|
1
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$21.5M
|
–
|
–
|
–
|
|
|
2
|
LPL Financial
San Diego,
California
|
$11.6M
|
+$2.75M
|
+166,713
|
+33%
|
|
|
3
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$4.12M
|
+$97.2K
|
+5,896
|
+3%
|
|
|
4
|
RWA Wealth Partners
Newton,
Massachusetts
|
$3.2M
|
+$132K
|
+7,977
|
+4%
|
|
|
5
|
|
$1.38M
|
+$756K
|
+45,817
|
+134%
|
|
|
6
|
Tolleson Wealth Management
Dallas,
Texas
|
$595K
|
+$9.89K
|
+600
|
+2%
|
|
|
7
|
Verus Capital Partners
Scottsdale,
Arizona
|
$237K
|
+$227K
|
+13,741
|
New
|
|
|
8
|
NewEdge Advisors
New Orleans,
Louisiana
|
$52.2K
|
+$9.89K
|
+600
|
+25%
|
|
|
9
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$29.1K
|
–
|
–
|
–
|
|
|
10
|
ICA Group Wealth Management
Denver,
Colorado
|
$6.55K
|
+$6.27K
|
+380
|
New
|
|
|
11
|
Global Retirement Partners
San Rafael,
California
|
$6.11K
|
+$1.5K
|
+91
|
+34%
|
|
|
12
|
New England Asset Management
Farmington,
Connecticut
|
$5.17K
|
–
|
–
|
–
|
|
|
13
|
Private Trust Company
Cleveland,
Ohio
|
$1.72K
|
–
|
–
|
–
|
|
|
14
|
PFG Investments
Woodbury,
New York
|
–
|
-$174K
|
-10,675
|
Closed
|
|
