|
1
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$49.8M
|
+$2.4M
|
+48,529
|
+5%
|
|
|
2
|
Allianz Asset Management
Munich,
Germany
|
$18.8M
|
+$18.6M
|
+377,300
|
New
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.39M
|
-$708K
|
-14,339
|
-7%
|
|
|
4
|
Roger Wittlin Investment Advisory
San Francisco,
California
|
$7.77M
|
+$174K
|
+3,516
|
+2%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.25M
|
+$7.17M
|
+145,311
|
New
|
|
|
6
|
|
$5.7M
|
+$164K
|
+3,326
|
+3%
|
|
|
7
|
Transform Wealth
Greenwood Village,
Colorado
|
$5M
|
+$4.94M
|
+100,130
|
New
|
|
|
8
|
Atria Investments
Charlotte,
North Carolina
|
$3.6M
|
+$3.56M
|
+72,181
|
New
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$3.54M
|
+$3.5M
|
+70,908
|
New
|
|
|
10
|
LifePro Asset Management
San Diego,
California
|
$2.39M
|
+$1.81M
|
+36,741
|
+327%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$2M
|
+$1.98M
|
+40,000
|
New
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.9M
|
+$992K
|
+20,085
|
+112%
|
|
|
13
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$1.54M
|
+$991K
|
+20,080
|
+187%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.19M
|
+$1.13M
|
+22,813
|
+2,435%
|
|
|
15
|
Hilltop Holdings
Dallas,
Texas
|
$1.08M
|
+$70.6K
|
+1,430
|
+7%
|
|
|
16
|
Cetera Advisor Networks
El Segundo,
California
|
$444K
|
+$439K
|
+8,892
|
New
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
$330K
|
+$327K
|
+6,620
|
New
|
|
|
18
|
LPL Financial
San Diego,
California
|
$310K
|
+$306K
|
+6,203
|
New
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$279K
|
+$276K
|
+5,583
|
New
|
|
|
20
|
Naples Global Advisors
Naples,
Florida
|
$256K
|
–
|
–
|
–
|
|
|
21
|
Cetera Advisors
Denver,
Colorado
|
$238K
|
+$236K
|
+4,772
|
New
|
|
|
22
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$24.8K
|
+$24.7K
|
+500
|
New
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
-$1.95M
|
-39,412
|
-100%
|
|
|
24
|
|
$749
|
–
|
–
|
–
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.05M
|
-21,314
|
Closed
|
|
