|
1
|
Peak Asset Management
Louisville,
Colorado
|
$10M
|
+$17.2K
|
+221
|
+0.2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$6.57M
|
+$303K
|
+3,886
|
+5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$4.96M
|
-$1.33M
|
-17,074
|
-21%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$4.81M
|
+$1.35M
|
+17,362
|
+40%
|
|
|
5
|
|
$3.95M
|
–
|
–
|
–
|
|
|
6
|
|
$3.23M
|
+$678K
|
+8,692
|
+27%
|
|
|
7
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$2.91M
|
+$197K
|
+2,527
|
+7%
|
|
|
8
|
Credit Suisse
Zurich,
Switzerland
|
$1.94M
|
+$1.92M
|
+24,572
|
New
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.84M
|
-$284K
|
-3,640
|
-14%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$1.75M
|
+$14.4K
|
+184
|
+0.8%
|
|
|
11
|
|
$1.61M
|
+$96.4K
|
+1,236
|
+6%
|
|
|
12
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$1.54M
|
+$52K
|
+666
|
+4%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.32M
|
-$20.9K
|
-268
|
-2%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$1.22M
|
-$25.4K
|
-325
|
-2%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.17M
|
-$1.14M
|
-14,658
|
-50%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$1.05M
|
-$27.1K
|
-348
|
-3%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.02M
|
–
|
–
|
–
|
|
|
18
|
|
$1M
|
+$409K
|
+5,247
|
+71%
|
|
|
19
|
Institute for Wealth Management
Denver,
Colorado
|
$782K
|
+$14.1K
|
+181
|
+2%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$733K
|
-$79.7K
|
-1,021
|
-10%
|
|
|
21
|
BTR Capital Management
Oakland,
California
|
$718K
|
–
|
–
|
–
|
|
|
22
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$706K
|
+$7.88K
|
+101
|
+1%
|
|
|
23
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$702K
|
+$23.6K
|
+302
|
+3%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$697K
|
+$166K
|
+2,127
|
+32%
|
|
|
25
|
Northeast Financial Consultants
Westport,
Connecticut
|
$635K
|
+$546
|
+7
|
+0.1%
|
|
