|
1
|
Franklin Resources
San Mateo,
California
|
$1.34B
|
-$124M
|
-5,142,165
|
-8%
|
|
|
2
|
Bogart Wealth LLC
Mclean,
Virginia
|
$38.7M
|
+$846K
|
+35,037
|
+2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$23M
|
-$2.41M
|
-99,923
|
-9%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.42M
|
-$989K
|
-40,971
|
-15%
|
|
|
5
|
|
$3.85M
|
-$55.2K
|
-2,288
|
-1%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.77M
|
-$1.04M
|
-43,144
|
-21%
|
|
|
7
|
American Portfolios Advisors
Holbrook,
New York
|
$1.28M
|
+$37.7K
|
+1,563
|
+3%
|
|
|
8
|
Prospera Financial Services
Dallas,
Texas
|
$592K
|
-$106K
|
-4,396
|
-15%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$550K
|
-$6.91K
|
-286
|
-1%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$487K
|
-$11.7K
|
-486
|
-2%
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$423K
|
–
|
–
|
–
|
|
|
12
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$413K
|
-$425K
|
-17,615
|
-50%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$385K
|
+$397K
|
+16,441
|
New
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
$345K
|
–
|
–
|
–
|
|
|
15
|
Lockerman Financial Group
Newport Beach,
California
|
$300K
|
+$309K
|
+12,807
|
New
|
|
|
16
|
Cooper Financial Group
Irvine,
California
|
$267K
|
+$13.4K
|
+556
|
+5%
|
|
|
17
|
Atria Wealth Solutions
New York
|
$218K
|
+$225K
|
+9,298
|
New
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$174K
|
–
|
–
|
–
|
|
|
19
|
Central Trust Company
Jefferson City,
Missouri
|
$169K
|
+$129K
|
+5,331
|
+281%
|
|
|
20
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$36K
|
–
|
–
|
–
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$9K
|
-$130K
|
-5,375
|
-93%
|
|
|
22
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
–
|
-$22M
|
-876,038
|
Closed
|
|
|
23
|
|
–
|
-$4.57M
|
-181,876
|
Closed
|
|
|
24
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$256K
|
-10,176
|
Closed
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
–
|
-$17K
|
-659
|
Closed
|
|
