|
1
|
|
USD 129 M
|
+USD 1.81 M
|
+90,815
|
+1%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
USD 103 M
|
+USD 11.1 M
|
+556,555
|
+12%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
USD 65.7 M
|
+USD 10 M
|
+502,033
|
+18%
|
|
|
4
|
LPL Financial
San Diego,
California
|
USD 58.9 M
|
+USD 10 M
|
+503,858
|
+21%
|
|
|
5
|
TruWealth Advisors
Metairie,
Louisiana
|
USD 54.1 M
|
+USD 3.39 M
|
+170,223
|
+7%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
USD 48.4 M
|
+USD 4.77 M
|
+239,530
|
+11%
|
|
|
7
|
Clearstead Advisors
Cleveland,
Ohio
|
USD 46.5 M
|
+USD 46.4 M
|
+2,329,347
|
Nuevas
|
|
|
8
|
Hills Bank & Trust
North Liberty,
Iowa
|
USD 43.1 M
|
+USD 5.68 M
|
+285,272
|
+15%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
USD 37.1 M
|
+USD 2.52 M
|
+126,610
|
+7%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
USD 35.8 M
|
+USD 1.67 M
|
+84,046
|
+5%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
USD 34.6 M
|
+USD 16.9 M
|
+851,195
|
+97%
|
|
|
12
|
Eastern Bank
Boston,
Massachusetts
|
USD 30.9 M
|
+USD 319 k
|
+16,034
|
+1%
|
|
|
13
|
Brookstone Capital Management
Wheaton,
Illinois
|
USD 30.8 M
|
-USD 611 k
|
-30,683
|
-2%
|
|
|
14
|
|
USD 27.2 M
|
+USD 6.44 M
|
+323,460
|
+31%
|
|
|
15
|
TLWM Financial
San Antonio,
Texas
|
USD 23.6 M
|
+USD 557 k
|
+27,976
|
+2%
|
|
|
16
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
USD 22.5 M
|
+USD 421 k
|
+21,126
|
+2%
|
|
|
17
|
Aptus Capital Advisors
Fairhope,
Alabama
|
USD 18.5 M
|
+USD 4.62 M
|
+232,130
|
+33%
|
|
|
18
|
Tradewinds Capital Management
Bellingham,
Washington
|
USD 16.6 M
|
+USD 16.6 M
|
+831,828
|
Nuevas
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 16.4 M
|
-USD 2.35 M
|
-118,077
|
-13%
|
|
|
20
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
USD 13.9 M
|
+USD 2.75 M
|
+138,090
|
+25%
|
|
|
21
|
Sterling Financial Group
Pasadena,
California
|
USD 12.4 M
|
+USD 159 k
|
+7,964
|
+1%
|
|
|
22
|
Asset Dedication LLC
San Francisco,
California
|
USD 11.4 M
|
+USD 615 k
|
+30,862
|
+6%
|
|
|
23
|
IMA Advisory Services
Denver,
Colorado
|
USD 10.9 M
|
+USD 4.09 M
|
+205,273
|
+60%
|
|
|
24
|
Baird Financial Group
Milwaukee,
Wisconsin
|
USD 10 M
|
+USD 9.14 M
|
+459,206
|
+1,035%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
USD 10 M
|
+USD 647 k
|
+32,506
|
+7%
|
|
