|
1
|
Lido Advisors
Los Angeles,
California
|
$226M
|
-$6.43M
|
-299,489
|
-3%
|
|
|
2
|
|
$89.6M
|
-$4.04M
|
-187,966
|
-4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$54.6M
|
+$1.33M
|
+61,733
|
+2%
|
|
|
4
|
HM Payson & Co
Portland,
Maine
|
$53.6M
|
+$2.37M
|
+110,272
|
+5%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$42.8M
|
-$4.67M
|
-217,589
|
-10%
|
|
|
6
|
Fusion Family Wealth
Woodbury,
New York
|
$34.5M
|
-$1.49M
|
-69,555
|
-4%
|
|
|
7
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$33.7M
|
-$34.8K
|
-1,620
|
-0.1%
|
|
|
8
|
Asset Dedication LLC
San Francisco,
California
|
$31.4M
|
+$5.13M
|
+238,839
|
+19%
|
|
|
9
|
Brookstone Capital Management
Wheaton,
Illinois
|
$28.5M
|
+$580K
|
+27,013
|
+2%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$24.7M
|
+$2.09M
|
+97,219
|
+9%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$24.4M
|
-$3.51M
|
-163,527
|
-13%
|
|
|
12
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$22.3M
|
-$653K
|
-30,424
|
-3%
|
|
|
13
|
Eastern Bank
Boston,
Massachusetts
|
$21.8M
|
+$1.03M
|
+47,747
|
+5%
|
|
|
14
|
Advisors Preferred
Rockville,
Maryland
|
$21.6M
|
+$790K
|
+36,790
|
+4%
|
|
|
15
|
IMA Advisory Services
Denver,
Colorado
|
$20.9M
|
+$892K
|
+41,533
|
+4%
|
|
|
16
|
SNS Financial Group
Minneapolis,
Minnesota
|
$18.8M
|
+$626K
|
+29,170
|
+3%
|
|
|
17
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$18.6M
|
+$3.16M
|
+147,034
|
+20%
|
|
|
18
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$18.4M
|
+$3.27M
|
+152,358
|
+22%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.3M
|
+$284K
|
+13,241
|
+2%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$17.6M
|
+$424K
|
+19,737
|
+2%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$17.3M
|
-$2.81M
|
-131,067
|
-14%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$16.5M
|
+$1.44M
|
+67,068
|
+9%
|
|
|
23
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$16.4M
|
-$1.3M
|
-60,375
|
-7%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$16.3M
|
+$364K
|
+16,932
|
+2%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$16.2M
|
+$8.53M
|
+397,432
|
+111%
|
|
