|
1
|
|
$49.1M
|
+$49.4M
|
+1,025,618
|
New
|
|
|
2
|
Liberty Mutual Group Asset Management
Boston,
Massachusetts
|
$47.9M
|
–
|
–
|
–
|
|
|
3
|
Estate Counselors
Thiensville,
Wisconsin
|
$8.12M
|
+$1.17M
|
+24,290
|
+17%
|
|
|
4
|
Stephens Inc
Little Rock,
Arkansas
|
$6.43M
|
+$753K
|
+15,640
|
+13%
|
|
|
5
|
|
$1.59M
|
+$91.2K
|
+1,894
|
+6%
|
|
|
6
|
CX Institutional
Auburn,
Indiana
|
$1.54M
|
+$1.54M
|
+32,081
|
New
|
|
|
7
|
BKS Advisors
Southfield,
Michigan
|
$1.01M
|
-$48.1K
|
-1,000
|
-5%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$587K
|
-$2.29M
|
-47,484
|
-79%
|
|
|
9
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$520K
|
+$275K
|
+5,714
|
+111%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$400K
|
+$174K
|
+3,606
|
+76%
|
|
|
11
|
|
$375K
|
+$376K
|
+7,819
|
New
|
|
|
12
|
|
$291K
|
+$89.4K
|
+1,858
|
+44%
|
|
|
13
|
IFP Advisors
Tampa,
Florida
|
$179K
|
+$128K
|
+2,670
|
+250%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$103K
|
-$24.1K
|
-500
|
-19%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$101K
|
+$102K
|
+2,111
|
New
|
|
|
16
|
|
$5K
|
–
|
–
|
–
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$5K
|
–
|
–
|
–
|
|
|
18
|
LifePlan Financial Group
Dayton,
Ohio
|
$1K
|
+$1.3K
|
+27
|
New
|
|
|
19
|
|
–
|
-$3.43M
|
-70,276
|
Closed
|
|
|
20
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
–
|
-$783K
|
-16,069
|
Closed
|
|
