|
1
|
Franklin Resources
San Mateo,
California
|
$224M
|
+$2.59K
|
+108
|
+0%
|
|
|
2
|
New York Life Investment Management
New York
|
$63.3M
|
+$62.5M
|
+2,612,190
|
New
|
|
|
3
|
Hantz Financial Services
Southfield,
Michigan
|
$57.1M
|
+$3.31M
|
+138,159
|
+6%
|
|
|
4
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$37.3M
|
+$518K
|
+21,653
|
+1%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$30.3M
|
-$190K
|
-7,915
|
-0.6%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.2M
|
-$1.78M
|
-74,337
|
-9%
|
|
|
7
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$17.8M
|
+$3.47M
|
+144,939
|
+25%
|
|
|
8
|
Bank of New York Mellon
New York
|
$16.5M
|
-$517K
|
-21,591
|
-3%
|
|
|
9
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$16.2M
|
+$858K
|
+35,836
|
+6%
|
|
|
10
|
Dorval Corp
Maple Grove,
Minnesota
|
$14.8M
|
-$2.26M
|
-94,235
|
-13%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.6M
|
+$3.95M
|
+164,980
|
+41%
|
|
|
12
|
Prentice Wealth Management
Rochester,
New York
|
$12.9M
|
-$5.71M
|
-238,626
|
-31%
|
|
|
13
|
Ashford Capital Management
Wilmington,
Delaware
|
$11.3M
|
+$11.2M
|
+467,284
|
New
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$10.7M
|
+$1.74M
|
+72,575
|
+20%
|
|
|
15
|
Sage Advisory Services
Austin,
Texas
|
$9M
|
+$443K
|
+18,506
|
+5%
|
|
|
16
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$8.64M
|
+$8.54M
|
+356,750
|
New
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.51M
|
-$2.3M
|
-96,075
|
-21%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$8.46M
|
-$16.3M
|
-680,241
|
-66%
|
|
|
19
|
Calamos Advisors
Naperville,
Illinois
|
$7.39M
|
-$12.3M
|
-515,265
|
-63%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.38M
|
-$186K
|
-7,778
|
-3%
|
|
|
21
|
Aire Advisors
Beverly Hills,
California
|
$6.28M
|
-$56.3K
|
-2,350
|
-0.9%
|
|
|
22
|
Independence Financial Advisors
Franklin,
New Hampshire
|
$5.64M
|
+$167K
|
+6,990
|
+3%
|
|
|
23
|
Ocean Park Asset Management
Santa Monica,
California
|
$5.18M
|
–
|
–
|
–
|
|
|
24
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$5.1M
|
-$705K
|
-29,442
|
-12%
|
|
|
25
|
Fifth Third Securities
Cincinnati,
Ohio
|
$5.07M
|
-$16.4K
|
-685
|
-0.3%
|
|
