|
1
|
Franklin Resources
San Mateo,
California
|
$680M
|
-$20.3M
|
-991,109
|
-3%
|
|
|
2
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$36.2M
|
+$4.99M
|
+244,284
|
+16%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.8M
|
+$11.2M
|
+548,267
|
+102%
|
|
|
4
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$15.4M
|
+$15.6M
|
+764,414
|
New
|
|
|
5
|
Total Investment Management
Scottsdale,
Arizona
|
$15M
|
+$944K
|
+46,191
|
+7%
|
|
|
6
|
Congress Wealth Management
Boston,
Massachusetts
|
$12.4M
|
-$9.28K
|
-454
|
-0.1%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$5.72M
|
+$5.81M
|
+284,139
|
New
|
|
|
8
|
Concurrent Investment Advisors
Tampa,
Florida
|
$4.49M
|
+$1.36M
|
+66,578
|
+43%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.25M
|
+$973K
|
+47,602
|
+42%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$2.38M
|
+$781K
|
+38,181
|
+48%
|
|
|
11
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1.89M
|
-$72.5K
|
-3,547
|
-4%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.58M
|
+$526K
|
+25,716
|
+48%
|
|
|
13
|
Valmark Advisers
Akron,
Ohio
|
$763K
|
+$40.8K
|
+1,996
|
+6%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$759K
|
+$414K
|
+20,268
|
+116%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$667K
|
+$677K
|
+33,139
|
New
|
|
|
16
|
Encompass More Asset Management
Danville,
California
|
$650K
|
+$175K
|
+8,556
|
+36%
|
|
|
17
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$588K
|
+$214K
|
+10,475
|
+56%
|
|
|
18
|
Avantax Advisory Services
Dallas,
Texas
|
$426K
|
+$88.5K
|
+4,328
|
+26%
|
|
|
19
|
Farther Finance Advisors
San Francisco,
California
|
$372K
|
+$48.4K
|
+2,369
|
+15%
|
|
|
20
|
Geneos Wealth Management
Englewood,
Colorado
|
$338K
|
+$13.4K
|
+657
|
+4%
|
|
|
21
|
Lockerman Financial Group
Newport Beach,
California
|
$303K
|
-$9.65K
|
-472
|
-3%
|
|
|
22
|
Atria Wealth Solutions
New York
|
$291K
|
+$296K
|
+14,470
|
New
|
|
|
23
|
|
$185K
|
-$62.4K
|
-3,051
|
-25%
|
|
|
24
|
Comerica Bank
Dallas,
Texas
|
$141K
|
-$3.29K
|
-161
|
-2%
|
|
|
25
|
Key Financial Inc
West Chester,
Pennsylvania
|
$102K
|
–
|
–
|
–
|
|
