|
1
|
Lido Advisors
Los Angeles,
California
|
$208M
|
-$13.9M
|
-663,441
|
-6%
|
|
|
2
|
|
$94.3M
|
-$1.55M
|
-73,967
|
-2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$76.6M
|
+$1.08M
|
+51,388
|
+1%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$74.9M
|
+$29.2M
|
+1,390,457
|
+64%
|
|
|
5
|
HM Payson & Co
Portland,
Maine
|
$63.9M
|
+$2.59M
|
+123,382
|
+4%
|
|
|
6
|
Asset Dedication LLC
San Francisco,
California
|
$35.9M
|
+$1.58M
|
+75,394
|
+5%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$31.4M
|
+$6.48M
|
+308,507
|
+26%
|
|
|
8
|
Brookstone Capital Management
Wheaton,
Illinois
|
$30.5M
|
+$3.08M
|
+146,412
|
+11%
|
|
|
9
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$30.1M
|
-$1.69M
|
-80,455
|
-5%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$28.9M
|
+$8.83M
|
+420,209
|
+44%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$28.5M
|
+$4.68M
|
+222,632
|
+20%
|
|
|
12
|
Eastern Bank
Boston,
Massachusetts
|
$25.8M
|
-$400K
|
-19,045
|
-2%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$25.7M
|
+$3.44M
|
+163,826
|
+15%
|
|
|
14
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$24.9M
|
+$3.23M
|
+153,539
|
+15%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.8M
|
+$4.99M
|
+237,492
|
+28%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$22.8M
|
+$347K
|
+16,524
|
+2%
|
|
|
17
|
Advisors Preferred
Rockville,
Maryland
|
$22.6M
|
+$1.6M
|
+76,090
|
+8%
|
|
|
18
|
IMA Advisory Services
Denver,
Colorado
|
$22.6M
|
-$742K
|
-35,301
|
-3%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$20.9M
|
+$171K
|
+8,145
|
+0.8%
|
|
|
20
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$20.7M
|
+$1.72M
|
+82,064
|
+9%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$20.6M
|
+$1.35M
|
+64,330
|
+7%
|
|
|
22
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$20.6M
|
+$1.56M
|
+74,364
|
+8%
|
|
|
23
|
Gradient Investments
Arden Hills,
Minnesota
|
$19.9M
|
+$11.7M
|
+554,816
|
+140%
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$19.9M
|
+$1.65M
|
+78,700
|
+9%
|
|
|
25
|
True Link Financial Advisors
San Francisco,
California
|
$19.5M
|
+$19.2M
|
+913,421
|
+6,003%
|
|
