|
1
|
New York Life Investment Management
New York
|
$97.8M
|
+$36.1M
|
+1,571,463
|
+58%
|
|
|
2
|
Hantz Financial Services
Southfield,
Michigan
|
$85.6M
|
-$2.09M
|
-91,140
|
-2%
|
|
|
3
|
Bank of New York Mellon
New York
|
$40M
|
-$4.32M
|
-188,091
|
-10%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$28.3M
|
-$1.01M
|
-43,751
|
-3%
|
|
|
5
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$25.9M
|
+$2.11M
|
+91,764
|
+9%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.4M
|
-$1.85M
|
-80,402
|
-7%
|
|
|
7
|
Franklin Resources
San Mateo,
California
|
$20.8M
|
+$250K
|
+10,894
|
+1%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$20.1M
|
+$415K
|
+18,052
|
+2%
|
|
|
9
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$19.1M
|
+$2.25M
|
+97,688
|
+13%
|
|
|
10
|
Sage Advisory Services
Austin,
Texas
|
$15.9M
|
-$507K
|
-22,077
|
-3%
|
|
|
11
|
Prentice Wealth Management
Rochester,
New York
|
$14.8M
|
+$1.45M
|
+62,879
|
+11%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$14.6M
|
-$1.6M
|
-69,795
|
-10%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$12.6M
|
+$1.47M
|
+64,165
|
+13%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$11.7M
|
+$1.71M
|
+74,331
|
+17%
|
|
|
15
|
Dorval Corp
Maple Grove,
Minnesota
|
$7.93M
|
+$180K
|
+7,830
|
+2%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.92M
|
+$245K
|
+10,668
|
+3%
|
|
|
17
|
Independence Financial Advisors
Franklin,
New Hampshire
|
$6.85M
|
+$557K
|
+24,213
|
+9%
|
|
|
18
|
Fifth Third Securities
Cincinnati,
Ohio
|
$6.63M
|
+$1.37M
|
+59,611
|
+26%
|
|
|
19
|
Aire Advisors
Beverly Hills,
California
|
$6.25M
|
+$152K
|
+6,626
|
+2%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.09M
|
+$651K
|
+28,326
|
+12%
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$5.43M
|
+$481K
|
+20,906
|
+10%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$4.86M
|
+$279K
|
+12,141
|
+6%
|
|
|
23
|
Advisory Services Network
Atlanta,
Georgia
|
$4.67M
|
+$4.68M
|
+203,666
|
New
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$4.38M
|
+$718K
|
+31,216
|
+20%
|
|
|
25
|
Mission Hills Financial Advisory
San Diego,
California
|
$4.36M
|
-$297K
|
-12,903
|
-6%
|
|
