|
1
|
Principal Securities
Des Moines,
Iowa
|
$38.8M
|
+$3.58M
|
+175,812
|
+10%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$37.9M
|
+$3.01M
|
+148,165
|
+9%
|
|
|
3
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.3M
|
-$198K
|
-9,742
|
-2%
|
|
|
4
|
Insight Wealth Partners
Plano,
Texas
|
$1.78M
|
+$98.3K
|
+4,835
|
+6%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.03M
|
+$57.7K
|
+2,835
|
+6%
|
|
|
6
|
|
$450K
|
-$3.61M
|
-177,598
|
-89%
|
|
|
7
|
LVZ Inc
Holland,
Michigan
|
$340K
|
-$14.9K
|
-735
|
-4%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$290K
|
-$51.6K
|
-2,537
|
-15%
|
|
|
9
|
Callan Capital
La Jolla,
California
|
$241K
|
–
|
–
|
–
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$234K
|
+$8.64K
|
+425
|
+4%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$223K
|
-$89.4K
|
-4,398
|
-29%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$215K
|
+$214K
|
+10,500
|
New
|
|
|
13
|
City Center Advisors LLC
Troy,
Michigan
|
$201K
|
–
|
–
|
–
|
|
|
14
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$49.9K
|
-$997
|
-49
|
-2%
|
|
|
15
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$45.5K
|
+$45K
|
+2,215
|
New
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$30.6K
|
–
|
–
|
–
|
|
|
17
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$29.8K
|
–
|
–
|
–
|
|
|
18
|
|
$19.9K
|
-$549
|
-27
|
-3%
|
|
|
19
|
|
$16.6K
|
+$16.5K
|
+812
|
New
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$12.4K
|
+$12.3K
|
+604
|
New
|
|
|
21
|
Continuum Advisory
Eagle,
Idaho
|
$4.81K
|
–
|
–
|
–
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$1.27K
|
-$12.5K
|
-613
|
-91%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$13
|
+$20
|
+1
|
New
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$664K
|
-32,142
|
Closed
|
|
|
25
|
Atria Wealth Solutions
New York
|
–
|
-$218K
|
-10,575
|
Closed
|
|
