|
1
|
Principal Securities
Des Moines,
Iowa
|
$133M
|
+$32.7M
|
+1,585,178
|
+33%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$131M
|
+$32.5M
|
+1,573,300
|
+33%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$21.3M
|
+$1.57M
|
+76,175
|
+8%
|
|
|
4
|
Spartan Wealth Advisory Services LLC
Bingham Farms,
Michigan
|
$10.8M
|
+$321K
|
+15,575
|
+3%
|
|
|
5
|
Insight Wealth Partners
Plano,
Texas
|
$5.31M
|
+$624K
|
+30,221
|
+13%
|
|
|
6
|
Legacy Financial Independent Advisors
Louisville,
Kentucky
|
$5.04M
|
+$86.8K
|
+4,206
|
+2%
|
|
|
7
|
Western Wealth Management
Golden,
Colorado
|
$4.52M
|
+$1.74M
|
+84,473
|
+63%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.44M
|
+$865K
|
+41,919
|
+55%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$1.99M
|
–
|
–
|
–
|
|
|
10
|
Principal Financial Group
Des Moines,
Iowa
|
$972K
|
–
|
–
|
–
|
|
|
11
|
|
$645K
|
-$1.35M
|
-65,500
|
-68%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$323K
|
+$2.66K
|
+129
|
+0.8%
|
|
|
13
|
AlphaCore Capital
La Jolla,
California
|
$243K
|
–
|
–
|
–
|
|
|
14
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$201K
|
+$289
|
+14
|
+0.1%
|
|
|
15
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$31.6K
|
–
|
–
|
–
|
|
|
16
|
Private Trust Company
Cleveland,
Ohio
|
$20.7K
|
–
|
–
|
–
|
|
|
17
|
|
$16.7K
|
+$16.6K
|
+804
|
+40,200%
|
|
|
18
|
Global Retirement Partners
San Rafael,
California
|
$11.8K
|
+$11.8K
|
+571
|
New
|
|
|
19
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$5.31K
|
+$5.04K
|
+244
|
+1,877%
|
|
|
20
|
Continuum Advisory
Eagle,
Idaho
|
$1.61K
|
+$1.61K
|
+78
|
New
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$8
|
–
|
–
|
–
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.13M
|
-54,980
|
Closed
|
|
|
23
|
|
–
|
-$748K
|
-36,230
|
Closed
|
|
|
24
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
–
|
-$50.2K
|
-2,441
|
Closed
|
|
|
25
|
IFP Advisors
Tampa,
Florida
|
–
|
-$5.01K
|
-243
|
Closed
|
|
