|
1
|
Lido Advisors
Los Angeles,
California
|
$142M
|
+$142M
|
+6,674,349
|
+28,509%
|
|
|
2
|
|
$66.1M
|
-$2.32M
|
-109,072
|
-3%
|
|
|
3
|
Brookstone Capital Management
Wheaton,
Illinois
|
$64M
|
-$249K
|
-11,716
|
-0.4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$60.9M
|
-$2.46M
|
-115,539
|
-4%
|
|
|
5
|
Shufro Rose & Co
New York
|
$43M
|
+$292K
|
+13,722
|
+0.7%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$42.7M
|
-$510K
|
-23,953
|
-1%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$24.4M
|
+$1.52M
|
+71,521
|
+7%
|
|
|
8
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$22.8M
|
-$1.48M
|
-69,609
|
-6%
|
|
|
9
|
Edge Wealth Management
New York
|
$20.4M
|
+$444K
|
+20,872
|
+2%
|
|
|
10
|
Fusion Family Wealth
Woodbury,
New York
|
$18.9M
|
-$1.15M
|
-53,992
|
-6%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$18.4M
|
-$13.5M
|
-635,479
|
-42%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.7M
|
+$2.19M
|
+102,914
|
+15%
|
|
|
13
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$16.7M
|
+$13.1M
|
+615,358
|
+354%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$16M
|
+$10.4K
|
+489
|
+0.1%
|
|
|
15
|
Cresset Asset Management
Chicago,
Illinois
|
$15.9M
|
-$1.45M
|
-68,323
|
-8%
|
|
|
16
|
Eastern Bank
Boston,
Massachusetts
|
$14.8M
|
-$4.01M
|
-188,151
|
-21%
|
|
|
17
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$14.4M
|
-$312K
|
-14,629
|
-2%
|
|
|
18
|
SNS Financial Group
Minneapolis,
Minnesota
|
$13.2M
|
-$8.35M
|
-391,914
|
-39%
|
|
|
19
|
Trust Company of Kansas
Wichita,
Kansas
|
$12.9M
|
-$1.65M
|
-77,485
|
-11%
|
|
|
20
|
Ironwood Financial
Tucson,
Arizona
|
$12M
|
+$144K
|
+6,775
|
+1%
|
|
|
21
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$12M
|
+$790K
|
+37,096
|
+7%
|
|
|
22
|
Asset Dedication LLC
San Francisco,
California
|
$11.4M
|
+$4.2M
|
+197,142
|
+58%
|
|
|
23
|
HM Payson & Co
Portland,
Maine
|
$10.8M
|
+$1.13M
|
+53,077
|
+12%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.8M
|
+$135K
|
+6,348
|
+1%
|
|
|
25
|
|
$10.4M
|
+$10.5M
|
+492,745
|
New
|
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