|
1
|
Lido Advisors
Los Angeles,
California
|
$226M
|
+$18.8M
|
+899,439
|
+9%
|
|
|
2
|
|
$93.2M
|
-$728K
|
-34,749
|
-0.8%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$81.4M
|
+$6.77M
|
+323,041
|
+9%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$78.4M
|
+$2.02M
|
+96,203
|
+3%
|
|
|
5
|
HM Payson & Co
Portland,
Maine
|
$64.7M
|
+$1.09M
|
+52,256
|
+2%
|
|
|
6
|
Asset Dedication LLC
San Francisco,
California
|
$36.8M
|
+$1.07M
|
+50,909
|
+3%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$36.7M
|
+$8.31M
|
+396,697
|
+29%
|
|
|
8
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$35.8M
|
+$5.79M
|
+276,550
|
+19%
|
|
|
9
|
|
$34.7M
|
+$34.8M
|
+1,661,126
|
New
|
|
|
10
|
LPL Financial
San Diego,
California
|
$33.6M
|
+$2.3M
|
+109,893
|
+7%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$31.4M
|
+$2.61M
|
+124,802
|
+9%
|
|
|
12
|
Brookstone Capital Management
Wheaton,
Illinois
|
$30.9M
|
+$581K
|
+27,718
|
+2%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$24.4M
|
+$3.89M
|
+185,611
|
+19%
|
|
|
14
|
Eastern Bank
Boston,
Massachusetts
|
$24.4M
|
-$1.34M
|
-64,100
|
-5%
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$24.2M
|
+$1.48M
|
+70,804
|
+7%
|
|
|
16
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$24.1M
|
+$3.64M
|
+173,605
|
+18%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.4M
|
+$639K
|
+30,488
|
+3%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$22.2M
|
-$3.48M
|
-165,936
|
-14%
|
|
|
19
|
True Link Financial Advisors
San Francisco,
California
|
$21.5M
|
+$2.11M
|
+100,818
|
+11%
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$20.4M
|
+$632K
|
+30,185
|
+3%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.8M
|
+$3.34M
|
+159,325
|
+20%
|
|
|
22
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$19.6M
|
-$1.19M
|
-56,924
|
-6%
|
|
|
23
|
Mirador Capital Partners
Pleasanton,
California
|
$18.9M
|
+$213K
|
+10,180
|
+1%
|
|
|
24
|
Campbell Wealth Management
Alexandria,
Virginia
|
$18.8M
|
+$18.9M
|
+902,863
|
New
|
|
|
25
|
IMA Advisory Services
Denver,
Colorado
|
$18.5M
|
-$3.99M
|
-190,668
|
-18%
|
|
