|
1
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$25.1M
|
–
|
–
|
–
|
|
|
2
|
Arete Wealth Advisors
Chicago,
Illinois
|
$16.8M
|
+$7.52M
|
+74,601
|
+81%
|
|
|
3
|
|
$7.96M
|
-$11.7M
|
-115,940
|
-60%
|
|
|
4
|
Nottingham Advisors
Amherst,
New York
|
$3.7M
|
+$3.7M
|
+36,697
|
New
|
|
|
5
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$3.46M
|
+$3.45M
|
+34,280
|
New
|
|
|
6
|
HM Payson & Co
Portland,
Maine
|
$2.37M
|
+$212K
|
+2,100
|
+10%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$1.98M
|
+$1.98M
|
+19,612
|
New
|
|
|
8
|
Focused Wealth Management
Newburgh,
New York
|
$1.14M
|
+$1.14M
|
+11,297
|
New
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$789K
|
+$737K
|
+7,312
|
+1,462%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$665K
|
+$664K
|
+6,586
|
New
|
|
|
11
|
Capital Advantage
Walnut Creek,
California
|
$434K
|
+$434K
|
+4,304
|
New
|
|
|
12
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$352K
|
+$352K
|
+3,492
|
New
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$344K
|
+$344K
|
+3,415
|
New
|
|
|
14
|
Evergreen Capital Management
Bellevue,
Washington
|
$202K
|
+$202K
|
+2,000
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$180K
|
–
|
–
|
–
|
|
|
16
|
American Portfolios Advisors
Holbrook,
New York
|
$162K
|
+$13.9K
|
+138
|
+9%
|
|
|
17
|
Bison Wealth
Atlanta,
Georgia
|
$61K
|
–
|
–
|
–
|
|
|
18
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$53K
|
–
|
–
|
–
|
|
|
19
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$30K
|
–
|
–
|
–
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$30K
|
+$20.2K
|
+200
|
+200%
|
|
|
21
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$28K
|
+$22.7K
|
+225
|
+450%
|
|
|
22
|
Community Bank
Dewitt,
New York
|
$16K
|
+$16.1K
|
+160
|
New
|
|
