|
1
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$5.36M
|
–
|
–
|
–
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.96M
|
+$381K
|
+14,639
|
+11%
|
|
|
3
|
Kestra Advisory Services
Austin,
Texas
|
$2.41M
|
+$465K
|
+17,855
|
+25%
|
|
|
4
|
Stephens Inc
Little Rock,
Arkansas
|
$2.16M
|
+$14.8K
|
+569
|
+0.7%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.81M
|
+$166K
|
+6,372
|
+10%
|
|
|
6
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.73M
|
-$1.01M
|
-38,684
|
-38%
|
|
|
7
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$540K
|
–
|
–
|
–
|
|
|
8
|
Strategic Blueprint
Atlanta,
Georgia
|
$491K
|
+$475K
|
+18,245
|
New
|
|
|
9
|
Atria Wealth Solutions
New York
|
$363K
|
-$5.05K
|
-194
|
-1%
|
|
|
10
|
Silver Oak Securities
Jackson,
Tennessee
|
$361K
|
+$97.8K
|
+3,756
|
+39%
|
|
|
11
|
Independent Financial Group
San Diego,
California
|
$336K
|
–
|
–
|
–
|
|
|
12
|
Old Mission Capital
Chicago,
Illinois
|
$328K
|
+$317K
|
+12,178
|
New
|
|
|
13
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$277K
|
+$268K
|
+10,288
|
New
|
|
|
14
|
Harbour Investments
Madison,
Wisconsin
|
$232K
|
+$224K
|
+8,610
|
New
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$219K
|
+$212K
|
+8,150
|
New
|
|
|
16
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$215K
|
-$5.05K
|
-194
|
-2%
|
|
|
17
|
Creative Financial Designs
Kokomo,
Indiana
|
$159K
|
+$154K
|
+5,900
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$8.15K
|
+$7.89K
|
+303
|
New
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.25K
|
–
|
–
|
–
|
|
|
20
|
Strategic Financial Concepts
San Antonio,
Texas
|
–
|
-$6.68K
|
-171,728
|
Closed
|
|
