|
1
|
Principal Financial Group
Des Moines,
Iowa
|
$423M
|
+$122M
|
+2,947,405
|
+47%
|
|
|
2
|
Principal Securities
Des Moines,
Iowa
|
$9.49M
|
+$8.56M
|
+206,416
|
New
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.69M
|
+$7.84M
|
+188,987
|
New
|
|
|
4
|
LPL Financial
San Diego,
California
|
$4.54M
|
+$2.09M
|
+50,506
|
+105%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.41M
|
+$3.98M
|
+96,019
|
New
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$3.49M
|
-$205K
|
-4,950
|
-6%
|
|
|
7
|
|
$2.38M
|
+$254K
|
+6,121
|
+13%
|
|
|
8
|
Mutual Advisors
Omaha,
Nebraska
|
$1.71M
|
-$296K
|
-7,140
|
-16%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.27M
|
-$16.2K
|
-391
|
-1%
|
|
|
10
|
|
$441K
|
+$398K
|
+9,593
|
New
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$345K
|
+$311K
|
+7,506
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$63.1K
|
+$36.5K
|
+879
|
+178%
|
|
|
13
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$48.6K
|
+$43.4K
|
+1,046
|
New
|
|
|
14
|
Global Retirement Partners
San Rafael,
California
|
$27K
|
–
|
–
|
–
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$7.4K
|
+$6.68K
|
+161
|
New
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.52K
|
-$1.89M
|
-45,553
|
-100%
|
|
|
17
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$588K
|
-14,377
|
Closed
|
|
|
18
|
AssetMark Inc
Concord,
California
|
–
|
-$3.39K
|
-83
|
Closed
|
|
