|
1
|
Lido Advisors
Los Angeles,
California
|
$280M
|
-$3.49M
|
-161,367
|
-1%
|
|
|
2
|
|
$80.6M
|
-$1.94M
|
-89,775
|
-2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$55.6M
|
-$6.04M
|
-279,216
|
-10%
|
|
|
4
|
HM Payson & Co
Portland,
Maine
|
$49.1M
|
+$5.49M
|
+253,935
|
+13%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$47.8M
|
-$12.5M
|
-576,854
|
-21%
|
|
|
6
|
Fusion Family Wealth
Woodbury,
New York
|
$38.1M
|
-$1.16M
|
-53,747
|
-3%
|
|
|
7
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$32.4M
|
+$9.55M
|
+441,481
|
+42%
|
|
|
8
|
Brookstone Capital Management
Wheaton,
Illinois
|
$26.6M
|
-$13.5M
|
-622,213
|
-34%
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$22.5M
|
+$3.02M
|
+139,530
|
+15%
|
|
|
10
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$21.9M
|
+$893K
|
+41,280
|
+4%
|
|
|
11
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$21.4M
|
+$21.4M
|
+990,831
|
New
|
|
|
12
|
Advisors Preferred
Rockville,
Maryland
|
$20.3M
|
+$3.03M
|
+140,240
|
+18%
|
|
|
13
|
Eastern Bank
Boston,
Massachusetts
|
$20M
|
+$1.5M
|
+69,527
|
+8%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$19.9M
|
-$7.97M
|
-368,482
|
-29%
|
|
|
15
|
Asset Dedication LLC
San Francisco,
California
|
$19.3M
|
+$8.61M
|
+397,779
|
+80%
|
|
|
16
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$19.3M
|
+$257K
|
+11,883
|
+1%
|
|
|
17
|
IMA Advisory Services
Denver,
Colorado
|
$18.7M
|
+$1.02M
|
+47,111
|
+6%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$18.6M
|
+$3.36M
|
+155,321
|
+22%
|
|
|
19
|
SNS Financial Group
Minneapolis,
Minnesota
|
$18M
|
+$1.63M
|
+75,366
|
+10%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.6M
|
+$160K
|
+7,375
|
+0.9%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$16.4M
|
+$1.16M
|
+53,818
|
+8%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$16M
|
+$103K
|
+4,739
|
+0.6%
|
|
|
23
|
R.M. Davis Inc
Portland,
Maine
|
$15M
|
+$1.4M
|
+64,926
|
+10%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.7M
|
+$1.66M
|
+76,699
|
+13%
|
|
|
25
|
TLWM Financial
San Antonio,
Texas
|
$14.5M
|
+$84.5K
|
+3,906
|
+0.6%
|
|
