|
1
|
Peak Financial Management
Wellesley,
Massachusetts
|
$5.7M
|
-$2.29M
|
-100,276
|
-27%
|
|
|
2
|
Gradient Investments
Arden Hills,
Minnesota
|
$3.93M
|
-$160K
|
-7,014
|
-4%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$2.58M
|
+$382K
|
+16,707
|
+16%
|
|
|
4
|
|
$2.55M
|
-$132K
|
-5,762
|
-5%
|
|
|
5
|
Arlington Capital Management
Arlington Heights,
Illinois
|
$1.46M
|
+$1.56M
|
+68,286
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$1.13M
|
-$2.02M
|
-88,405
|
-63%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$916K
|
+$637K
|
+27,848
|
+184%
|
|
|
8
|
Alpine Woods Capital Investors
Purchase,
New York
|
$895K
|
+$960K
|
+42,000
|
New
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$809K
|
+$332K
|
+14,539
|
+62%
|
|
|
10
|
|
$734K
|
-$60.8K
|
-2,660
|
-7%
|
|
|
11
|
Cetera Advisor Networks
El Segundo,
California
|
$699K
|
+$72.5K
|
+3,172
|
+11%
|
|
|
12
|
Northstar Wealth Partners
West Hartford,
Connecticut
|
$695K
|
–
|
–
|
–
|
|
|
13
|
Advisor Group
Phoenix,
Arizona
|
$554K
|
+$166K
|
+7,274
|
+39%
|
|
|
14
|
Regal Investment Advisors
Kentwood,
Michigan
|
$468K
|
+$7.11K
|
+311
|
+1%
|
|
|
15
|
Private Advisory Group
Redmond,
Washington
|
$438K
|
+$470K
|
+20,540
|
New
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$424K
|
+$247K
|
+10,781
|
+120%
|
|
|
17
|
Atria Investments
Charlotte,
North Carolina
|
$286K
|
+$307K
|
+13,421
|
New
|
|
|
18
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$218K
|
–
|
–
|
–
|
|
|
19
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$201K
|
–
|
–
|
–
|
|
|
20
|
Synovus Financial
Columbus,
Georgia
|
$191K
|
+$120K
|
+5,228
|
+140%
|
|
|
21
|
Aviance Capital Management
Sarasota,
Florida
|
$120K
|
-$74.5K
|
-3,258
|
-37%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$90K
|
+$54.2K
|
+2,368
|
+128%
|
|
|
23
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$75K
|
–
|
–
|
–
|
|
|
24
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$63K
|
+$343
|
+15
|
+0.5%
|
|
|
25
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$58K
|
+$62.2K
|
+2,718
|
New
|
|
