|
1
|
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
|
$11.2M
|
–
|
–
|
–
|
|
|
2
|
|
$10.1M
|
+$735K
|
+44,331
|
+8%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$7.24M
|
-$56.7K
|
-3,417
|
-0.8%
|
|
|
4
|
|
$5.36M
|
+$784K
|
+47,277
|
+18%
|
|
|
5
|
|
$3.43M
|
+$172K
|
+10,375
|
+6%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$2.46M
|
-$54.6K
|
-3,292
|
-2%
|
|
|
7
|
Cetera Advisor Networks
El Segundo,
California
|
$1.2M
|
-$165K
|
-9,965
|
-13%
|
|
|
8
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.03M
|
+$992K
|
+59,827
|
New
|
|
|
9
|
|
$1.02M
|
+$791K
|
+47,709
|
+425%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1M
|
+$2.92K
|
+176
|
+0.3%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$965K
|
+$89K
|
+5,367
|
+11%
|
|
|
12
|
Guggenheim Capital
Chicago,
Illinois
|
$924K
|
+$96.8K
|
+5,840
|
+12%
|
|
|
13
|
NWAM LLC
Mercer Island,
Washington
|
$910K
|
-$28.2K
|
-1,700
|
-3%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$890K
|
-$153K
|
-9,212
|
-15%
|
|
|
15
|
Burney Company
Reston,
Virginia
|
$868K
|
-$536K
|
-32,324
|
-39%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$857K
|
+$22.9K
|
+1,382
|
+3%
|
|
|
17
|
Shaker Financial Services
Arlington,
Virginia
|
$827K
|
+$354K
|
+21,341
|
+81%
|
|
|
18
|
|
$769K
|
+$8.62K
|
+520
|
+1%
|
|
|
19
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$752K
|
-$26.7K
|
-1,608
|
-4%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$712K
|
-$64.5K
|
-3,893
|
-9%
|
|
|
21
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$668K
|
–
|
–
|
–
|
|
|
22
|
Millennium Management
New York
|
$664K
|
+$637K
|
+38,401
|
New
|
|
|
23
|
LPL Financial
San Diego,
California
|
$627K
|
+$61.4K
|
+3,702
|
+11%
|
|
|
24
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$610K
|
–
|
–
|
–
|
|
|
25
|
Golden Green
Seneca,
South Carolina
|
$573K
|
+$549K
|
+33,142
|
New
|
|
