|
1
|
Principal Financial Group
Des Moines,
Iowa
|
$861M
|
+$145K
|
+4,015
|
+0%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$45.8M
|
+$8.44M
|
+233,228
|
+23%
|
|
|
3
|
Segment Wealth Management
Houston,
Texas
|
$5.71M
|
-$301K
|
-8,330
|
-5%
|
|
|
4
|
NewEdge Advisors
New Orleans,
Louisiana
|
$5.5M
|
+$898K
|
+24,816
|
+9%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$5.19M
|
-$401K
|
-11,075
|
-7%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$3.73M
|
+$29.8K
|
+825
|
+0.8%
|
|
|
7
|
|
$2.83M
|
-$84.4K
|
-2,334
|
-3%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.86M
|
+$1.45M
|
+39,983
|
+345%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.29M
|
-$58.6K
|
-1,619
|
-4%
|
|
|
10
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.28M
|
-$67.9K
|
-1,876
|
-5%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.15M
|
+$10.2K
|
+282
|
+0.9%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$1.12M
|
-$1.01M
|
-27,889
|
-47%
|
|
|
13
|
|
$946K
|
-$271K
|
-7,503
|
-22%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$904K
|
+$907K
|
+25,061
|
New
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$684K
|
-$51.4K
|
-1,422
|
-7%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$606K
|
+$7.02K
|
+194
|
+1%
|
|
|
17
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$552K
|
+$513K
|
+14,193
|
New
|
|
|
18
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$265K
|
+$3.8K
|
+105
|
+1%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$255K
|
-$184K
|
-5,097
|
-42%
|
|
|
20
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$79.7K
|
–
|
–
|
–
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$65K
|
-$38.8K
|
-1,073
|
-37%
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
$1.15K
|
–
|
–
|
–
|
|
|
23
|
|
–
|
-$1K
|
-32
|
Closed
|
|
