|
1
|
Principal Securities
Des Moines,
Iowa
|
$43.5M
|
+$2.16M
|
+103,826
|
+5%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$41.8M
|
+$1.71M
|
+82,019
|
+4%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$13.7M
|
+$14M
|
+673,581
|
New
|
|
|
4
|
Insight Wealth Partners
Plano,
Texas
|
$3.22M
|
+$146K
|
+7,015
|
+5%
|
|
|
5
|
Western Wealth Management
Golden,
Colorado
|
$2.85M
|
-$388K
|
-18,626
|
-12%
|
|
|
6
|
|
$1.38M
|
+$620K
|
+29,777
|
+78%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.12M
|
+$35.6K
|
+1,707
|
+3%
|
|
|
8
|
Principal Financial Group
Des Moines,
Iowa
|
$958K
|
+$981K
|
+47,103
|
New
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$868K
|
+$889K
|
+42,690
|
New
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$641K
|
+$657K
|
+31,538
|
New
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$533K
|
+$248K
|
+11,898
|
+83%
|
|
|
12
|
LVZ Inc
Holland,
Michigan
|
$296K
|
+$8.79K
|
+422
|
+3%
|
|
|
13
|
Callan Capital
La Jolla,
California
|
$239K
|
–
|
–
|
–
|
|
|
14
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$47.8K
|
+$42
|
+2
|
+0.1%
|
|
|
15
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$34.8K
|
+$3.81K
|
+183
|
+12%
|
|
|
16
|
|
$30.6K
|
-$19.9K
|
-957
|
-39%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$18.7K
|
-$12K
|
-575
|
-38%
|
|
|
18
|
Continuum Advisory
Eagle,
Idaho
|
$4.78K
|
–
|
–
|
–
|
|
|
19
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$3.72K
|
-$26.5K
|
-1,272
|
-87%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$20
|
+$21
|
+1
|
New
|
|
|
21
|
|
–
|
-$2.65M
|
-123,865
|
Closed
|
|
|
22
|
|
–
|
-$331K
|
-15,472
|
Closed
|
|
|
23
|
LPL Financial
San Diego,
California
|
–
|
-$207K
|
-9,679
|
Closed
|
|
|
24
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
–
|
-$35K
|
-1,645
|
Closed
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
–
|
-$12.9K
|
-604
|
Closed
|
|
