|
1
|
Principal Securities
Des Moines,
Iowa
|
$43.5M
|
–
|
–
|
–
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$43.2M
|
+$758K
|
+36,892
|
+2%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$16M
|
+$2.1M
|
+102,055
|
+15%
|
|
|
4
|
Insight Wealth Partners
Plano,
Texas
|
$3.58M
|
+$304K
|
+14,786
|
+9%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.19M
|
+$42.9K
|
+2,089
|
+4%
|
|
|
6
|
Principal Financial Group
Des Moines,
Iowa
|
$971K
|
–
|
–
|
–
|
|
|
7
|
LPL Financial
San Diego,
California
|
$850K
|
+$845K
|
+41,146
|
New
|
|
|
8
|
|
$828K
|
+$823K
|
+40,062
|
New
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$652K
|
+$62
|
+3
|
+0%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$529K
|
-$12.7K
|
-618
|
-2%
|
|
|
11
|
Callan Capital
La Jolla,
California
|
$243K
|
–
|
–
|
–
|
|
|
12
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$46.7K
|
-$1.83K
|
-89
|
-4%
|
|
|
13
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$31.4K
|
-$3.76K
|
-183
|
-11%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$19K
|
–
|
–
|
–
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$11K
|
+$10.9K
|
+530
|
New
|
|
|
16
|
|
$8.03K
|
-$22.9K
|
-1,117
|
-74%
|
|
|
17
|
Continuum Advisory
Eagle,
Idaho
|
$4.86K
|
–
|
–
|
–
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$12
|
–
|
–
|
–
|
|
|
19
|
Western Wealth Management
Golden,
Colorado
|
–
|
-$2.85M
|
-140,147
|
Closed
|
|
|
20
|
|
–
|
-$1.38M
|
-67,783
|
Closed
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
–
|
-$868K
|
-42,690
|
Closed
|
|
|
22
|
LVZ Inc
Holland,
Michigan
|
–
|
-$296K
|
-14,543
|
Closed
|
|
|
23
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
–
|
-$3.72K
|
-183
|
Closed
|
|
