|
1
|
Principal Securities
Des Moines,
Iowa
|
$53.2M
|
+$8.57M
|
+420,214
|
+20%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$50.6M
|
+$6.91M
|
+338,708
|
+16%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$16.3M
|
+$130K
|
+6,366
|
+0.8%
|
|
|
4
|
Insight Wealth Partners
Plano,
Texas
|
$3.83M
|
+$225K
|
+11,007
|
+6%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.21M
|
+$16.8K
|
+822
|
+1%
|
|
|
6
|
Principal Financial Group
Des Moines,
Iowa
|
$976K
|
–
|
–
|
–
|
|
|
7
|
LPL Financial
San Diego,
California
|
$858K
|
+$1.94K
|
+95
|
+0.2%
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$656K
|
+$82
|
+4
|
+0%
|
|
|
9
|
|
$575K
|
+$564K
|
+27,624
|
New
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$364K
|
+$357K
|
+17,491
|
New
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$255K
|
-$272K
|
-13,341
|
-52%
|
|
|
12
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$249K
|
+$244K
|
+11,950
|
New
|
|
|
13
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$46.1K
|
-$877
|
-43
|
-2%
|
|
|
14
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$35.3K
|
+$3.81K
|
+187
|
+12%
|
|
|
15
|
Hantz Financial Services
Southfield,
Michigan
|
$21K
|
+$20.4K
|
+1,000
|
New
|
|
|
16
|
Private Trust Company
Cleveland,
Ohio
|
$20.8K
|
+$20.4K
|
+1,000
|
New
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$19.1K
|
–
|
–
|
–
|
|
|
18
|
|
$8.15K
|
+$61
|
+3
|
+0.8%
|
|
|
19
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$6.49K
|
+$6.37K
|
+312
|
New
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$4.27K
|
-$6.63K
|
-325
|
-61%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$15
|
–
|
–
|
–
|
|
|
22
|
|
–
|
-$828K
|
-40,062
|
Closed
|
|
|
23
|
Continuum Advisory
Eagle,
Idaho
|
–
|
-$4.86K
|
-235
|
Closed
|
|
