|
1
|
Lido Advisors
Los Angeles,
California
|
$83.1M
|
-$21.5M
|
-1,014,090
|
-21%
|
|
|
2
|
HM Payson & Co
Portland,
Maine
|
$53.4M
|
-$611K
|
-28,794
|
-1%
|
|
|
3
|
|
$51.9M
|
-$629K
|
-29,680
|
-1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$51.3M
|
-$17.4M
|
-820,476
|
-25%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$41M
|
-$1.02M
|
-48,136
|
-2%
|
|
|
6
|
Brookstone Capital Management
Wheaton,
Illinois
|
$39.8M
|
+$7.26M
|
+342,357
|
+22%
|
|
|
7
|
Asset Dedication LLC
San Francisco,
California
|
$38.3M
|
+$888K
|
+41,881
|
+2%
|
|
|
8
|
Fusion Family Wealth
Woodbury,
New York
|
$36.2M
|
+$35.7M
|
+1,681,576
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$26M
|
-$2.56M
|
-120,671
|
-9%
|
|
|
10
|
Eastern Bank
Boston,
Massachusetts
|
$23.7M
|
-$1.64M
|
-77,240
|
-6%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.8M
|
+$508K
|
+23,956
|
+3%
|
|
|
12
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$19.8M
|
+$1.46M
|
+69,015
|
+8%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$19M
|
-$4.49M
|
-211,528
|
-19%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$17.3M
|
-$6.48M
|
-305,509
|
-27%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$15.8M
|
+$14.3M
|
+675,335
|
+959%
|
|
|
16
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$15.8M
|
-$124K
|
-5,845
|
-0.8%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.2M
|
+$6.74M
|
+317,861
|
+80%
|
|
|
18
|
TLWM Financial
San Antonio,
Texas
|
$15M
|
-$646K
|
-30,476
|
-4%
|
|
|
19
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$13.7M
|
-$545K
|
-25,693
|
-4%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.2M
|
-$5.9M
|
-278,174
|
-31%
|
|
|
21
|
Legacy Private Trust
Neenah,
Wisconsin
|
$12.8M
|
+$197K
|
+9,269
|
+2%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$12.7M
|
+$8.43M
|
+397,365
|
+195%
|
|
|
23
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$11.9M
|
-$388K
|
-18,290
|
-3%
|
|
|
24
|
R.M. Davis Inc
Portland,
Maine
|
$11.8M
|
-$2.74M
|
-129,244
|
-19%
|
|
|
25
|
SNS Financial Group
Minneapolis,
Minnesota
|
$11.5M
|
-$6.65M
|
-313,583
|
-37%
|
|
