|
1
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$8.12M
|
-$1.46M
|
-52,500
|
-15%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.59M
|
+$574K
|
+20,658
|
+11%
|
|
|
3
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$2.32M
|
+$324K
|
+11,671
|
+16%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.05M
|
-$171K
|
-6,138
|
-8%
|
|
|
5
|
Atria Wealth Solutions
New York
|
$1.83M
|
-$447K
|
-16,099
|
-19%
|
|
|
6
|
WealthPLAN Partners
Omaha,
Nebraska
|
$1.18M
|
+$789K
|
+28,384
|
+191%
|
|
|
7
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$1.11M
|
-$48.7K
|
-1,753
|
-4%
|
|
|
8
|
Cetera Advisor Networks
El Segundo,
California
|
$1.09M
|
-$11.5M
|
-413,208
|
-91%
|
|
|
9
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.02M
|
+$704K
|
+25,327
|
+206%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$787K
|
-$742K
|
-26,712
|
-48%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$591K
|
+$603K
|
+21,688
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$548K
|
+$3.2K
|
+115
|
+0.6%
|
|
|
13
|
|
$535K
|
+$546K
|
+19,647
|
New
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$293K
|
-$22.2K
|
-800
|
-7%
|
|
|
15
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$263K
|
–
|
–
|
–
|
|
|
16
|
Cetera Advisors
Denver,
Colorado
|
$243K
|
–
|
–
|
–
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$237K
|
+$2.14K
|
+77
|
+0.9%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$220K
|
-$63.7K
|
-2,292
|
-22%
|
|
|
19
|
Harbour Investments
Madison,
Wisconsin
|
$130K
|
–
|
–
|
–
|
|
|
20
|
Centaurus Financial
Anaheim,
California
|
$101K
|
–
|
–
|
–
|
|
|
21
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$32.7K
|
–
|
–
|
–
|
|
|
22
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$3.54K
|
+$3.61K
|
+130
|
New
|
|
|
23
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$436
|
+$445
|
+16
|
New
|
|
|
24
|
Advisornet Financial
Minnetonka,
Minnesota
|
$286
|
+$306
|
+11
|
New
|
|
|
25
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$651K
|
-23,552
|
Closed
|
|
