|
1
|
Allianz Asset Management
Munich,
Germany
|
$7.82M
|
-$16.8M
|
-265,849
|
-69%
|
|
|
2
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$4.48M
|
+$4.24M
|
+67,210
|
New
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$2.45M
|
–
|
–
|
–
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.21M
|
+$1.75M
|
+27,822
|
+517%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$1.34M
|
-$1.1M
|
-17,455
|
-46%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$1.16M
|
+$611K
|
+9,700
|
+127%
|
|
|
7
|
MSI Financial Services
Springfield,
Massachusetts
|
$1.08M
|
+$442K
|
+7,007
|
+77%
|
|
|
8
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$498K
|
+$48.7K
|
+773
|
+12%
|
|
|
9
|
|
$394K
|
+$372K
|
+5,902
|
New
|
|
|
10
|
LPL Financial
San Diego,
California
|
$294K
|
+$25K
|
+396
|
+10%
|
|
|
11
|
Virtu KCG Holdings
New York
|
$287K
|
+$271K
|
+4,303
|
New
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$119K
|
–
|
–
|
–
|
|
|
13
|
Advisory Services Network
Atlanta,
Georgia
|
$90K
|
–
|
–
|
–
|
|
|
14
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$80K
|
+$75.6K
|
+1,200
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$77K
|
-$42.7K
|
-678
|
-37%
|
|
|
16
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$36.4K
|
-$63
|
-1
|
-0.2%
|
|
|
17
|
Next Financial Group
Houston,
Texas
|
$36K
|
–
|
–
|
–
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$9K
|
-$6.62K
|
-105
|
-43%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$9K
|
–
|
–
|
–
|
|
|
20
|
|
$4K
|
+$2.14K
|
+34
|
+110%
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$3K
|
–
|
–
|
–
|
|
|
22
|
|
$1K
|
–
|
–
|
–
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.44M
|
-23,579
|
Closed
|
|
|
24
|
|
–
|
-$61K
|
-1,003
|
Closed
|
|
