|
1
|
Franklin Resources
San Mateo,
California
|
$22.2M
|
-$12.7M
|
-235,000
|
-36%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$14M
|
+$4.41M
|
+81,660
|
+46%
|
|
|
3
|
Shira Ridge Wealth Management
Larkspur,
California
|
$10.4M
|
+$573K
|
+10,618
|
+6%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$9.87M
|
-$3.35M
|
-62,119
|
-25%
|
|
|
5
|
Private Advisor Group
Morristown,
New Jersey
|
$4.46M
|
+$264K
|
+4,892
|
+6%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.54M
|
+$1.56M
|
+28,946
|
+161%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.21M
|
+$354K
|
+6,561
|
+19%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.94M
|
-$134K
|
-2,479
|
-6%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.62M
|
+$72.3K
|
+1,340
|
+5%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.15M
|
+$1.15M
|
+21,313
|
New
|
|
|
11
|
Hamilton Capital
Columbus,
Ohio
|
$1.07M
|
+$1.06M
|
+19,683
|
New
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$998K
|
+$767K
|
+14,210
|
+338%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$892K
|
+$13.3K
|
+247
|
+2%
|
|
|
14
|
Golden State Wealth Management
Santa Ana,
California
|
$781K
|
+$64.8K
|
+1,200
|
+9%
|
|
|
15
|
TD Private Client Wealth
New York
|
$672K
|
+$45.4K
|
+841
|
+7%
|
|
|
16
|
Sonoma Allocations
Santa Rosa,
California
|
$571K
|
+$219K
|
+4,063
|
+66%
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$527K
|
+$13.2K
|
+245
|
+3%
|
|
|
18
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$521K
|
-$1.02K
|
-19
|
-0.2%
|
|
|
19
|
D.A. Davidson & Co
Great Falls,
Montana
|
$498K
|
+$82.6K
|
+1,530
|
+20%
|
|
|
20
|
Advisory Services Network
Atlanta,
Georgia
|
$450K
|
+$50.6K
|
+938
|
+13%
|
|
|
21
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$443K
|
–
|
–
|
–
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$411K
|
-$115K
|
-2,136
|
-22%
|
|
|
23
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$244K
|
–
|
–
|
–
|
|
|
24
|
Wedbush Securities
Los Angeles,
California
|
$238K
|
–
|
–
|
–
|
|
|
25
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$118K
|
–
|
–
|
–
|
|
