|
1
|
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
|
$10.3M
|
–
|
–
|
–
|
|
|
2
|
|
$8.58M
|
+$117K
|
+7,213
|
+1%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$6.74M
|
+$101K
|
+6,226
|
+1%
|
|
|
4
|
|
$4.2M
|
+$9.71K
|
+596
|
+0.2%
|
|
|
5
|
|
$3M
|
+$403K
|
+24,764
|
+15%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$2.32M
|
+$1.31M
|
+80,658
|
+125%
|
|
|
7
|
Burney Company
Reston,
Virginia
|
$1.32M
|
-$528K
|
-32,410
|
-28%
|
|
|
8
|
Cetera Advisor Networks
El Segundo,
California
|
$1.27M
|
-$7.25K
|
-445
|
-0.6%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$969K
|
-$49.9K
|
-3,062
|
-5%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$925K
|
-$2.17K
|
-133
|
-0.2%
|
|
|
11
|
NWAM LLC
Mercer Island,
Washington
|
$868K
|
-$85.5K
|
-5,250
|
-9%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$806K
|
+$78.5K
|
+4,822
|
+11%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$769K
|
-$63K
|
-3,868
|
-7%
|
|
|
14
|
Guggenheim Capital
Chicago,
Illinois
|
$760K
|
+$3.29K
|
+202
|
+0.4%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$721K
|
+$44.3K
|
+2,718
|
+6%
|
|
|
16
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$720K
|
-$54K
|
-3,318
|
-7%
|
|
|
17
|
|
$703K
|
+$72.2K
|
+4,430
|
+11%
|
|
|
18
|
Partnervest Advisory Services
Santa Barbara,
California
|
$695K
|
+$69.1K
|
+4,240
|
+11%
|
|
|
19
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$617K
|
–
|
–
|
–
|
|
|
20
|
J.W. Cole Advisors
Tampa,
Florida
|
$589K
|
+$601K
|
+36,868
|
New
|
|
|
21
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$564K
|
+$119K
|
+7,300
|
+26%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$521K
|
-$4.58K
|
-281
|
-0.9%
|
|
|
23
|
Western Wealth Management
Golden,
Colorado
|
$502K
|
+$3.32K
|
+204
|
+0.7%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$490K
|
-$106K
|
-6,499
|
-17%
|
|
|
25
|
Shaker Financial Services
Arlington,
Virginia
|
$423K
|
+$432K
|
+26,497
|
New
|
|
