|
1
|
Peak Financial Management
Wellesley,
Massachusetts
|
$9.17M
|
+$175K
|
+8,019
|
+2%
|
|
|
2
|
Gradient Investments
Arden Hills,
Minnesota
|
$4.36M
|
+$177K
|
+8,093
|
+4%
|
|
|
3
|
|
$2.8M
|
+$148K
|
+6,783
|
+6%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$2.1M
|
-$1.16M
|
-52,893
|
-35%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.77M
|
+$1.77M
|
+81,078
|
New
|
|
|
6
|
Proficio Capital Partners
Newton,
Massachusetts
|
$1M
|
–
|
–
|
–
|
|
|
7
|
LPL Financial
San Diego,
California
|
$974K
|
+$191K
|
+8,738
|
+25%
|
|
|
8
|
Virtu KCG Holdings
New York
|
$800K
|
-$30.1K
|
-1,376
|
-4%
|
|
|
9
|
Aviance Capital Management
Sarasota,
Florida
|
$620K
|
-$58.9K
|
-2,692
|
-9%
|
|
|
10
|
|
$484K
|
+$484K
|
+22,119
|
New
|
|
|
11
|
Partnervest Advisory Services
Santa Barbara,
California
|
$478K
|
-$13.1K
|
-601
|
-3%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$441K
|
+$58.6K
|
+2,680
|
+15%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$390K
|
-$10.3K
|
-470
|
-3%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$336K
|
+$336K
|
+15,376
|
New
|
|
|
15
|
Advisor Group
Phoenix,
Arizona
|
$331K
|
+$89K
|
+4,068
|
+37%
|
|
|
16
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$287K
|
+$287K
|
+13,120
|
New
|
|
|
17
|
Lattice Strategies
Wayne,
Pennsylvania
|
$227K
|
+$24.1K
|
+1,100
|
+12%
|
|
|
18
|
MSI Financial Services
Springfield,
Massachusetts
|
$187K
|
+$25.3K
|
+1,157
|
+16%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$159K
|
–
|
–
|
–
|
|
|
20
|
IFP Advisors
Tampa,
Florida
|
$125K
|
+$2.45K
|
+112
|
+2%
|
|
|
21
|
CT Financial Advisors
Chadds Ford,
Pennsylvania
|
$110K
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$91K
|
+$42.5K
|
+1,941
|
+87%
|
|
|
23
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$82K
|
+$26.2K
|
+1,200
|
+47%
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$75K
|
-$1.75K
|
-80
|
-2%
|
|
|
25
|
US Bancorp
Minneapolis,
Minnesota
|
$50K
|
–
|
–
|
–
|
|
