|
1
|
Lido Advisors
Los Angeles,
California
|
$224M
|
-$53.3M
|
-2,506,081
|
-19%
|
|
|
2
|
|
$96.6M
|
-$999K
|
-47,024
|
-1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$76.1M
|
+$2.58M
|
+121,437
|
+3%
|
|
|
4
|
HM Payson & Co
Portland,
Maine
|
$61.7M
|
+$1.61M
|
+75,634
|
+3%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$46.1M
|
+$1.91M
|
+90,011
|
+4%
|
|
|
6
|
Asset Dedication LLC
San Francisco,
California
|
$34.6M
|
+$2.16M
|
+101,722
|
+7%
|
|
|
7
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$32M
|
-$1.06M
|
-49,850
|
-3%
|
|
|
8
|
Oakhurst Advisors
Los Angeles,
California
|
$30.8M
|
-$2.67M
|
-125,568
|
-8%
|
|
|
9
|
Brookstone Capital Management
Wheaton,
Illinois
|
$27.6M
|
+$213K
|
+10,031
|
+0.8%
|
|
|
10
|
Eastern Bank
Boston,
Massachusetts
|
$26.4M
|
+$4.59M
|
+216,050
|
+21%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$25.1M
|
+$5.7M
|
+268,229
|
+29%
|
|
|
12
|
|
$25M
|
-$1.11M
|
-52,267
|
-4%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$23.9M
|
+$3.46M
|
+162,734
|
+17%
|
|
|
14
|
IMA Advisory Services
Denver,
Colorado
|
$23.5M
|
+$1.25M
|
+58,975
|
+6%
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$22.6M
|
+$1.4M
|
+65,932
|
+7%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$22.5M
|
+$4.77M
|
+224,258
|
+27%
|
|
|
17
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$21.9M
|
+$6.54M
|
+307,582
|
+42%
|
|
|
18
|
Advisors Preferred
Rockville,
Maryland
|
$21.1M
|
+$19.7M
|
+928,950
|
+1,273%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$20.9M
|
-$228K
|
-10,747
|
-1%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$20.2M
|
-$139K
|
-6,540
|
-0.7%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$19.4M
|
-$2.75M
|
-129,239
|
-12%
|
|
|
22
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$19.1M
|
+$132K
|
+6,205
|
+0.7%
|
|
|
23
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$19.1M
|
+$395K
|
+18,590
|
+2%
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$18.4M
|
+$1.21M
|
+57,078
|
+7%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18M
|
+$634K
|
+29,813
|
+4%
|
|
