|
1
|
Peak Asset Management
Louisville,
Colorado
|
$9.86M
|
+$150K
|
+1,962
|
+2%
|
|
|
2
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$7.43M
|
+$1.53M
|
+20,100
|
New
|
|
|
3
|
|
$7.06M
|
-$6.68M
|
-87,502
|
-48%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$4.66M
|
+$2.38M
|
+31,171
|
+102%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$3.82M
|
-$141K
|
-1,841
|
-4%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$3.14M
|
-$73.4K
|
-961
|
-2%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$3M
|
-$44.6K
|
-584
|
-1%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2M
|
+$33.9K
|
+444
|
+2%
|
|
|
9
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.92M
|
+$18.6K
|
+244
|
+1%
|
|
|
10
|
|
$1.74M
|
-$2.56M
|
-33,482
|
-59%
|
|
|
11
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$1.55M
|
-$18.3K
|
-240
|
-1%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.52M
|
+$23.3K
|
+305
|
+2%
|
|
|
13
|
HBW Advisory Services
Simi Valley,
California
|
$1.08M
|
+$1.09M
|
+14,224
|
New
|
|
|
14
|
Q3 Asset Management
Birmingham,
Michigan
|
$1.05M
|
+$1.06M
|
+13,927
|
New
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.02M
|
-$83.5K
|
-1,094
|
-8%
|
|
|
16
|
Institute for Wealth Management
Denver,
Colorado
|
$996K
|
-$2.06K
|
-27
|
-0.2%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$930K
|
-$2.14K
|
-28
|
-0.2%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$877K
|
-$11.2K
|
-147
|
-1%
|
|
|
19
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$654K
|
–
|
–
|
–
|
|
|
20
|
Tower Research Capital (TRC)
New York
|
$643K
|
+$167K
|
+2,189
|
+35%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$638K
|
-$22.8K
|
-299
|
-3%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$593K
|
-$15.1K
|
-198
|
-2%
|
|
|
23
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$567K
|
+$1.15K
|
+15
|
+0.2%
|
|
|
24
|
Vontobel Holding
Zurich,
Switzerland
|
$567K
|
–
|
–
|
–
|
|
|
25
|
Element Wealth
Ridgeland,
Mississippi
|
$485K
|
+$12K
|
+157
|
+3%
|
|
