|
1
|
Lido Advisors
Los Angeles,
California
|
$220M
|
+$73.3M
|
+3,388,043
|
+51%
|
|
|
2
|
|
$73.6M
|
+$5.43M
|
+250,849
|
+8%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$61.1M
|
-$1.64M
|
-75,706
|
-3%
|
|
|
4
|
Brookstone Capital Management
Wheaton,
Illinois
|
$51.6M
|
-$14.1M
|
-653,297
|
-22%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$48.4M
|
+$4.35M
|
+201,009
|
+10%
|
|
|
6
|
Shufro Rose & Co
New York
|
$44.5M
|
+$251K
|
+11,600
|
+0.6%
|
|
|
7
|
Fusion Family Wealth
Woodbury,
New York
|
$34.7M
|
+$15.2M
|
+700,836
|
+79%
|
|
|
8
|
Gradient Investments
Arden Hills,
Minnesota
|
$33.1M
|
+$32.8M
|
+1,517,663
|
New
|
|
|
9
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$25.6M
|
+$2.07M
|
+95,724
|
+9%
|
|
|
10
|
Edge Wealth Management
New York
|
$22.4M
|
+$1.34M
|
+61,814
|
+6%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$20.5M
|
+$1.59M
|
+73,450
|
+8%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.6M
|
+$1.35M
|
+62,374
|
+8%
|
|
|
13
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$17.3M
|
+$40.6K
|
+1,879
|
+0.2%
|
|
|
14
|
HM Payson & Co
Portland,
Maine
|
$17.2M
|
+$5.99M
|
+277,119
|
+54%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$16.5M
|
+$2.9K
|
+134
|
+0%
|
|
|
16
|
Eastern Bank
Boston,
Massachusetts
|
$15.7M
|
+$424K
|
+19,612
|
+3%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$14.6M
|
-$10.4M
|
-481,525
|
-42%
|
|
|
18
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$14.5M
|
-$282K
|
-13,023
|
-2%
|
|
|
19
|
SNS Financial Group
Minneapolis,
Minnesota
|
$14.1M
|
+$509K
|
+23,550
|
+4%
|
|
|
20
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$13.9M
|
+$1.55M
|
+71,775
|
+13%
|
|
|
21
|
Ironwood Financial
Tucson,
Arizona
|
$13.5M
|
+$1.1M
|
+50,700
|
+9%
|
|
|
22
|
Trust Company of Kansas
Wichita,
Kansas
|
$13.2M
|
-$84K
|
-3,883
|
-0.6%
|
|
|
23
|
Cresset Asset Management
Chicago,
Illinois
|
$13M
|
-$3.39M
|
-156,756
|
-21%
|
|
|
24
|
Asset Dedication LLC
San Francisco,
California
|
$11.5M
|
-$263K
|
-12,141
|
-2%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$11.1M
|
+$1.28M
|
+58,982
|
+13%
|
|
