|
1
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$4.79M
|
-$538K
|
-20,000
|
-10%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.16M
|
+$210K
|
+7,824
|
+11%
|
|
|
3
|
Atria Wealth Solutions
New York
|
$2M
|
+$1.95M
|
+72,473
|
New
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$895K
|
+$491K
|
+18,251
|
+129%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$642K
|
+$311K
|
+11,563
|
+99%
|
|
|
6
|
Prospera Financial Services
Dallas,
Texas
|
$632K
|
–
|
–
|
–
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$528K
|
+$129K
|
+4,806
|
+33%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$402K
|
-$324K
|
-12,038
|
-45%
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$356K
|
+$347K
|
+12,900
|
New
|
|
|
10
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$234K
|
+$228K
|
+8,471
|
New
|
|
|
11
|
Harbour Investments
Madison,
Wisconsin
|
$27.1K
|
–
|
–
|
–
|
|
|
12
|
International Assets Investment Management
Orlando,
Florida
|
$13K
|
+$12.6K
|
+470
|
New
|
|
|
13
|
|
–
|
-$569K
|
-21,321
|
Closed
|
|
|
14
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$540K
|
-20,258
|
Closed
|
|
|
15
|
|
–
|
-$224K
|
-8,397
|
Closed
|
|
