|
1
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$15.5M
|
-$1.26M
|
-45,000
|
-7%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.58M
|
+$2.03M
|
+72,197
|
+25%
|
|
|
3
|
AE Wealth Management
Topeka,
Kansas
|
$5.15M
|
+$5.41M
|
+192,723
|
New
|
|
|
4
|
Sentinus LLC
Oak Brook,
Illinois
|
$4.14M
|
+$4.09M
|
+145,687
|
New
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.39M
|
+$793K
|
+28,260
|
+119%
|
|
|
6
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.19M
|
+$1.26M
|
+44,734
|
New
|
|
|
7
|
Cetera Advisor Networks
El Segundo,
California
|
$1.1M
|
+$354K
|
+12,608
|
+44%
|
|
|
8
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$997K
|
-$19.3K
|
-688
|
-2%
|
|
|
9
|
American Portfolios Advisors
Holbrook,
New York
|
$937K
|
+$966K
|
+34,406
|
+5,023%
|
|
|
10
|
Atria Wealth Solutions
New York
|
$664K
|
+$188K
|
+6,679
|
+37%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$462K
|
+$485K
|
+17,288
|
New
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$437K
|
+$459K
|
+16,360
|
New
|
|
|
13
|
Cetera Advisors
Denver,
Colorado
|
$215K
|
+$226K
|
+8,040
|
New
|
|
|
14
|
Advisornet Financial
Minnetonka,
Minnesota
|
$45K
|
+$40K
|
+1,425
|
+570%
|
|
|
15
|
Creative Financial Designs
Kokomo,
Indiana
|
$24K
|
+$25.3K
|
+900
|
New
|
|
|
16
|
Harbour Investments
Madison,
Wisconsin
|
$5K
|
–
|
–
|
–
|
|
|
17
|
|
–
|
-$361K
|
-13,366
|
Closed
|
|
|
18
|
Blue Barn Wealth
Orem,
Utah
|
–
|
-$249K
|
-9,203
|
Closed
|
|
|
19
|
TownSquare Capital
Provo,
Utah
|
–
|
-$249K
|
-9,203
|
Closed
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
–
|
-$6K
|
-208
|
Closed
|
|
