|
1
|
Hantz Financial Services
Southfield,
Michigan
|
$88M
|
+$32.1M
|
+1,385,884
|
+57%
|
|
|
2
|
New York Life Investment Management
New York
|
$62M
|
+$745K
|
+32,203
|
+1%
|
|
|
3
|
Bank of New York Mellon
New York
|
$44.5M
|
+$38.8M
|
+1,677,153
|
+655%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$29.4M
|
-$2.39M
|
-103,103
|
-7%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.3M
|
+$12.4M
|
+534,337
|
+88%
|
|
|
6
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$23.9M
|
-$3.56M
|
-153,750
|
-13%
|
|
|
7
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$23.8M
|
-$3.4M
|
-147,080
|
-12%
|
|
|
8
|
Franklin Resources
San Mateo,
California
|
$20.6M
|
-$97M
|
-4,188,653
|
-82%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$19.7M
|
+$11.1M
|
+478,783
|
+126%
|
|
|
10
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$16.9M
|
+$1.73M
|
+74,864
|
+11%
|
|
|
11
|
Sage Advisory Services
Austin,
Texas
|
$16.5M
|
+$7.56M
|
+326,623
|
+84%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$16.3M
|
-$8.89M
|
-383,845
|
-35%
|
|
|
13
|
Prentice Wealth Management
Rochester,
New York
|
$13.4M
|
+$29.4K
|
+1,269
|
+0.2%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$11.1M
|
-$944K
|
-40,777
|
-8%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$10M
|
+$1.64M
|
+70,667
|
+19%
|
|
|
16
|
Dorval Corp
Maple Grove,
Minnesota
|
$7.78M
|
+$97.4K
|
+4,209
|
+1%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.7M
|
+$5.38M
|
+232,329
|
+227%
|
|
|
18
|
Independence Financial Advisors
Franklin,
New Hampshire
|
$6.32M
|
+$282K
|
+12,165
|
+5%
|
|
|
19
|
Aire Advisors
Beverly Hills,
California
|
$6.12M
|
+$142K
|
+6,141
|
+2%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.46M
|
-$2.13M
|
-92,075
|
-28%
|
|
|
21
|
Fifth Third Securities
Cincinnati,
Ohio
|
$5.28M
|
+$65.9K
|
+2,848
|
+1%
|
|
|
22
|
|
$5.15M
|
+$430K
|
+18,571
|
+9%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$5.08M
|
+$430K
|
+18,586
|
+9%
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
$4.97M
|
+$40.1K
|
+1,733
|
+0.8%
|
|
|
25
|
Mission Hills Financial Advisory
San Diego,
California
|
$4.67M
|
+$178K
|
+7,673
|
+4%
|
|
