|
1
|
Peak Asset Management
Louisville,
Colorado
|
$9.55M
|
-$673K
|
-8,480
|
-7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$6.12M
|
+$1.05M
|
+13,202
|
+21%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$4.85M
|
-$1.83M
|
-23,033
|
-28%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$4.08M
|
-$813K
|
-10,239
|
-17%
|
|
|
5
|
|
$4.03M
|
–
|
–
|
–
|
|
|
6
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$3.12M
|
+$151K
|
+1,896
|
+5%
|
|
|
7
|
|
$3.09M
|
-$201K
|
-2,532
|
-6%
|
|
|
8
|
Credit Suisse
Zurich,
Switzerland
|
$2.81M
|
+$823K
|
+10,362
|
+42%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$1.91M
|
+$116K
|
+1,464
|
+7%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.87M
|
-$6.27K
|
-79
|
-0.3%
|
|
|
11
|
|
$1.75M
|
+$108K
|
+1,366
|
+7%
|
|
|
12
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$1.58M
|
+$5K
|
+63
|
+0.3%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$1.25M
|
+$238
|
+3
|
+0%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.24M
|
-$103K
|
-1,295
|
-8%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$1.02M
|
-$50.9K
|
-641
|
-5%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$1.02M
|
+$1.01M
|
+12,660
|
New
|
|
|
17
|
|
$936K
|
-$82.4K
|
-1,037
|
-8%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$924K
|
-$115K
|
-1,446
|
-11%
|
|
|
19
|
Institute for Wealth Management
Denver,
Colorado
|
$854K
|
+$56K
|
+705
|
+7%
|
|
|
20
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$814K
|
+$87.4K
|
+1,100
|
+12%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$802K
|
-$386K
|
-4,865
|
-33%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$736K
|
-$11.9K
|
-150
|
-2%
|
|
|
23
|
BTR Capital Management
Oakland,
California
|
$732K
|
–
|
–
|
–
|
|
|
24
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$729K
|
+$7.94K
|
+100
|
+1%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$716K
|
+$4.61K
|
+58
|
+0.7%
|
|
