|
1
|
Peak Asset Management
Louisville,
Colorado
|
$10.9M
|
-$15.7K
|
-182
|
-0.1%
|
|
|
2
|
|
$8.84M
|
+$4.51M
|
+52,377
|
+96%
|
|
|
3
|
|
$4.13M
|
+$2.75M
|
+31,954
|
+177%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$4.04M
|
-$276K
|
-3,202
|
-6%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$3.79M
|
+$201K
|
+2,336
|
+5%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$3.38M
|
+$481K
|
+5,587
|
+16%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$2.29M
|
-$12K
|
-140
|
-0.5%
|
|
|
8
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$2.17M
|
-$463K
|
-5,376
|
-17%
|
|
|
9
|
MGB Wealth Management
Addison,
Texas
|
$1.82M
|
+$202K
|
+2,345
|
+12%
|
|
|
10
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$1.6M
|
-$16.2K
|
-188
|
-1%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.55M
|
-$201K
|
-2,332
|
-11%
|
|
|
12
|
Joseph Group Capital Management
Columbus,
Ohio
|
$1.44M
|
+$199K
|
+2,317
|
+15%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.44M
|
-$7.92K
|
-92
|
-0.5%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.42M
|
+$790K
|
+9,177
|
+115%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$1.1M
|
-$680K
|
-7,904
|
-60%
|
|
|
16
|
Institute for Wealth Management
Denver,
Colorado
|
$1.06M
|
–
|
–
|
–
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$999K
|
+$697K
|
+8,098
|
+203%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$943K
|
+$982K
|
+11,415
|
New
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$809K
|
-$2.41M
|
-28,053
|
-74%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$720K
|
-$215K
|
-2,499
|
-22%
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$691K
|
+$54.6K
|
+635
|
+8%
|
|
|
22
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$491K
|
-$229K
|
-2,659
|
-31%
|
|
|
23
|
Focus Partners Wealth
Boston,
Massachusetts
|
$488K
|
+$508K
|
+5,907
|
New
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$458K
|
-$63.9K
|
-743
|
-12%
|
|
|
25
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
$401K
|
+$417K
|
+4,849
|
New
|
|
