|
1
|
Principal Securities
Des Moines,
Iowa
|
$8.75M
|
+$258K
|
+3,482
|
+3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.74M
|
+$475K
|
+6,408
|
+7%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$3.85M
|
-$41.6K
|
-562
|
-1%
|
|
|
4
|
Golden State Wealth Management
Santa Ana,
California
|
$1.79M
|
-$162K
|
-2,193
|
-8%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.64M
|
-$424K
|
-5,727
|
-20%
|
|
|
6
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$609K
|
+$43.7K
|
+590
|
+7%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$562K
|
+$67.6K
|
+913
|
+13%
|
|
|
8
|
Principal Financial Group
Des Moines,
Iowa
|
$434K
|
+$80.7K
|
+1,090
|
+21%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$427K
|
–
|
–
|
–
|
|
|
10
|
Prospera Financial Services
Dallas,
Texas
|
$397K
|
+$74
|
+1
|
+0%
|
|
|
11
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$362K
|
+$17.7K
|
+239
|
+5%
|
|
|
12
|
Koshinski Asset Management
Decatur,
Illinois
|
$266K
|
–
|
–
|
–
|
|
|
13
|
|
$193K
|
-$7.55K
|
-102
|
-4%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$98.3K
|
-$3.41K
|
-46
|
-3%
|
|
|
15
|
Farther Finance Advisors
San Francisco,
California
|
$41.9K
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$23.8K
|
+$2.37K
|
+32
|
+10%
|
|
|
17
|
|
$13.8K
|
+$15.1K
|
+204
|
New
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$47
|
+$74
|
+1
|
New
|
|
|
19
|
Two Sigma Investments
New York
|
–
|
-$725K
|
-9,500
|
Closed
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
–
|
-$313K
|
-4,103
|
Closed
|
|
|
21
|
Abacus Wealth Partners
Santa Monica,
California
|
–
|
-$212K
|
-2,774
|
Closed
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$65K
|
-852
|
Closed
|
|
