|
1
|
Lido Advisors
Los Angeles,
California
|
$281M
|
+$25.1M
|
+1,162,602
|
+10%
|
|
|
2
|
|
$99.2M
|
+$8.21M
|
+380,606
|
+9%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$74.8M
|
-$342K
|
-15,856
|
-0.5%
|
|
|
4
|
HM Payson & Co
Portland,
Maine
|
$61.2M
|
+$17.2M
|
+796,397
|
+39%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$45M
|
-$2.43M
|
-112,780
|
-5%
|
|
|
6
|
Oakhurst Advisors
Los Angeles,
California
|
$34.1M
|
+$8.07K
|
+374
|
+0%
|
|
|
7
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$33.7M
|
-$31.7K
|
-1,471
|
-0.1%
|
|
|
8
|
Asset Dedication LLC
San Francisco,
California
|
$33M
|
+$5.47M
|
+253,781
|
+20%
|
|
|
9
|
Brookstone Capital Management
Wheaton,
Illinois
|
$27.8M
|
+$341K
|
+15,828
|
+1%
|
|
|
10
|
SNS Financial Group
Minneapolis,
Minnesota
|
$27.5M
|
+$347K
|
+16,103
|
+1%
|
|
|
11
|
|
$26.5M
|
+$26.6M
|
+1,235,621
|
New
|
|
|
12
|
IMA Advisory Services
Denver,
Colorado
|
$22.6M
|
+$4.79M
|
+221,916
|
+27%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$22.5M
|
+$2.72M
|
+125,913
|
+14%
|
|
|
14
|
Advisors Preferred
Rockville,
Maryland
|
$22.3M
|
-$1.88M
|
-87,000
|
-54%
|
|
|
15
|
Eastern Bank
Boston,
Massachusetts
|
$22.2M
|
+$997K
|
+46,225
|
+5%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$21.6M
|
+$10.7M
|
+495,031
|
+97%
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$21.5M
|
+$1.57M
|
+72,737
|
+8%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$20.9M
|
-$1.33M
|
-61,848
|
-6%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$20.7M
|
+$2.29M
|
+106,294
|
+12%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$19.8M
|
+$932K
|
+43,227
|
+5%
|
|
|
21
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$19.6M
|
-$495K
|
-22,953
|
-2%
|
|
|
22
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$19.3M
|
+$1.76M
|
+81,653
|
+10%
|
|
|
23
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$19.1M
|
+$2.66M
|
+123,456
|
+16%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$18M
|
+$836K
|
+38,751
|
+5%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.7M
|
+$412K
|
+19,112
|
+2%
|
|
