|
1
|
Lido Advisors
Los Angeles,
California
|
$189M
|
-$13.2M
|
-625,950
|
-7%
|
|
|
2
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$109M
|
+$73.7M
|
+3,487,148
|
+213%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$77.9M
|
-$19.5M
|
-922,904
|
-20%
|
|
|
4
|
|
$77.4M
|
-$27.3M
|
-1,292,485
|
-26%
|
|
|
5
|
HM Payson & Co
Portland,
Maine
|
$66.3M
|
+$116K
|
+5,504
|
+0.2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$64.8M
|
-$9.57M
|
-452,513
|
-13%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$50.4M
|
-$4.67M
|
-221,003
|
-8%
|
|
|
8
|
|
$40M
|
+$32.5M
|
+1,537,662
|
+437%
|
|
|
9
|
Asset Dedication LLC
San Francisco,
California
|
$38.9M
|
+$133K
|
+6,290
|
+0.3%
|
|
|
10
|
Brookstone Capital Management
Wheaton,
Illinois
|
$36.6M
|
-$2.59M
|
-122,729
|
-7%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$36.1M
|
-$990K
|
-46,844
|
-3%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$35M
|
-$4.6M
|
-217,752
|
-12%
|
|
|
13
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$34.9M
|
+$952K
|
+45,014
|
+3%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$34.3M
|
-$2.32M
|
-109,504
|
-6%
|
|
|
15
|
True Link Financial Advisors
San Francisco,
California
|
$25.1M
|
+$785K
|
+37,118
|
+3%
|
|
|
16
|
Eastern Bank
Boston,
Massachusetts
|
$24.1M
|
+$62.8K
|
+2,970
|
+0.3%
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$22.4M
|
+$527K
|
+24,949
|
+2%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.6M
|
-$215K
|
-10,163
|
-1%
|
|
|
19
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$20.5M
|
-$1.17M
|
-55,359
|
-5%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$20.3M
|
-$5.07M
|
-239,758
|
-20%
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$18.3M
|
-$821K
|
-38,839
|
-4%
|
|
|
22
|
|
$17.8M
|
+$3.06M
|
+144,751
|
+21%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.6M
|
-$4.07M
|
-192,632
|
-19%
|
|
|
24
|
Renaissance Technologies
New York
|
$17.1M
|
+$8.96M
|
+423,688
|
+111%
|
|
|
25
|
Waycross Investment Management
Bellingham,
Washington
|
$16M
|
-$408K
|
-19,317
|
-2%
|
|
