|
1
|
Lido Advisors
Los Angeles,
California
|
$234M
|
-$45.1M
|
-2,089,194
|
-16%
|
|
|
2
|
|
$94.2M
|
+$13.8M
|
+641,004
|
+17%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$53.6M
|
-$1.77M
|
-81,904
|
-3%
|
|
|
4
|
HM Payson & Co
Portland,
Maine
|
$51.6M
|
+$2.61M
|
+120,789
|
+5%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$47.8M
|
+$99.3K
|
+4,602
|
+0.2%
|
|
|
6
|
Fusion Family Wealth
Woodbury,
New York
|
$36.2M
|
-$1.77M
|
-82,182
|
-5%
|
|
|
7
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$34M
|
+$1.69M
|
+78,320
|
+5%
|
|
|
8
|
Brookstone Capital Management
Wheaton,
Illinois
|
$28.2M
|
+$1.63M
|
+75,640
|
+6%
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$28.1M
|
+$5.63M
|
+260,842
|
+25%
|
|
|
10
|
Asset Dedication LLC
San Francisco,
California
|
$26.5M
|
+$7.25M
|
+335,926
|
+38%
|
|
|
11
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$23.1M
|
+$1.22M
|
+56,395
|
+6%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$22.8M
|
+$4.22M
|
+195,558
|
+23%
|
|
|
13
|
Advisors Preferred
Rockville,
Maryland
|
$20.9M
|
+$674K
|
+31,270
|
+3%
|
|
|
14
|
Eastern Bank
Boston,
Massachusetts
|
$20.9M
|
+$898K
|
+41,632
|
+4%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$20.2M
|
+$321K
|
+14,892
|
+2%
|
|
|
16
|
IMA Advisory Services
Denver,
Colorado
|
$20.1M
|
+$1.45M
|
+67,186
|
+8%
|
|
|
17
|
SNS Financial Group
Minneapolis,
Minnesota
|
$18.3M
|
+$344K
|
+15,946
|
+2%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.2M
|
+$593K
|
+27,479
|
+3%
|
|
|
19
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$17.8M
|
-$1.43M
|
-66,257
|
-7%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$17.3M
|
+$932K
|
+43,197
|
+6%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$16M
|
+$31.5K
|
+1,460
|
+0.2%
|
|
|
22
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$15.5M
|
+$2M
|
+92,781
|
+15%
|
|
|
23
|
R.M. Davis Inc
Portland,
Maine
|
$15.4M
|
+$437K
|
+20,253
|
+3%
|
|
|
24
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$15.2M
|
+$963K
|
+44,628
|
+7%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$15.2M
|
+$800K
|
+37,099
|
+6%
|
|
