|
1
|
Peak Asset Management
Louisville,
Colorado
|
$10.4M
|
+$476K
|
+6,651
|
+5%
|
|
|
2
|
|
$3.48M
|
-$43.5K
|
-608
|
-1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$3.47M
|
-$253K
|
-3,536
|
-7%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.09M
|
-$43.8K
|
-612
|
-1%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$3.04M
|
-$38.5K
|
-538
|
-1%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$2.72M
|
-$4.03M
|
-56,334
|
-61%
|
|
|
7
|
Joseph Group Capital Management
Columbus,
Ohio
|
$2.12M
|
+$1.99M
|
+27,865
|
New
|
|
|
8
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.96M
|
+$19.1K
|
+267
|
+1%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.9M
|
-$72.1K
|
-1,009
|
-4%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$1.82M
|
-$347K
|
-4,849
|
-17%
|
|
|
11
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
$1.56M
|
+$1.46M
|
+20,462
|
New
|
|
|
12
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$1.5M
|
-$50.7K
|
-709
|
-3%
|
|
|
13
|
MGB Wealth Management
Addison,
Texas
|
$1.49M
|
+$1.4M
|
+19,628
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.38M
|
+$11.6K
|
+162
|
+0.9%
|
|
|
15
|
Institute for Wealth Management
Denver,
Colorado
|
$991K
|
-$10.2K
|
-143
|
-1%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$911K
|
+$181K
|
+2,533
|
+27%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$705K
|
-$378K
|
-5,291
|
-36%
|
|
|
18
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$659K
|
–
|
–
|
–
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$543K
|
-$44.8K
|
-627
|
-8%
|
|
|
20
|
GW & Wade
Wellesley,
Massachusetts
|
$483K
|
–
|
–
|
–
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$479K
|
-$104K
|
-1,450
|
-19%
|
|
|
22
|
Element Wealth
Ridgeland,
Mississippi
|
$425K
|
-$61.6K
|
-862
|
-13%
|
|
|
23
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$412K
|
-$30.6K
|
-428
|
-7%
|
|
|
24
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$404K
|
-$126K
|
-1,763
|
-25%
|
|
|
25
|
Apexium Financial
Dallas,
Texas
|
$381K
|
-$10.3K
|
-144
|
-3%
|
|
