|
1
|
Allianz Asset Management
Munich,
Germany
|
$4.96M
|
+$5.48M
|
+178,818
|
New
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$4.35M
|
-$4.44M
|
-144,864
|
-48%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$3.92M
|
-$1.53M
|
-49,860
|
-26%
|
|
|
4
|
|
$3.91M
|
+$275K
|
+8,958
|
+7%
|
|
|
5
|
|
$3.34M
|
-$18.4K
|
-600
|
-0.5%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$2.62M
|
-$1.11M
|
-36,306
|
-28%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$1.88M
|
+$417K
|
+13,590
|
+25%
|
|
|
8
|
Level Four Advisory Services
Dallas,
Texas
|
$1.65M
|
-$55.2K
|
-1,800
|
-3%
|
|
|
9
|
M Holdings Securities
Portland,
Oregon
|
$1.26M
|
–
|
–
|
–
|
|
|
10
|
Avantax Advisory Services
Dallas,
Texas
|
$1.26M
|
+$1.39M
|
+45,330
|
New
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.18M
|
+$1M
|
+32,736
|
+338%
|
|
|
12
|
Courage Miller Partners
Norfolk,
Virginia
|
$1.05M
|
–
|
–
|
–
|
|
|
13
|
|
$770K
|
+$851K
|
+27,768
|
New
|
|
|
14
|
Madden Advisory Services
Jacksonville,
Florida
|
$747K
|
–
|
–
|
–
|
|
|
15
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$599K
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$541K
|
-$1.76M
|
-57,486
|
-75%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$523K
|
-$31.8K
|
-1,038
|
-5%
|
|
|
18
|
F3Logic
Burnsville,
Minnesota
|
$501K
|
-$51.9K
|
-1,692
|
-9%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$475K
|
-$78.9K
|
-2,574
|
-13%
|
|
|
20
|
Intelligence Driven Advisers
Carlsbad,
California
|
$375K
|
+$414K
|
+13,512
|
New
|
|
|
21
|
Towerpoint Wealth
Sacramento,
California
|
$372K
|
+$411K
|
+13,404
|
New
|
|
|
22
|
|
$330K
|
–
|
–
|
–
|
|
|
23
|
Western Wealth Management
Golden,
Colorado
|
$315K
|
+$348K
|
+11,340
|
New
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$301K
|
+$17.8K
|
+582
|
+6%
|
|
|
25
|
Adell Harriman & Carpenter
Houston,
Texas
|
$289K
|
–
|
–
|
–
|
|
