|
1
|
Franklin Resources
San Mateo,
California
|
$131M
|
-$923K
|
-40,929
|
-0.7%
|
|
|
2
|
Prentice Wealth Management
Rochester,
New York
|
$12.6M
|
+$110K
|
+4,892
|
+0.9%
|
|
|
3
|
|
$4.74M
|
+$2.43M
|
+107,793
|
+108%
|
|
|
4
|
Merit Financial Group
Alpharetta,
Georgia
|
$3.53M
|
+$359K
|
+15,930
|
+12%
|
|
|
5
|
International Assets Investment Management
Orlando,
Florida
|
$2.43M
|
+$21.2K
|
+942
|
+1%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$2.1M
|
+$294K
|
+13,051
|
+17%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$515K
|
-$10.4K
|
-461
|
-2%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$393K
|
+$387K
|
+17,177
|
New
|
|
|
9
|
Toews Corporation
Northfield,
New Jersey
|
$343K
|
+$338K
|
+15,000
|
New
|
|
|
10
|
Advisors Asset Management
Monument,
Colorado
|
$316K
|
+$83.1K
|
+3,684
|
+36%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$292K
|
+$288K
|
+12,764
|
New
|
|
|
12
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$282K
|
-$22.6K
|
-1,000
|
-7%
|
|
|
13
|
Regal Investment Advisors
Kentwood,
Michigan
|
$264K
|
-$8.05K
|
-357
|
-3%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$209K
|
+$38.8K
|
+1,719
|
+23%
|
|
|
15
|
Central Trust Company
Jefferson City,
Missouri
|
$70.1K
|
-$1.44K
|
-64
|
-2%
|
|
|
16
|
Belpointe Asset Management
Reno,
Nevada
|
$19.9K
|
-$7.8K
|
-346
|
-29%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$18
|
–
|
–
|
–
|
|
|
18
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
–
|
-$1.37M
|
-62,139
|
Closed
|
|
|
19
|
Focused Wealth Management
Newburgh,
New York
|
–
|
-$124K
|
-5,610
|
Closed
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
–
|
-$14.7K
|
-666
|
Closed
|
|
