|
1
|
Lido Advisors
Los Angeles,
California
|
$220M
|
-$7.58M
|
-362,328
|
-3%
|
|
|
2
|
|
$105M
|
+$11.5M
|
+548,774
|
+12%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$83M
|
+$1.16M
|
+55,666
|
+1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$74.4M
|
-$4.4M
|
-210,500
|
-6%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$71.3M
|
+$37.4M
|
+1,789,938
|
+111%
|
|
|
6
|
HM Payson & Co
Portland,
Maine
|
$66.6M
|
+$1.52M
|
+72,718
|
+2%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$41.7M
|
+$10.1M
|
+484,853
|
+32%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$40.3M
|
+$3.48M
|
+166,486
|
+9%
|
|
|
9
|
Brookstone Capital Management
Wheaton,
Illinois
|
$38.5M
|
+$7.35M
|
+351,382
|
+24%
|
|
|
10
|
Asset Dedication LLC
San Francisco,
California
|
$38M
|
+$964K
|
+46,071
|
+3%
|
|
|
11
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$34.1M
|
-$1.91M
|
-91,298
|
-5%
|
|
|
12
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$32.1M
|
+$32M
|
+1,529,924
|
New
|
|
|
13
|
|
$31.4M
|
+$28.9M
|
+1,381,310
|
+1,189%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$31.1M
|
+$6.54M
|
+312,718
|
+27%
|
|
|
15
|
Eastern Bank
Boston,
Massachusetts
|
$23.9M
|
-$553K
|
-26,455
|
-2%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$23.9M
|
+$1.62M
|
+77,313
|
+7%
|
|
|
17
|
True Link Financial Advisors
San Francisco,
California
|
$22.7M
|
+$1.07M
|
+50,915
|
+5%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$22.6M
|
-$1.65M
|
-78,890
|
-7%
|
|
|
19
|
Mirador Capital Partners
Pleasanton,
California
|
$22M
|
+$2.91M
|
+139,101
|
+15%
|
|
|
20
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$21.5M
|
-$2.77M
|
-132,451
|
-11%
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$20.9M
|
+$338K
|
+16,155
|
+2%
|
|
|
22
|
Gradient Investments
Arden Hills,
Minnesota
|
$19.8M
|
+$3.42M
|
+163,608
|
+21%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.7M
|
-$3.8M
|
-181,586
|
-16%
|
|
|
24
|
Campbell Wealth Management
Alexandria,
Virginia
|
$19.7M
|
+$750K
|
+35,868
|
+4%
|
|
|
25
|
R.M. Davis Inc
Portland,
Maine
|
$18.7M
|
+$250K
|
+11,934
|
+1%
|
|
