|
1
|
Principal Securities
Des Moines,
Iowa
|
$100M
|
+$14.5M
|
+695,053
|
+17%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$98M
|
+$14.4M
|
+692,541
|
+17%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$19.7M
|
+$187K
|
+8,965
|
+0.9%
|
|
|
4
|
Spartan Wealth Advisory Services LLC
Bingham Farms,
Michigan
|
$10.5M
|
+$10.6M
|
+509,255
|
New
|
|
|
5
|
Legacy Financial Independent Advisors
Louisville,
Kentucky
|
$4.94M
|
+$5M
|
+239,466
|
New
|
|
|
6
|
Insight Wealth Partners
Plano,
Texas
|
$4.68M
|
+$126K
|
+6,038
|
+3%
|
|
|
7
|
Western Wealth Management
Golden,
Colorado
|
$2.77M
|
+$2.8M
|
+134,126
|
New
|
|
|
8
|
|
$2M
|
+$137K
|
+6,578
|
+7%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$1.99M
|
-$242K
|
-11,603
|
-11%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.57M
|
+$123K
|
+5,881
|
+8%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$1.13M
|
+$1.15M
|
+54,980
|
New
|
|
|
12
|
Principal Financial Group
Des Moines,
Iowa
|
$969K
|
–
|
–
|
–
|
|
|
13
|
|
$748K
|
+$756K
|
+36,230
|
New
|
|
|
14
|
LPL Financial
San Diego,
California
|
$320K
|
+$22.9K
|
+1,097
|
+8%
|
|
|
15
|
AlphaCore Capital
La Jolla,
California
|
$243K
|
–
|
–
|
–
|
|
|
16
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$201K
|
+$167
|
+8
|
+0.1%
|
|
|
17
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$50.2K
|
-$1.88K
|
-90
|
-4%
|
|
|
18
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$31.2K
|
–
|
–
|
–
|
|
|
19
|
Private Trust Company
Cleveland,
Ohio
|
$20.6K
|
–
|
–
|
–
|
|
|
20
|
IFP Advisors
Tampa,
Florida
|
$5.01K
|
+$5.07K
|
+243
|
New
|
|
|
21
|
Golden State Equity Partners
South Coast Metro,
California
|
$515
|
+$522
|
+25
|
New
|
|
|
22
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$268
|
–
|
–
|
–
|
|
|
23
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$165
|
–
|
–
|
–
|
|
|
24
|
|
$43
|
–
|
–
|
–
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$4
|
-$21
|
-1
|
Closed
|
|
