|
1
|
Franklin Resources
San Mateo,
California
|
$646M
|
+$34M
|
+1,684,530
|
+6%
|
|
|
2
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$29.3M
|
+$3.52M
|
+174,595
|
+14%
|
|
|
3
|
Congress Wealth Management
Boston,
Massachusetts
|
$19.8M
|
+$85.4K
|
+4,230
|
+0.4%
|
|
|
4
|
Total Investment Management
Scottsdale,
Arizona
|
$13.4M
|
-$68.7K
|
-3,404
|
-0.5%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.7M
|
+$9.5M
|
+470,629
|
+866%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$8.06M
|
-$3.02M
|
-149,389
|
-27%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.17M
|
+$279K
|
+13,829
|
+6%
|
|
|
8
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$3.1M
|
–
|
–
|
–
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.94M
|
-$1.28M
|
-63,501
|
-40%
|
|
|
10
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.53M
|
+$1.26M
|
+62,465
|
+482%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$901K
|
-$759K
|
-37,611
|
-46%
|
|
|
12
|
Valmark Advisers
Akron,
Ohio
|
$763K
|
+$51.1K
|
+2,531
|
+7%
|
|
|
13
|
|
$679K
|
+$114K
|
+5,654
|
+20%
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
$341K
|
+$115K
|
+5,704
|
+52%
|
|
|
15
|
Lockerman Financial Group
Newport Beach,
California
|
$314K
|
+$102K
|
+5,031
|
+48%
|
|
|
16
|
|
$238K
|
-$30.6K
|
-1,516
|
-11%
|
|
|
17
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$235K
|
-$572K
|
-28,350
|
-71%
|
|
|
18
|
Comerica Bank
Dallas,
Texas
|
$178K
|
+$177K
|
+8,764
|
New
|
|
|
19
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$171K
|
+$303
|
+15
|
+0.2%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$109K
|
+$109K
|
+5,379
|
New
|
|
|
21
|
Key Financial Inc
West Chester,
Pennsylvania
|
$103K
|
–
|
–
|
–
|
|
|
22
|
Westside Investment Management
Santa Monica,
California
|
$36.6K
|
-$4.04K
|
-200
|
-10%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$27.5K
|
+$13.8K
|
+682
|
+101%
|
|
|
24
|
Allworth Financial
Folsom,
California
|
$26.8K
|
–
|
–
|
–
|
|
|
25
|
International Assets Investment Management
Orlando,
Florida
|
$15.4K
|
+$15.3K
|
+757
|
New
|
|
