|
1
|
Lido Advisors
Los Angeles,
California
|
$156M
|
-$33.3M
|
-1,570,626
|
-18%
|
|
|
2
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$95M
|
-$13.9M
|
-654,825
|
-13%
|
|
|
3
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$92.8M
|
+$92.7M
|
+4,368,973
|
New
|
|
|
4
|
LPL Financial
San Diego,
California
|
$71M
|
-$7.11M
|
-335,205
|
-9%
|
|
|
5
|
|
$60.8M
|
-$16.8M
|
-793,062
|
-22%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$55.6M
|
-$9.34M
|
-440,160
|
-14%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$49.6M
|
-$955K
|
-45,020
|
-2%
|
|
|
8
|
Asset Dedication LLC
San Francisco,
California
|
$38.8M
|
-$233K
|
-11,005
|
-0.6%
|
|
|
9
|
Brookstone Capital Management
Wheaton,
Illinois
|
$32.7M
|
-$4.1M
|
-193,368
|
-11%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$26.9M
|
-$9.27M
|
-437,084
|
-26%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$26.7M
|
-$7.72M
|
-363,963
|
-22%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$26.2M
|
-$8.84M
|
-416,931
|
-25%
|
|
|
13
|
True Link Financial Advisors
San Francisco,
California
|
$25.6M
|
+$496K
|
+23,385
|
+2%
|
|
|
14
|
Eastern Bank
Boston,
Massachusetts
|
$24.2M
|
+$56.8K
|
+2,679
|
+0.2%
|
|
|
15
|
|
$24M
|
+$6.13M
|
+288,892
|
+34%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$23.5M
|
+$2.79M
|
+131,607
|
+14%
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$22.7M
|
+$276K
|
+13,022
|
+1%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$20.8M
|
+$477K
|
+22,487
|
+2%
|
|
|
19
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$20M
|
-$514K
|
-24,258
|
-3%
|
|
|
20
|
Renaissance Technologies
New York
|
$19.1M
|
+$2.02M
|
+95,163
|
+12%
|
|
|
21
|
Kestra Private Wealth Services
Austin,
Texas
|
$17.3M
|
+$9.12M
|
+429,772
|
+112%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.3M
|
-$429K
|
-20,250
|
-2%
|
|
|
23
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$16.5M
|
-$1.81M
|
-85,203
|
-10%
|
|
|
24
|
TLWM Financial
San Antonio,
Texas
|
$15.7M
|
+$3.27M
|
+154,254
|
+26%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$15.6M
|
-$361K
|
-17,004
|
-2%
|
|
