|
1
|
Principal Financial Group
Des Moines,
Iowa
|
$40.3M
|
+$365
|
+20
|
+0%
|
|
|
2
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$14.3M
|
+$14.2M
|
+779,847
|
New
|
|
|
3
|
Systelligence LLC
Bloomington,
Minnesota
|
$7.51M
|
+$7.47M
|
+409,044
|
New
|
|
|
4
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$7.21M
|
+$7.18M
|
+392,866
|
New
|
|
|
5
|
Moran Wealth Management
Naples,
Florida
|
$6.05M
|
+$6.02M
|
+329,424
|
New
|
|
|
6
|
AJ Advisors
Nashville,
Tennessee
|
$2.33M
|
-$77K
|
-4,214
|
-3%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.27M
|
+$622K
|
+34,030
|
+96%
|
|
|
8
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.27M
|
+$622K
|
+34,030
|
+96%
|
|
|
9
|
Activest Wealth Management
Aventure,
Florida
|
$1.12M
|
+$1.14M
|
+62,662
|
New
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$833K
|
+$140K
|
+7,663
|
+20%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$744K
|
+$5.43K
|
+297
|
+0.7%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$584K
|
+$62.1K
|
+3,399
|
+12%
|
|
|
13
|
|
$370K
|
-$2.66M
|
-145,637
|
-88%
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$349K
|
+$4.57K
|
+250
|
+1%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$334K
|
–
|
–
|
–
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$216K
|
-$23.7K
|
-1,296
|
-10%
|
|
|
17
|
PSI Advisors
Tampa,
Florida
|
$216K
|
-$42.5K
|
-2,324
|
-17%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$101K
|
+$39.3K
|
+2,152
|
+65%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$7.21K
|
-$33K
|
-1,809
|
-82%
|
|
|
20
|
Harbour Investments
Madison,
Wisconsin
|
$4.59K
|
–
|
–
|
–
|
|
|
21
|
Tower Research Capital (TRC)
New York
|
$73
|
–
|
–
|
–
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$16
|
+$18
|
+1
|
New
|
|
|
23
|
Davenport & Co
Richmond,
Virginia
|
–
|
-$199K
|
-10,880
|
Closed
|
|
|
24
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$164K
|
-8,947
|
Closed
|
|
