|
1
|
Principal Securities
Des Moines,
Iowa
|
$65.6M
|
+$11.5M
|
+550,679
|
+22%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$63.2M
|
+$11.8M
|
+566,045
|
+23%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$18.2M
|
+$1.69M
|
+81,107
|
+10%
|
|
|
4
|
Insight Wealth Partners
Plano,
Texas
|
$4.11M
|
+$225K
|
+10,789
|
+6%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.47M
|
+$238K
|
+11,449
|
+20%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$1.09M
|
+$415K
|
+19,912
|
+63%
|
|
|
7
|
Principal Financial Group
Des Moines,
Iowa
|
$991K
|
–
|
–
|
–
|
|
|
8
|
|
$745K
|
+$160K
|
+7,683
|
+28%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$573K
|
+$202K
|
+9,678
|
+55%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$443K
|
-$422K
|
-20,246
|
-49%
|
|
|
11
|
|
$262K
|
+$258K
|
+12,401
|
New
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$192K
|
-$66.2K
|
-3,181
|
-26%
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
$81.7K
|
+$80.6K
|
+3,870
|
New
|
|
|
14
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$55.3K
|
+$8.75K
|
+420
|
+19%
|
|
|
15
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$32.1K
|
-$3.81K
|
-183
|
-11%
|
|
|
16
|
Global Retirement Partners
San Rafael,
California
|
$27.4K
|
+$27.1K
|
+1,300
|
New
|
|
|
17
|
Private Trust Company
Cleveland,
Ohio
|
$21.1K
|
–
|
–
|
–
|
|
|
18
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$169
|
-$6.33K
|
-304
|
-97%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$15
|
–
|
–
|
–
|
|
|
20
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
–
|
-$249K
|
-11,950
|
Closed
|
|
|
21
|
Hantz Financial Services
Southfield,
Michigan
|
–
|
-$21K
|
-1,000
|
Closed
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$19.1K
|
-919
|
Closed
|
|
|
23
|
|
–
|
-$8.15K
|
-391
|
Closed
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
–
|
-$4.27K
|
-205
|
Closed
|
|
