|
1
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$5.31M
|
-$137K
|
-5,000
|
-3%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.93M
|
-$81K
|
-2,947
|
-2%
|
|
|
3
|
RFG Advisory
Birmingham,
Alabama
|
$2.63M
|
+$2.66M
|
+96,691
|
New
|
|
|
4
|
Kestra Advisory Services
Austin,
Texas
|
$2.42M
|
-$18.9K
|
-689
|
-0.8%
|
|
|
5
|
Stephens Inc
Little Rock,
Arkansas
|
$2.04M
|
-$155K
|
-5,654
|
-7%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.92M
|
+$85.8K
|
+3,122
|
+5%
|
|
|
7
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.53M
|
-$218K
|
-7,952
|
-12%
|
|
|
8
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$541K
|
-$5.63K
|
-205
|
-1%
|
|
|
9
|
Silver Oak Securities
Jackson,
Tennessee
|
$368K
|
–
|
–
|
–
|
|
|
10
|
Atria Wealth Solutions
New York
|
$359K
|
-$9.18K
|
-334
|
-2%
|
|
|
11
|
Independent Financial Group
San Diego,
California
|
$341K
|
–
|
–
|
–
|
|
|
12
|
Harbour Investments
Madison,
Wisconsin
|
$296K
|
+$60.4K
|
+2,198
|
+26%
|
|
|
13
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$280K
|
–
|
–
|
–
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$268K
|
+$46.7K
|
+1,699
|
+21%
|
|
|
15
|
RIA Advisory Group
Des Moines,
Iowa
|
$219K
|
+$221K
|
+8,053
|
New
|
|
|
16
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$209K
|
-$9.18K
|
-334
|
-4%
|
|
|
17
|
Creative Financial Designs
Kokomo,
Indiana
|
$150K
|
-$11K
|
-400
|
-7%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.3K
|
–
|
–
|
–
|
|
|
19
|
Strategic Blueprint
Atlanta,
Georgia
|
–
|
-$491K
|
-18,245
|
Closed
|
|
|
20
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$328K
|
-12,178
|
Closed
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
–
|
-$8.15K
|
-303
|
Closed
|
|
