|
1
|
Principal Financial Group
Des Moines,
Iowa
|
$42.5M
|
+$1.05M
|
+57,452
|
+3%
|
|
|
2
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$15.3M
|
+$167K
|
+9,113
|
+1%
|
|
|
3
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$14.1M
|
+$13.7M
|
+751,304
|
New
|
|
|
4
|
Systelligence LLC
Bloomington,
Minnesota
|
$9.26M
|
-$814K
|
-44,496
|
-8%
|
|
|
5
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$9.07M
|
+$368K
|
+20,128
|
+4%
|
|
|
6
|
Strategic Planning Group
Bountiful,
Utah
|
$6.43M
|
+$6.24M
|
+341,073
|
New
|
|
|
7
|
Cedar Point Capital Partners
Cedar Rapids,
Iowa
|
$4.71M
|
+$4.57M
|
+249,749
|
New
|
|
|
8
|
Principal Securities
Des Moines,
Iowa
|
$4.44M
|
+$4.3M
|
+235,322
|
New
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.82M
|
+$1.86M
|
+101,660
|
+212%
|
|
|
10
|
Fortress Wealth Management
Culver City,
California
|
$2.47M
|
+$2.39M
|
+130,766
|
New
|
|
|
11
|
AJ Advisors
Nashville,
Tennessee
|
$1.99M
|
+$1.93M
|
+105,456
|
New
|
|
|
12
|
|
$1.7M
|
-$2.15M
|
-117,795
|
-57%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$740K
|
-$37.4K
|
-2,044
|
-5%
|
|
|
14
|
Kestra Private Wealth Services
Austin,
Texas
|
$638K
|
+$619K
|
+33,830
|
New
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$626K
|
-$9.51K
|
-520
|
-2%
|
|
|
16
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$626K
|
-$9.51K
|
-520
|
-2%
|
|
|
17
|
Focus Financial Network
Minneapolis,
Minnesota
|
$516K
|
+$497K
|
+27,203
|
New
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$494K
|
-$41.8K
|
-2,286
|
-8%
|
|
|
19
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$480K
|
+$464K
|
+25,376
|
New
|
|
|
20
|
Ocean Park Asset Management
Santa Monica,
California
|
$415K
|
+$402K
|
+21,978
|
New
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$313K
|
-$739K
|
-40,394
|
-71%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$252K
|
-$22.4K
|
-1,227
|
-8%
|
|
|
23
|
GTS Securities
Miami,
Florida
|
$241K
|
-$217K
|
-11,850
|
-48%
|
|
|
24
|
PSI Advisors
Tampa,
Florida
|
$198K
|
-$311
|
-17
|
-0.2%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$177K
|
-$33.9K
|
-1,852
|
-17%
|
|
