|
1
|
Peak Asset Management
Louisville,
Colorado
|
$12.7M
|
+$85.3K
|
+975
|
+0.7%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$5.2M
|
+$510K
|
+5,828
|
+12%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$3.52M
|
-$190K
|
-2,166
|
-5%
|
|
|
4
|
|
$3.45M
|
-$175K
|
-1,998
|
-5%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.25M
|
-$90.2K
|
-1,030
|
-4%
|
|
|
6
|
|
$2.15M
|
+$635K
|
+7,251
|
+45%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$2.13M
|
-$6.3K
|
-72
|
-0.3%
|
|
|
8
|
Joseph Group Capital Management
Columbus,
Ohio
|
$2.05M
|
+$77.8K
|
+889
|
+4%
|
|
|
9
|
MGB Wealth Management
Addison,
Texas
|
$1.95M
|
-$6.39K
|
-73
|
-0.3%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$1.78M
|
-$651K
|
-7,433
|
-28%
|
|
|
11
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$1.76M
|
-$8.23K
|
-94
|
-0.5%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.69M
|
-$110K
|
-1,259
|
-6%
|
|
|
13
|
Trilogy Capital
Irvine,
California
|
$1.49M
|
-$49.4K
|
-564
|
-3%
|
|
|
14
|
Institute for Wealth Management
Denver,
Colorado
|
$1.15M
|
-$25.1K
|
-287
|
-2%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$1.11M
|
+$730K
|
+8,344
|
+214%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$935K
|
-$160K
|
-1,832
|
-15%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$934K
|
+$7K
|
+80
|
+0.8%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$817K
|
-$44.8K
|
-512
|
-5%
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$700K
|
-$8.75K
|
-100
|
-1%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$552K
|
+$438
|
+5
|
+0.1%
|
|
|
21
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$550K
|
–
|
–
|
–
|
|
|
22
|
Focus Partners Wealth
Boston,
Massachusetts
|
$546K
|
–
|
–
|
–
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$504K
|
+$477K
|
+5,448
|
New
|
|
|
24
|
Intelligence Driven Advisers
Carlsbad,
California
|
$499K
|
–
|
–
|
–
|
|
|
25
|
WBI Investments
Red Bank,
New Jersey
|
$499K
|
+$472K
|
+5,395
|
New
|
|
