|
1
|
Peak Asset Management
Louisville,
Colorado
|
$11.2M
|
-$162K
|
-2,044
|
-1%
|
|
|
2
|
|
$5.48M
|
-$670K
|
-8,431
|
-11%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$4.32M
|
-$2.31M
|
-29,043
|
-36%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$3.59M
|
-$53.2K
|
-669
|
-2%
|
|
|
5
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$3.25M
|
+$1.58M
|
+19,874
|
+101%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.18M
|
-$82.8K
|
-1,042
|
-3%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$3M
|
-$206K
|
-2,587
|
-7%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$2.38M
|
+$30.8K
|
+388
|
+1%
|
|
|
9
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$2.34M
|
+$61K
|
+768
|
+3%
|
|
|
10
|
|
$2.15M
|
+$2.08M
|
+26,209
|
New
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.96M
|
+$886K
|
+11,156
|
+88%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.8M
|
-$41.5K
|
-522
|
-2%
|
|
|
13
|
MGB Wealth Management
Addison,
Texas
|
$1.65M
|
+$159
|
+2
|
+0%
|
|
|
14
|
Q3 Asset Management
Birmingham,
Michigan
|
$1.14M
|
+$22.6K
|
+285
|
+2%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$1.1M
|
+$696K
|
+8,755
|
+192%
|
|
|
16
|
Institute for Wealth Management
Denver,
Colorado
|
$1.07M
|
–
|
–
|
–
|
|
|
17
|
Joseph Group Capital Management
Columbus,
Ohio
|
$1.07M
|
+$101K
|
+1,272
|
+11%
|
|
|
18
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$707K
|
-$4.05K
|
-51
|
-0.6%
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$635K
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$630K
|
+$35K
|
+441
|
+6%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$588K
|
-$272K
|
-3,424
|
-32%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$587K
|
+$20.2K
|
+254
|
+4%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$561K
|
+$180K
|
+2,266
|
+50%
|
|
|
24
|
Focus Partners Wealth
Boston,
Massachusetts
|
$506K
|
-$4.37K
|
-55
|
-0.9%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$477K
|
+$2.15K
|
+27
|
+0.5%
|
|
