|
1
|
Franklin Resources
San Mateo,
California
|
$157M
|
-$1.13M
|
-45,470
|
-0.7%
|
|
|
2
|
Marks Wealth
Annapolis,
Maryland
|
$26M
|
+$26.1M
|
+1,054,877
|
New
|
|
|
3
|
Systelligence LLC
Bloomington,
Minnesota
|
$15.3M
|
+$15.4M
|
+621,724
|
New
|
|
|
4
|
Diversified
Wilmington,
Delaware
|
$10.6M
|
+$10.6M
|
+428,384
|
New
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$10M
|
+$4.32M
|
+174,206
|
New
|
|
|
6
|
RWA Wealth Partners
Newton,
Massachusetts
|
$7.89M
|
+$7.93M
|
+319,712
|
New
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.04M
|
+$5.06M
|
+204,189
|
New
|
|
|
8
|
Aire Advisors
Beverly Hills,
California
|
$4.97M
|
+$4.79M
|
+193,163
|
New
|
|
|
9
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$2.55M
|
-$214K
|
-8,625
|
-8%
|
|
|
10
|
|
$2.25M
|
+$2.26M
|
+91,340
|
New
|
|
|
11
|
KCS Wealth Advisory
Los Angeles,
California
|
$1.58M
|
+$25.6K
|
+1,033
|
+2%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$860K
|
+$864K
|
+34,870
|
New
|
|
|
13
|
Strategic Blueprint
Atlanta,
Georgia
|
$677K
|
+$680K
|
+27,417
|
New
|
|
|
14
|
IFP Advisors
Tampa,
Florida
|
$555K
|
+$553K
|
+22,293
|
New
|
|
|
15
|
MGO One Seven
Beachwood,
Ohio
|
$373K
|
+$375K
|
+15,124
|
New
|
|
|
16
|
JT Stratford LLC
Gainesville,
Georgia
|
$347K
|
+$349K
|
+14,077
|
New
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$322K
|
+$324K
|
+13,053
|
New
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$311K
|
–
|
–
|
–
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$271K
|
-$225K
|
-9,063
|
-45%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$268K
|
-$449K
|
-18,103
|
-63%
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$251K
|
+$252K
|
+10,172
|
New
|
|
|
22
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$233K
|
-$35.2K
|
-1,420
|
-13%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$209K
|
–
|
–
|
–
|
|
|
24
|
Penserra Capital Management
Orinda,
California
|
$208K
|
+$210K
|
+8,470
|
New
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$204K
|
+$205K
|
+8,263
|
New
|
|
