|
1
|
Peak Financial Management
Wellesley,
Massachusetts
|
$10.7M
|
+$172K
|
+7,061
|
+2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.97M
|
+$8.82M
|
+362,664
|
+88,455%
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$8.88M
|
+$8.74M
|
+359,578
|
New
|
|
|
4
|
Gradient Investments
Arden Hills,
Minnesota
|
$5.82M
|
+$343K
|
+14,120
|
+6%
|
|
|
5
|
|
$3.89M
|
+$834K
|
+34,315
|
+28%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$2.83M
|
-$461K
|
-18,961
|
-14%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.88M
|
+$601K
|
+24,722
|
+48%
|
|
|
8
|
Proficio Capital Partners
Newton,
Massachusetts
|
$1.13M
|
–
|
–
|
–
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$753K
|
+$366K
|
+15,069
|
+98%
|
|
|
10
|
Northstar Wealth Partners
West Hartford,
Connecticut
|
$687K
|
+$19.9K
|
+820
|
+3%
|
|
|
11
|
Aviance Capital Management
Sarasota,
Florida
|
$630K
|
-$98.1K
|
-4,036
|
-14%
|
|
|
12
|
Partnervest Advisory Services
Santa Barbara,
California
|
$507K
|
-$18.6K
|
-765
|
-4%
|
|
|
13
|
Advisor Group
Phoenix,
Arizona
|
$494K
|
+$103K
|
+4,246
|
+27%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$480K
|
-$208K
|
-8,556
|
-31%
|
|
|
15
|
Niemann Capital Management
Stateline,
Nevada
|
$446K
|
+$439K
|
+18,044
|
New
|
|
|
16
|
Regal Investment Advisors
Kentwood,
Michigan
|
$352K
|
+$15.3K
|
+628
|
+5%
|
|
|
17
|
|
$290K
|
+$286K
|
+11,745
|
New
|
|
|
18
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$277K
|
-$7.8K
|
-321
|
-3%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$264K
|
-$9.6K
|
-395
|
-4%
|
|
|
20
|
Virtu KCG Holdings
New York
|
$244K
|
+$240K
|
+9,873
|
New
|
|
|
21
|
Lattice Strategies
Wayne,
Pennsylvania
|
$233K
|
-$2.19K
|
-90
|
-0.9%
|
|
|
22
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$207K
|
–
|
–
|
–
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$179K
|
–
|
–
|
–
|
|
|
24
|
IFP Advisors
Tampa,
Florida
|
$146K
|
+$2.21K
|
+91
|
+2%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$137K
|
+$57.1K
|
+2,347
|
+73%
|
|
