|
1
|
Peak Asset Management
Louisville,
Colorado
|
$9.99M
|
+$176K
|
+2,231
|
+2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$4.74M
|
-$61.9K
|
-783
|
-1%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$4.28M
|
+$2.04M
|
+25,816
|
+96%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$4.21M
|
-$418K
|
-5,287
|
-9%
|
|
|
5
|
|
$4.06M
|
–
|
–
|
–
|
|
|
6
|
|
$3.88M
|
-$92.6K
|
-1,172
|
-2%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$3.86M
|
-$2.09M
|
-26,430
|
-36%
|
|
|
8
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$3.62M
|
+$187K
|
+2,364
|
+6%
|
|
|
9
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$1.89M
|
+$35.3K
|
+447
|
+2%
|
|
|
10
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$1.68M
|
+$38.8K
|
+491
|
+2%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.66M
|
-$141K
|
-1,787
|
-8%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.2M
|
-$39.3K
|
-497
|
-3%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.12M
|
-$608K
|
-7,690
|
-36%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.09M
|
+$187K
|
+2,367
|
+21%
|
|
|
15
|
Institute for Wealth Management
Denver,
Colorado
|
$1.01M
|
+$59.8K
|
+756
|
+6%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$1.01M
|
-$66.5K
|
-841
|
-6%
|
|
|
17
|
|
$884K
|
+$464K
|
+5,871
|
+117%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$793K
|
-$26K
|
-329
|
-3%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$745K
|
+$16.4K
|
+208
|
+2%
|
|
|
20
|
BTR Capital Management
Oakland,
California
|
$738K
|
–
|
–
|
–
|
|
|
21
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$702K
|
-$31.8K
|
-402
|
-4%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$621K
|
+$150K
|
+1,900
|
+33%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$584K
|
+$36.4K
|
+461
|
+7%
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$559K
|
+$237
|
+3
|
+0%
|
|
|
25
|
55I LLC
Boston,
Massachusetts
|
$537K
|
–
|
–
|
–
|
|
