|
1
|
Peak Financial Management
Wellesley,
Massachusetts
|
$10.2M
|
+$115K
|
+5,035
|
+1%
|
|
|
2
|
Gradient Investments
Arden Hills,
Minnesota
|
$5.32M
|
+$503K
|
+21,997
|
+11%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$3.21M
|
+$855K
|
+37,387
|
+39%
|
|
|
4
|
|
$2.96M
|
-$114K
|
-4,977
|
-4%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.22M
|
+$172K
|
+7,502
|
+17%
|
|
|
6
|
Proficio Capital Partners
Newton,
Massachusetts
|
$1.11M
|
–
|
–
|
–
|
|
|
7
|
Aviance Capital Management
Sarasota,
Florida
|
$710K
|
+$26.7K
|
+1,168
|
+4%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$672K
|
+$179K
|
+7,830
|
+39%
|
|
|
9
|
Northstar Wealth Partners
West Hartford,
Connecticut
|
$646K
|
+$626K
|
+27,365
|
New
|
|
|
10
|
Partnervest Advisory Services
Santa Barbara,
California
|
$511K
|
-$13.8K
|
-603
|
-3%
|
|
|
11
|
Advisor Group
Phoenix,
Arizona
|
$378K
|
+$13.4K
|
+584
|
+4%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$370K
|
-$55.1K
|
-2,410
|
-14%
|
|
|
13
|
Regal Investment Advisors
Kentwood,
Michigan
|
$327K
|
+$311K
|
+13,611
|
New
|
|
|
14
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$277K
|
+$263K
|
+11,519
|
New
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$266K
|
-$98.1K
|
-4,290
|
-28%
|
|
|
16
|
Lattice Strategies
Wayne,
Pennsylvania
|
$229K
|
-$20.1K
|
-880
|
-8%
|
|
|
17
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$201K
|
+$192K
|
+8,385
|
New
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$174K
|
–
|
–
|
–
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
$140K
|
+$2.52K
|
+110
|
+2%
|
|
|
20
|
CT Financial Advisors
Chadds Ford,
Pennsylvania
|
$121K
|
–
|
–
|
–
|
|
|
21
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$99K
|
+$8K
|
+350
|
+9%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$77K
|
-$22K
|
-964
|
-23%
|
|
|
23
|
WFG Advisors
Dallas,
Texas
|
$66K
|
+$17.4K
|
+760
|
+38%
|
|
|
24
|
US Bancorp
Minneapolis,
Minnesota
|
$55K
|
–
|
–
|
–
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$53K
|
-$27.4K
|
-1,200
|
-35%
|
|
