|
1
|
Lido Advisors
Los Angeles,
California
|
$817M
|
+$156M
|
+7,523,681
|
+23%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$121M
|
+$711K
|
+34,360
|
+0.6%
|
|
|
3
|
|
$99.2M
|
+$2M
|
+96,557
|
+2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$72.3M
|
-$4.9M
|
-236,605
|
-6%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$54.3M
|
+$3.22M
|
+155,672
|
+6%
|
|
|
6
|
HM Payson & Co
Portland,
Maine
|
$41.6M
|
+$1.74M
|
+83,884
|
+4%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$40.8M
|
+$6.89M
|
+332,739
|
+20%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$36.5M
|
+$6.87M
|
+332,061
|
+23%
|
|
|
9
|
Fusion Family Wealth
Woodbury,
New York
|
$36.4M
|
+$174K
|
+8,402
|
+0.5%
|
|
|
10
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$35.6M
|
-$1.43M
|
-69,169
|
-4%
|
|
|
11
|
Asset Dedication LLC
San Francisco,
California
|
$32.5M
|
+$1.38M
|
+66,530
|
+4%
|
|
|
12
|
TruWealth Advisors
Metairie,
Louisiana
|
$31.4M
|
+$31.8M
|
+1,537,889
|
New
|
|
|
13
|
Brookstone Capital Management
Wheaton,
Illinois
|
$30.2M
|
+$334K
|
+16,115
|
+1%
|
|
|
14
|
Astor Investment Management
Chicago,
Illinois
|
$26.2M
|
-$923K
|
-44,596
|
-3%
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$26.1M
|
+$22.5M
|
+1,087,187
|
+565%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$24.9M
|
+$3.98M
|
+192,496
|
+19%
|
|
|
17
|
Eastern Bank
Boston,
Massachusetts
|
$24.1M
|
-$1.4M
|
-67,688
|
-5%
|
|
|
18
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$22.5M
|
–
|
–
|
–
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.8M
|
-$801K
|
-38,711
|
-4%
|
|
|
20
|
True Link Financial Advisors
San Francisco,
California
|
$21.1M
|
+$2.34M
|
+113,034
|
+12%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.1M
|
+$630K
|
+30,446
|
+3%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$19.6M
|
-$2.94M
|
-142,060
|
-13%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$18.9M
|
+$818K
|
+39,526
|
+4%
|
|
|
24
|
Campbell Wealth Management
Alexandria,
Virginia
|
$18.8M
|
+$19M
|
+920,110
|
New
|
|
|
25
|
IMA Advisory Services
Denver,
Colorado
|
$18.3M
|
+$70.9K
|
+3,423
|
+0.4%
|
|
