|
1
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$10M
|
-$4.17M
|
-157,500
|
-30%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$7.44M
|
+$1.56M
|
+58,986
|
+27%
|
|
|
3
|
Kestra Advisory Services
Austin,
Texas
|
$3.26M
|
+$2.03M
|
+76,628
|
+172%
|
|
|
4
|
Independent Financial Group
San Diego,
California
|
$2.59M
|
+$302K
|
+11,434
|
+13%
|
|
|
5
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.13M
|
+$174K
|
+6,568
|
+9%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.39M
|
-$309K
|
-11,681
|
-18%
|
|
|
7
|
Huntington National Bank
Columbus,
Ohio
|
$1.34M
|
–
|
–
|
–
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$888K
|
+$98.5K
|
+3,726
|
+13%
|
|
|
9
|
Harbour Investments
Madison,
Wisconsin
|
$707K
|
-$2.9M
|
-109,465
|
-81%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$568K
|
+$105K
|
+3,959
|
+23%
|
|
|
11
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$528K
|
+$7.51K
|
+284
|
+1%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$485K
|
+$477K
|
+18,044
|
New
|
|
|
13
|
Centaurus Financial
Anaheim,
California
|
$469K
|
+$66K
|
+2,496
|
+17%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$426K
|
+$166K
|
+6,263
|
+65%
|
|
|
15
|
CreativeOne Wealth
Overland Park,
Kansas
|
$401K
|
–
|
–
|
–
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$252K
|
+$20.8K
|
+785
|
+9%
|
|
|
17
|
Strategic Financial Concepts
San Antonio,
Texas
|
$225K
|
+$221K
|
+8,353
|
New
|
|
|
18
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$203K
|
+$199K
|
+7,536
|
New
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
$13.4K
|
+$2.65K
|
+100
|
+25%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$408K
|
-15,704
|
Closed
|
|
