|
1
|
Lido Advisors
Los Angeles,
California
|
$267M
|
+$48.7M
|
+2,231,355
|
+22%
|
|
|
2
|
|
$76.3M
|
-$1.04M
|
-47,796
|
-1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$60.9M
|
-$708K
|
-32,434
|
-1%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$59.8M
|
+$4.96M
|
+227,200
|
+9%
|
|
|
5
|
Brookstone Capital Management
Wheaton,
Illinois
|
$53M
|
-$6.01M
|
-275,336
|
-10%
|
|
|
6
|
Fusion Family Wealth
Woodbury,
New York
|
$37.8M
|
-$1.31M
|
-59,977
|
-3%
|
|
|
7
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$29M
|
+$29.1M
|
+1,335,088
|
New
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$26.4M
|
-$1.25M
|
-57,334
|
-4%
|
|
|
9
|
Gradient Investments
Arden Hills,
Minnesota
|
$25.4M
|
-$418K
|
-19,161
|
-2%
|
|
|
10
|
HM Payson & Co
Portland,
Maine
|
$24.1M
|
+$5.35M
|
+245,391
|
+28%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.3M
|
+$912K
|
+41,814
|
+4%
|
|
|
12
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$22.3M
|
-$4.22M
|
-193,313
|
-16%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$22.1M
|
+$6.91M
|
+316,543
|
+45%
|
|
|
14
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$18.3M
|
+$3.64M
|
+166,598
|
+25%
|
|
|
15
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$18M
|
+$733K
|
+33,605
|
+4%
|
|
|
16
|
Asset Dedication LLC
San Francisco,
California
|
$17.7M
|
+$1.87M
|
+85,788
|
+12%
|
|
|
17
|
Eastern Bank
Boston,
Massachusetts
|
$17M
|
+$723K
|
+33,111
|
+4%
|
|
|
18
|
Advisors Preferred
Rockville,
Maryland
|
$16.9M
|
+$3M
|
+137,590
|
+21%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$16.4M
|
+$5.37K
|
+246
|
+0%
|
|
|
20
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$15.8M
|
+$159K
|
+7,288
|
+1%
|
|
|
21
|
SNS Financial Group
Minneapolis,
Minnesota
|
$15.5M
|
+$592K
|
+27,143
|
+4%
|
|
|
22
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$15.3M
|
+$77K
|
+3,528
|
+0.5%
|
|
|
23
|
IMA Advisory Services
Denver,
Colorado
|
$14.5M
|
+$3.99M
|
+182,857
|
+38%
|
|
|
24
|
Trust Company of Kansas
Wichita,
Kansas
|
$14.5M
|
+$810K
|
+37,133
|
+6%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$14.3M
|
+$383K
|
+17,568
|
+3%
|
|
