|
1
|
Lido Advisors
Los Angeles,
California
|
$177M
|
-$47.7M
|
-2,235,581
|
-21%
|
|
|
2
|
|
$92.6M
|
+$89.7M
|
+4,207,729
|
+2,826%
|
|
|
3
|
|
$78.7M
|
-$10.3M
|
-482,868
|
-12%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$59M
|
+$4.73M
|
+221,777
|
+9%
|
|
|
5
|
HM Payson & Co
Portland,
Maine
|
$53.6M
|
+$361K
|
+16,942
|
+0.7%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$38.6M
|
-$3.96M
|
-185,648
|
-9%
|
|
|
7
|
Asset Dedication LLC
San Francisco,
California
|
$33.3M
|
+$2.07M
|
+97,265
|
+7%
|
|
|
8
|
Fusion Family Wealth
Woodbury,
New York
|
$29.8M
|
-$4.49M
|
-210,867
|
-13%
|
|
|
9
|
Brookstone Capital Management
Wheaton,
Illinois
|
$29.3M
|
+$908K
|
+42,599
|
+3%
|
|
|
10
|
Eastern Bank
Boston,
Massachusetts
|
$26M
|
+$4.41M
|
+206,800
|
+20%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$24.5M
|
+$250K
|
+11,722
|
+1%
|
|
|
12
|
SNS Financial Group
Minneapolis,
Minnesota
|
$23.7M
|
+$5.08M
|
+238,260
|
+27%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$22.5M
|
+$6.07M
|
+284,807
|
+37%
|
|
|
14
|
IMA Advisory Services
Denver,
Colorado
|
$21.7M
|
+$972K
|
+45,605
|
+5%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$21.5M
|
+$4.05M
|
+190,004
|
+23%
|
|
|
16
|
Advisors Preferred
Rockville,
Maryland
|
$21M
|
-$389K
|
-18,270
|
-2%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$20M
|
-$4.55M
|
-213,383
|
-18%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$18.2M
|
+$1.08M
|
+50,630
|
+6%
|
|
|
19
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$17.6M
|
-$16M
|
-749,595
|
-48%
|
|
|
20
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$17.5M
|
-$760K
|
-35,662
|
-4%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.5M
|
-$1.67M
|
-78,266
|
-9%
|
|
|
22
|
R.M. Davis Inc
Portland,
Maine
|
$16.5M
|
+$837K
|
+39,278
|
+5%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$15.7M
|
-$348K
|
-16,311
|
-2%
|
|
|
24
|
TLWM Financial
San Antonio,
Texas
|
$15.5M
|
+$675K
|
+31,669
|
+5%
|
|
|
25
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$15.4M
|
+$3.09M
|
+144,877
|
+25%
|
|
