|
1
|
Lido Advisors
Los Angeles,
California
|
$201M
|
-$19.4M
|
-920,225
|
-9%
|
|
|
2
|
|
$104M
|
-$1.39M
|
-66,226
|
-1%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$97M
|
+$25.4M
|
+1,204,788
|
+35%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$74.1M
|
-$9.29M
|
-441,631
|
-11%
|
|
|
5
|
HM Payson & Co
Portland,
Maine
|
$65.9M
|
-$1.05M
|
-49,863
|
-2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$54.8M
|
-$19.9M
|
-943,409
|
-27%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$39.4M
|
-$2.48M
|
-117,608
|
-6%
|
|
|
8
|
Brookstone Capital Management
Wheaton,
Illinois
|
$39.1M
|
+$362K
|
+17,220
|
+0.9%
|
|
|
9
|
Asset Dedication LLC
San Francisco,
California
|
$38.6M
|
+$420K
|
+19,970
|
+1%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$36.9M
|
+$5.63M
|
+267,659
|
+18%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$36.4M
|
-$4.06M
|
-192,758
|
-10%
|
|
|
12
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$34.6M
|
+$2.33M
|
+110,593
|
+7%
|
|
|
13
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$33.8M
|
-$447K
|
-21,230
|
-1%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$25.3M
|
+$1.24M
|
+58,738
|
+5%
|
|
|
15
|
True Link Financial Advisors
San Francisco,
California
|
$24.2M
|
+$1.4M
|
+66,513
|
+6%
|
|
|
16
|
Eastern Bank
Boston,
Massachusetts
|
$23.9M
|
-$129K
|
-6,149
|
-0.5%
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$21.7M
|
+$748K
|
+35,537
|
+4%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$21.6M
|
+$2.88M
|
+136,838
|
+15%
|
|
|
19
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$21.6M
|
+$8.19K
|
+389
|
+0%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.7M
|
+$2.4M
|
+114,245
|
+13%
|
|
|
21
|
Campbell Wealth Management
Alexandria,
Virginia
|
$20.6M
|
+$817K
|
+38,838
|
+4%
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$19.8M
|
-$2.96M
|
-140,782
|
-13%
|
|
|
23
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$19M
|
+$379K
|
+17,995
|
+2%
|
|
|
24
|
Waycross Investment Management
Bellingham,
Washington
|
$16.4M
|
-$132K
|
-6,257
|
-0.8%
|
|
|
25
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$16.2M
|
+$4.21M
|
+200,266
|
+35%
|
|
