|
1
|
Principal Financial Group
Des Moines,
Iowa
|
$39.6M
|
+$7.7K
|
+421
|
+0%
|
|
|
2
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$14.5M
|
+$417K
|
+22,787
|
+3%
|
|
|
3
|
Systelligence LLC
Bloomington,
Minnesota
|
$9.67M
|
+$2.31M
|
+126,453
|
+31%
|
|
|
4
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$8.32M
|
+$1.24M
|
+67,864
|
+17%
|
|
|
5
|
|
$3.75M
|
+$3.43M
|
+187,719
|
+932%
|
|
|
6
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.07M
|
+$1.06M
|
+58,056
|
New
|
|
|
7
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.03M
|
+$695K
|
+37,998
|
+200%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$867K
|
+$47.8K
|
+2,613
|
+6%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$745K
|
+$174K
|
+9,487
|
+30%
|
|
|
10
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$605K
|
-$655K
|
-35,821
|
-52%
|
|
|
11
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$605K
|
-$655K
|
-35,821
|
-52%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$514K
|
-$221K
|
-12,069
|
-30%
|
|
|
13
|
GTS Securities
Miami,
Florida
|
$444K
|
+$450K
|
+24,608
|
New
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$264K
|
-$66K
|
-3,608
|
-20%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$221K
|
+$123K
|
+6,744
|
+123%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$202K
|
-$10.3K
|
-563
|
-5%
|
|
|
17
|
PSI Advisors
Tampa,
Florida
|
$190K
|
-$23K
|
-1,258
|
-11%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$74.7K
|
+$68.5K
|
+3,746
|
+953%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$28K
|
+$28.4K
|
+1,550
|
New
|
|
|
20
|
Comerica Bank
Dallas,
Texas
|
$20.3K
|
+$20.5K
|
+1,123
|
New
|
|
|
21
|
|
$11.2K
|
+$11.3K
|
+620
|
New
|
|
|
22
|
Harbour Investments
Madison,
Wisconsin
|
$4.51K
|
–
|
–
|
–
|
|
|
23
|
Tower Research Capital (TRC)
New York
|
$72
|
–
|
–
|
–
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$6
|
-$18
|
-1
|
Closed
|
|
|
25
|
Moran Wealth Management
Naples,
Florida
|
–
|
-$6.05M
|
-329,424
|
Closed
|
|
