|
1
|
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
|
$12.5M
|
–
|
–
|
–
|
|
|
2
|
|
$10.2M
|
-$500K
|
-26,157
|
-5%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$9.41M
|
+$730K
|
+38,234
|
+9%
|
|
|
4
|
|
$5.14M
|
+$739K
|
+38,669
|
+17%
|
|
|
5
|
Anfield Capital Management
Irvine,
California
|
$4.11M
|
+$3.93M
|
+205,872
|
New
|
|
|
6
|
|
$3.42M
|
-$865K
|
-45,264
|
-20%
|
|
|
7
|
Burney Company
Reston,
Virginia
|
$2.39M
|
+$256K
|
+13,398
|
+12%
|
|
|
8
|
Elevated Capital Advisors
Sandy,
Utah
|
$1.64M
|
+$1.63M
|
+85,134
|
New
|
|
|
9
|
NWAM LLC
Mercer Island,
Washington
|
$1.26M
|
–
|
–
|
–
|
|
|
10
|
Cetera Advisor Networks
El Segundo,
California
|
$1.25M
|
+$401K
|
+20,994
|
+49%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.19M
|
-$821
|
-43
|
-0.1%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$1.14M
|
-$196K
|
-10,284
|
-15%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.08M
|
+$15.6K
|
+816
|
+1%
|
|
|
14
|
Guggenheim Capital
Chicago,
Illinois
|
$1.06M
|
+$139K
|
+7,296
|
+15%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$980K
|
-$341K
|
-17,870
|
-26%
|
|
|
16
|
Advisor Group
Phoenix,
Arizona
|
$887K
|
+$100K
|
+5,240
|
+13%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$824K
|
+$55.2K
|
+2,889
|
+7%
|
|
|
18
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$683K
|
+$20.5K
|
+1,075
|
+3%
|
|
|
19
|
Wedbush Securities
Los Angeles,
California
|
$671K
|
+$66.8K
|
+3,500
|
+11%
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$617K
|
-$11.5K
|
-600
|
-2%
|
|
|
21
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$606K
|
+$596K
|
+31,198
|
New
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$581K
|
+$3.17K
|
+166
|
+0.6%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$541K
|
+$46.4K
|
+2,430
|
+9%
|
|
|
24
|
Atria Investments
Charlotte,
North Carolina
|
$540K
|
+$40.1K
|
+2,097
|
+8%
|
|
|
25
|
Trek Financial
Scottsdale,
Arizona
|
$527K
|
+$26.9K
|
+1,409
|
+5%
|
|
