|
1
|
Lido Advisors
Los Angeles,
California
|
$940M
|
+$119M
|
+5,848,023
|
+15%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$171M
|
+$49.7M
|
+2,430,962
|
+41%
|
|
|
3
|
|
$114M
|
+$14.3M
|
+698,919
|
+14%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$84.7M
|
+$12M
|
+588,000
|
+17%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$76.9M
|
+$40.2M
|
+1,966,589
|
+110%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$57.2M
|
+$2.7M
|
+132,223
|
+5%
|
|
|
7
|
HM Payson & Co
Portland,
Maine
|
$49M
|
+$7.2M
|
+352,524
|
+17%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$43.7M
|
+$33.2M
|
+1,623,567
|
+320%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$41.5M
|
+$479K
|
+23,433
|
+1%
|
|
|
10
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$33.8M
|
-$1.96M
|
-96,107
|
-6%
|
|
|
11
|
Asset Dedication LLC
San Francisco,
California
|
$33.6M
|
+$965K
|
+47,257
|
+3%
|
|
|
12
|
TruWealth Advisors
Metairie,
Louisiana
|
$33M
|
+$1.53M
|
+74,820
|
+5%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$32.9M
|
+$7.9M
|
+386,775
|
+32%
|
|
|
14
|
Brookstone Capital Management
Wheaton,
Illinois
|
$31.5M
|
+$1.03M
|
+50,197
|
+3%
|
|
|
15
|
Fusion Family Wealth
Woodbury,
New York
|
$30.1M
|
-$3.59M
|
-175,524
|
-11%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$26.4M
|
+$142K
|
+6,953
|
+0.5%
|
|
|
17
|
Astor Investment Management
Chicago,
Illinois
|
$23.7M
|
-$2.68M
|
-130,988
|
-10%
|
|
|
18
|
Eastern Bank
Boston,
Massachusetts
|
$23.6M
|
-$605K
|
-29,627
|
-3%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.4M
|
+$1.56M
|
+76,300
|
+7%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$22.2M
|
+$2.57M
|
+125,753
|
+13%
|
|
|
21
|
True Link Financial Advisors
San Francisco,
California
|
$22M
|
+$791K
|
+38,730
|
+4%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$21.8M
|
+$2.75M
|
+134,714
|
+15%
|
|
|
23
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$20.9M
|
-$1.29M
|
-63,188
|
-6%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.4M
|
+$192K
|
+9,412
|
+1%
|
|
|
25
|
Campbell Wealth Management
Alexandria,
Virginia
|
$19.6M
|
+$767K
|
+37,534
|
+4%
|
|