial Advisors
Chadds Ford,
Pennsylvania
|
$114K
|
–
|
–
|
–
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$97K
|
+$39K
|
+1,900
|
+73%
|
|
|
21
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$93K
|
-$14.4K
|
-700
|
-14%
|
|
|
22
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$84K
|
-$208K
|
-10,125
|
-43%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$75K
|
-$6.26K
|
-305
|
-8%
|
|
|
24
|
US Bancorp
Minneapolis,
Minnesota
|
$50K
|
–
|
–
|
–
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$45K
|
–
|
–
|
–
|
|
