|
1
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$8.95M
|
–
|
–
|
–
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.29M
|
-$197K
|
-8,654
|
-4%
|
|
|
3
|
Cetera Advisor Networks
El Segundo,
California
|
$2.56M
|
+$743K
|
+32,537
|
+40%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.53M
|
+$858K
|
+37,618
|
+50%
|
|
|
5
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$1.02M
|
-$111K
|
-4,882
|
-10%
|
|
|
6
|
Atria Wealth Solutions
New York
|
$949K
|
+$103K
|
+4,505
|
+12%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$824K
|
-$24.7K
|
-1,084
|
-3%
|
|
|
8
|
|
$323K
|
-$311K
|
-13,627
|
-49%
|
|
|
9
|
WealthPLAN Partners
Omaha,
Nebraska
|
$320K
|
+$310K
|
+13,573
|
New
|
|
|
10
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$319K
|
-$7.32K
|
-321
|
-2%
|
|
|
11
|
Harbour Investments
Madison,
Wisconsin
|
$301K
|
-$13.8K
|
-605
|
-4%
|
|
|
12
|
Retirement Group
San Diego,
California
|
$140K
|
+$115K
|
+5,052
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$20.6K
|
+$14.7K
|
+646
|
+238%
|
|
|
14
|
IFP Advisors
Tampa,
Florida
|
$9K
|
–
|
–
|
–
|
|
|
15
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$557K
|
-25,458
|
Closed
|
|
