|
1
|
Franklin Resources
San Mateo,
California
|
$35.2M
|
-$13.3M
|
-250,000
|
-28%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$13.3M
|
+$13M
|
+244,183
|
New
|
|
|
3
|
Shira Ridge Wealth Management
Larkspur,
California
|
$9.86M
|
+$92.3K
|
+1,736
|
+1%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$9.61M
|
+$1.33M
|
+25,021
|
+17%
|
|
|
5
|
Bank of New York Mellon
New York
|
$9.28M
|
+$310K
|
+5,835
|
+4%
|
|
|
6
|
Private Advisor Group
Morristown,
New Jersey
|
$4.23M
|
-$801K
|
-15,073
|
-16%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.06M
|
+$705K
|
+13,271
|
+53%
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$1.93M
|
+$1.88M
|
+35,422
|
New
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.87M
|
+$173K
|
+3,253
|
+11%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.56M
|
+$835K
|
+15,709
|
+123%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$981K
|
+$955K
|
+17,966
|
New
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$886K
|
+$214K
|
+4,028
|
+33%
|
|
|
13
|
Golden State Wealth Management
Santa Ana,
California
|
$721K
|
-$42.5K
|
-800
|
-6%
|
|
|
14
|
TD Private Client Wealth
New York
|
$632K
|
+$615K
|
+11,565
|
New
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$531K
|
+$99.1K
|
+1,865
|
+24%
|
|
|
16
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$526K
|
+$512K
|
+9,637
|
New
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$518K
|
+$9.2K
|
+173
|
+2%
|
|
|
18
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$446K
|
–
|
–
|
–
|
|
|
19
|
D.A. Davidson & Co
Great Falls,
Montana
|
$419K
|
+$408K
|
+7,668
|
New
|
|
|
20
|
Advisory Services Network
Atlanta,
Georgia
|
$403K
|
+$7.17K
|
+135
|
+2%
|
|
|
21
|
Sonoma Allocations
Santa Rosa,
California
|
$333K
|
+$329K
|
+6,192
|
New
|
|
|
22
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$246K
|
–
|
–
|
–
|
|
|
23
|
Wedbush Securities
Los Angeles,
California
|
$240K
|
–
|
–
|
–
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$229K
|
+$189K
|
+3,550
|
+546%
|
|
|
25
|
PFG Investments
Woodbury,
New York
|
$207K
|
+$201K
|
+3,785
|
New
|
|
