|
1
|
Franklin Resources
San Mateo,
California
|
$29M
|
+$29.8M
|
+1,135,352
|
New
|
|
|
2
|
Bard Financial Services
Branford,
Connecticut
|
$10.6M
|
+$2.33M
|
+89,000
|
+27%
|
|
|
3
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.93M
|
+$2.37M
|
+90,464
|
+376%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.22M
|
+$778K
|
+29,666
|
+52%
|
|
|
5
|
MML Investors Services
Springfield,
Massachusetts
|
$2.18M
|
+$773K
|
+29,470
|
+53%
|
|
|
6
|
Arden Trust
Wilmington,
Delaware
|
$2.04M
|
+$195K
|
+7,435
|
+10%
|
|
|
7
|
|
$1.85M
|
+$1.26M
|
+48,113
|
+199%
|
|
|
8
|
Capital Insight Partners
Scottsdale,
Arizona
|
$1.58M
|
+$289K
|
+11,011
|
New
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$1.4M
|
+$198K
|
+7,547
|
+16%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$1.26M
|
+$227K
|
+8,659
|
+21%
|
|
|
11
|
Magnus Financial Group
New York
|
$869K
|
–
|
–
|
–
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$575K
|
-$14.2K
|
-540
|
-2%
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$527K
|
+$541K
|
+20,613
|
New
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$404K
|
-$26.5K
|
-1,010
|
-6%
|
|
|
15
|
Belpointe Asset Management
Reno,
Nevada
|
$387K
|
+$3.67K
|
+140
|
+0.9%
|
|
|
16
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$347K
|
+$356K
|
+13,578
|
New
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$233K
|
+$22.1K
|
+843
|
+10%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$114K
|
+$94.4K
|
+3,600
|
+434%
|
|
|
19
|
American Portfolios Advisors
Holbrook,
New York
|
$44.7K
|
–
|
–
|
–
|
|
|
20
|
Reilly Financial Advisors
La Mesa,
California
|
$30K
|
+$5.45K
|
+208
|
New
|
|
|
21
|
Geneos Wealth Management
Englewood,
Colorado
|
$20K
|
–
|
–
|
–
|
|
|
22
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$14K
|
–
|
–
|
–
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$13K
|
+$13.1K
|
+499
|
New
|
|
|
24
|
Financial Management Professionals
Austin,
Texas
|
$10K
|
+$1.91K
|
+73
|
New
|
|
|
25
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$5K
|
–
|
–
|
–
|
|
