|
1
|
|
$13.7M
|
+$1.7M
|
+22,023
|
+14%
|
|
|
2
|
Peak Asset Management
Louisville,
Colorado
|
$9.76M
|
+$25.4K
|
+330
|
+0.3%
|
|
|
3
|
|
$4.3M
|
-$1.62K
|
-21
|
-0%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$3.98M
|
-$3.46M
|
-44,894
|
-46%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$3.23M
|
-$513K
|
-6,659
|
-14%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$3.06M
|
-$802K
|
-10,400
|
-21%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$2.32M
|
-$284K
|
-3,685
|
-11%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.98M
|
-$24.1K
|
-313
|
-1%
|
|
|
9
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.91M
|
-$230K
|
-2,987
|
-11%
|
|
|
10
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$1.58M
|
+$5.86K
|
+76
|
+0.4%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.5M
|
+$445K
|
+5,773
|
+41%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$1.22M
|
+$11.5K
|
+149
|
+0.9%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.11M
|
-$66.6K
|
-864
|
-6%
|
|
|
14
|
Institute for Wealth Management
Denver,
Colorado
|
$1M
|
-$16.9K
|
-219
|
-2%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$937K
|
-$63.9K
|
-829
|
-6%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$893K
|
+$77
|
+1
|
+0%
|
|
|
17
|
Credit Suisse
Zurich,
Switzerland
|
$759K
|
-$471K
|
-6,104
|
-38%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$664K
|
+$673K
|
+8,735
|
New
|
|
|
19
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$658K
|
–
|
–
|
–
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$628K
|
+$425K
|
+5,508
|
+200%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$611K
|
-$37.1K
|
-481
|
-6%
|
|
|
22
|
Vontobel Holding
Zurich,
Switzerland
|
$570K
|
–
|
–
|
–
|
|
|
23
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$569K
|
+$1.47K
|
+19
|
+0.3%
|
|
|
24
|
Apexium Financial
Dallas,
Texas
|
$503K
|
–
|
–
|
–
|
|
|
25
|
GW & Wade
Wellesley,
Massachusetts
|
$486K
|
–
|
–
|
–
|
|
