|
1
|
Peak Financial Management
Wellesley,
Massachusetts
|
$9.06M
|
-$136K
|
-5,885
|
-2%
|
|
|
2
|
Gradient Investments
Arden Hills,
Minnesota
|
$4.87M
|
-$328K
|
-14,178
|
-6%
|
|
|
3
|
|
$2.92M
|
-$73.2K
|
-3,162
|
-3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$2.52M
|
-$7.76K
|
-335
|
-0.3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1.43M
|
-$179K
|
-7,745
|
-11%
|
|
|
6
|
|
$884K
|
+$858K
|
+37,069
|
New
|
|
|
7
|
Northstar Wealth Partners
West Hartford,
Connecticut
|
$777K
|
-$124K
|
-5,365
|
-14%
|
|
|
8
|
Advisor Group
Phoenix,
Arizona
|
$390K
|
-$37.8K
|
-1,633
|
-9%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$388K
|
-$70.5K
|
-3,045
|
-16%
|
|
|
10
|
Regal Investment Advisors
Kentwood,
Michigan
|
$367K
|
-$29.2K
|
-1,261
|
-8%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$356K
|
+$116
|
+5
|
+0%
|
|
|
12
|
Aviance Capital Management
Sarasota,
Florida
|
$279K
|
-$20.6K
|
-890
|
-7%
|
|
|
13
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$216K
|
–
|
–
|
–
|
|
|
14
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$208K
|
-$60.2K
|
-2,600
|
-23%
|
|
|
15
|
IFP Advisors
Tampa,
Florida
|
$101K
|
+$11.9K
|
+515
|
+14%
|
|
|
16
|
Proficio Capital Partners
Newton,
Massachusetts
|
$86K
|
-$669K
|
-28,894
|
-89%
|
|
|
17
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$84K
|
-$6.95K
|
-300
|
-8%
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$80K
|
–
|
–
|
–
|
|
|
19
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$67K
|
+$67K
|
+2,894
|
New
|
|
|
20
|
Anchor Investment Management
Columbia,
South Carolina
|
$44.8K
|
–
|
–
|
–
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$42K
|
+$509
|
+22
|
+1%
|
|
|
22
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$36K
|
+$2.32K
|
+100
|
+7%
|
|
|
23
|
IMA Advisory Services
Denver,
Colorado
|
$35K
|
+$33.9K
|
+1,466
|
New
|
|
|
24
|
Advisors Asset Management
Monument,
Colorado
|
$28K
|
–
|
–
|
–
|
|
|
25
|
LifePlan Financial Group
Dayton,
Ohio
|
$25K
|
–
|
–
|
–
|
|
