|
1
|
Principal Securities
Des Moines,
Iowa
|
$86.9M
|
+$22M
|
+1,049,107
|
+34%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$84.7M
|
+$22.3M
|
+1,059,325
|
+35%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$19.7M
|
+$1.7M
|
+80,953
|
+9%
|
|
|
4
|
Insight Wealth Partners
Plano,
Texas
|
$4.61M
|
+$540K
|
+25,707
|
+13%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$2.25M
|
+$1.18M
|
+56,370
|
+110%
|
|
|
6
|
|
$1.88M
|
+$1.63M
|
+77,736
|
+627%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.47M
|
+$11K
|
+522
|
+0.7%
|
|
|
8
|
Principal Financial Group
Des Moines,
Iowa
|
$981K
|
–
|
–
|
–
|
|
|
9
|
LPL Financial
San Diego,
California
|
$301K
|
-$139K
|
-6,592
|
-31%
|
|
|
10
|
AlphaCore Capital
La Jolla,
California
|
$246K
|
+$247K
|
+11,762
|
New
|
|
|
11
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$203K
|
+$204K
|
+9,708
|
New
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$194K
|
+$4.71K
|
+224
|
+2%
|
|
|
13
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$53K
|
-$2.23K
|
-106
|
-4%
|
|
|
14
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$31.9K
|
–
|
–
|
–
|
|
|
15
|
Global Retirement Partners
San Rafael,
California
|
$28.2K
|
+$1.03K
|
+49
|
+4%
|
|
|
16
|
Private Trust Company
Cleveland,
Ohio
|
$20.9K
|
–
|
–
|
–
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$19.2K
|
+$19.3K
|
+919
|
New
|
|
|
18
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$272
|
+$273
|
+13
|
New
|
|
|
19
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$167
|
–
|
–
|
–
|
|
|
20
|
|
$43
|
+$42
|
+2
|
New
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$19
|
–
|
–
|
–
|
|
|
22
|
|
–
|
-$745K
|
-35,307
|
Closed
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
–
|
-$573K
|
-27,169
|
Closed
|
|
|
24
|
AE Wealth Management
Topeka,
Kansas
|
–
|
-$81.7K
|
-3,870
|
Closed
|
|
