|
1
|
Peak Financial Management
Wellesley,
Massachusetts
|
$11M
|
+$71K
|
+2,880
|
+0.7%
|
|
|
2
|
Gradient Investments
Arden Hills,
Minnesota
|
$6.37M
|
+$405K
|
+16,434
|
+7%
|
|
|
3
|
|
$3.89M
|
-$86.9K
|
-3,525
|
-2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$2.89M
|
-$10.3K
|
-418
|
-0.4%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$2.18M
|
+$254K
|
+10,304
|
+14%
|
|
|
6
|
Proficio Capital Partners
Newton,
Massachusetts
|
$1.16M
|
–
|
–
|
–
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$796K
|
+$25.2K
|
+1,023
|
+3%
|
|
|
8
|
Northstar Wealth Partners
West Hartford,
Connecticut
|
$700K
|
–
|
–
|
–
|
|
|
9
|
Aviance Capital Management
Sarasota,
Florida
|
$628K
|
-$15.2K
|
-616
|
-2%
|
|
|
10
|
Advisor Group
Phoenix,
Arizona
|
$527K
|
+$22.2K
|
+902
|
+5%
|
|
|
11
|
Partnervest Advisory Services
Santa Barbara,
California
|
$468K
|
-$48.7K
|
-1,974
|
-10%
|
|
|
12
|
Regal Investment Advisors
Kentwood,
Michigan
|
$383K
|
+$22.9K
|
+928
|
+7%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$379K
|
-$109K
|
-4,412
|
-23%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$264K
|
+$120K
|
+4,877
|
+88%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$248K
|
+$242K
|
+9,827
|
New
|
|
|
16
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$235K
|
+$22.2K
|
+900
|
+11%
|
|
|
17
|
Lattice Strategies
Wayne,
Pennsylvania
|
$214K
|
-$23.4K
|
-950
|
-10%
|
|
|
18
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$198K
|
+$92.4K
|
+3,750
|
+88%
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
$137K
|
-$11.7K
|
-473
|
-8%
|
|
|
20
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$85K
|
+$11.9K
|
+481
|
+17%
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$82K
|
-$36.2K
|
-1,469
|
-31%
|
|
|
22
|
Anchor Investment Management
Columbia,
South Carolina
|
$47.4K
|
+$46.2K
|
+1,876
|
New
|
|
|
23
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$25K
|
–
|
–
|
–
|
|
|
24
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$18K
|
–
|
–
|
–
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$17K
|
-$8.93M
|
-362,390
|
-100%
|
|
