|
1
|
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
|
$10.1M
|
–
|
–
|
–
|
|
|
2
|
|
$8.31M
|
+$789K
|
+52,257
|
+11%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$6.52M
|
-$134K
|
-8,843
|
-2%
|
|
|
4
|
|
$4.12M
|
-$331K
|
-21,931
|
-8%
|
|
|
5
|
|
$2.56M
|
-$142K
|
-9,370
|
-5%
|
|
|
6
|
Burney Company
Reston,
Virginia
|
$1.8M
|
-$47.2K
|
-3,123
|
-3%
|
|
|
7
|
Cetera Advisor Networks
El Segundo,
California
|
$1.25M
|
-$306K
|
-20,264
|
-20%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$1.01M
|
-$30.5K
|
-2,016
|
-3%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$997K
|
-$117K
|
-7,770
|
-11%
|
|
|
10
|
NWAM LLC
Mercer Island,
Washington
|
$935K
|
+$900K
|
+59,576
|
New
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$910K
|
-$3.02K
|
-200
|
-0.3%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$817K
|
-$18.7K
|
-1,239
|
-2%
|
|
|
13
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$759K
|
+$16.3K
|
+1,080
|
+2%
|
|
|
14
|
Guggenheim Capital
Chicago,
Illinois
|
$743K
|
-$137K
|
-9,038
|
-16%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$716K
|
-$186K
|
-12,290
|
-21%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$665K
|
-$22.1K
|
-1,463
|
-3%
|
|
|
17
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$632K
|
+$609K
|
+40,300
|
New
|
|
|
18
|
|
$621K
|
-$7.93K
|
-525
|
-1%
|
|
|
19
|
Partnervest Advisory Services
Santa Barbara,
California
|
$616K
|
+$312K
|
+20,675
|
+111%
|
|
|
20
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$606K
|
+$584K
|
+38,630
|
New
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$584K
|
-$137K
|
-9,049
|
-20%
|
|
|
22
|
Wedbush Securities
Los Angeles,
California
|
$537K
|
+$3.93K
|
+260
|
+0.8%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$516K
|
+$15.8K
|
+1,044
|
+3%
|
|
|
24
|
Western Wealth Management
Golden,
Colorado
|
$499K
|
+$34.7K
|
+2,300
|
+8%
|
|
|
25
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$439K
|
+$257K
|
+17,000
|
+155%
|
|
