|
1
|
Lido Advisors
Los Angeles,
California
|
$80.9M
|
+$61.7M
|
+2,828,431
|
+319%
|
|
|
2
|
|
$79.7M
|
+$9.83M
|
+450,499
|
+14%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$72.9M
|
+$2.23M
|
+102,254
|
+3%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$58.6M
|
+$5.16M
|
+236,505
|
+10%
|
|
|
5
|
Brookstone Capital Management
Wheaton,
Illinois
|
$42.6M
|
-$10.1M
|
-464,790
|
-19%
|
|
|
6
|
HM Payson & Co
Portland,
Maine
|
$36.6M
|
+$13.4M
|
+615,324
|
+58%
|
|
|
7
|
SNS Financial Group
Minneapolis,
Minnesota
|
$25.2M
|
+$6.15M
|
+281,832
|
+32%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$25.2M
|
+$1.95M
|
+89,537
|
+8%
|
|
|
9
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$23.1M
|
+$725K
|
+33,210
|
+3%
|
|
|
10
|
Eastern Bank
Boston,
Massachusetts
|
$18.9M
|
+$1.66M
|
+76,148
|
+10%
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$18.1M
|
+$1.19M
|
+54,475
|
+7%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$17.8M
|
+$2.91M
|
+133,363
|
+19%
|
|
|
13
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$17.7M
|
+$6.44M
|
+295,094
|
+57%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.6M
|
-$455K
|
-20,863
|
-3%
|
|
|
15
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$17.6M
|
+$1.37M
|
+62,720
|
+8%
|
|
|
16
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$16.9M
|
+$957K
|
+43,839
|
+6%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.5M
|
-$79K
|
-3,620
|
-0.5%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$16M
|
+$3.34M
|
+152,916
|
+26%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$15.4M
|
+$1.46M
|
+66,846
|
+10%
|
|
|
20
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$15.3M
|
+$243K
|
+11,123
|
+2%
|
|
|
21
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$14.5M
|
+$2.41M
|
+110,566
|
+20%
|
|
|
22
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$13M
|
+$1.28M
|
+58,500
|
+11%
|
|
|
23
|
R.M. Davis Inc
Portland,
Maine
|
$12.8M
|
+$1.88M
|
+86,272
|
+17%
|
|
|
24
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$12.3M
|
+$669K
|
+30,658
|
+6%
|
|
|
25
|
Asset Dedication LLC
San Francisco,
California
|
$12.2M
|
+$1.76M
|
+80,506
|
+17%
|
|
