|
1
|
Lido Advisors
Los Angeles,
California
|
$105M
|
-$71.9M
|
-3,389,452
|
-41%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$68.7M
|
+$9.92M
|
+467,590
|
+17%
|
|
|
3
|
HM Payson & Co
Portland,
Maine
|
$54M
|
+$580K
|
+27,331
|
+1%
|
|
|
4
|
|
$52.6M
|
-$26M
|
-1,223,760
|
-33%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$42M
|
+$3.5M
|
+164,840
|
+9%
|
|
|
6
|
Asset Dedication LLC
San Francisco,
California
|
$37.4M
|
+$4.24M
|
+199,779
|
+13%
|
|
|
7
|
Brookstone Capital Management
Wheaton,
Illinois
|
$32.6M
|
+$3.36M
|
+158,457
|
+12%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$28.6M
|
+$6.19M
|
+291,456
|
+28%
|
|
|
9
|
Eastern Bank
Boston,
Massachusetts
|
$25.3M
|
-$619K
|
-29,153
|
-2%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$24.1M
|
-$301K
|
-14,174
|
-1%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$23.8M
|
+$2.35M
|
+110,590
|
+11%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$23.5M
|
+$5.34M
|
+251,561
|
+29%
|
|
|
13
|
Advisors Preferred
Rockville,
Maryland
|
$22.6M
|
+$1.59M
|
+75,000
|
+8%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.3M
|
+$2.85M
|
+134,344
|
+17%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$19.1M
|
-$836K
|
-39,399
|
-4%
|
|
|
16
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$18.3M
|
+$846K
|
+39,884
|
+5%
|
|
|
17
|
SNS Financial Group
Minneapolis,
Minnesota
|
$18.2M
|
-$5.49M
|
-258,727
|
-23%
|
|
|
18
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$15.9M
|
+$615K
|
+28,962
|
+4%
|
|
|
19
|
TLWM Financial
San Antonio,
Texas
|
$15.6M
|
+$110K
|
+5,194
|
+0.7%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$14.8M
|
-$911K
|
-42,932
|
-6%
|
|
|
21
|
R.M. Davis Inc
Portland,
Maine
|
$14.5M
|
-$1.93M
|
-91,088
|
-12%
|
|
|
22
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$14.2M
|
-$3.33M
|
-157,000
|
-19%
|
|
|
23
|
Legacy Private Trust
Neenah,
Wisconsin
|
$12.6M
|
+$3.85M
|
+181,648
|
+44%
|
|
|
24
|
IMA Advisory Services
Denver,
Colorado
|
$12.5M
|
-$9.11M
|
-429,496
|
-42%
|
|
|
25
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$12.3M
|
-$321K
|
-15,112
|
-3%
|
|
