|
1
|
Lido Advisors
Los Angeles,
California
|
$969M
|
+$23.6M
|
+1,148,424
|
+3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$175M
|
+$3.51M
|
+170,670
|
+2%
|
|
|
3
|
|
$137M
|
+$22.5M
|
+1,097,055
|
+20%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$95.2M
|
+$9.99M
|
+486,162
|
+12%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$87.9M
|
+$10.6M
|
+515,472
|
+14%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$56.9M
|
-$646K
|
-31,449
|
-1%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$53.1M
|
+$20M
|
+971,319
|
+60%
|
|
|
8
|
HM Payson & Co
Portland,
Maine
|
$51.3M
|
+$2.03M
|
+98,894
|
+4%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$48.3M
|
+$4.43M
|
+215,548
|
+10%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$48.1M
|
+$6.44M
|
+313,162
|
+15%
|
|
|
11
|
TruWealth Advisors
Metairie,
Louisiana
|
$43.4M
|
+$10.1M
|
+493,111
|
+31%
|
|
|
12
|
Asset Dedication LLC
San Francisco,
California
|
$35M
|
+$1.22M
|
+59,334
|
+4%
|
|
|
13
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$33.5M
|
-$429K
|
-20,863
|
-1%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$32.5M
|
+$10.1M
|
+493,433
|
+45%
|
|
|
15
|
Brookstone Capital Management
Wheaton,
Illinois
|
$32M
|
+$380K
|
+18,505
|
+1%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.8M
|
+$8.26M
|
+401,786
|
+35%
|
|
|
17
|
Fusion Family Wealth
Woodbury,
New York
|
$29.4M
|
-$792K
|
-38,512
|
-3%
|
|
|
18
|
Eastern Bank
Boston,
Massachusetts
|
$24.4M
|
+$695K
|
+33,825
|
+3%
|
|
|
19
|
True Link Financial Advisors
San Francisco,
California
|
$23.8M
|
+$1.69M
|
+82,138
|
+8%
|
|
|
20
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$22.9M
|
+$1.82M
|
+88,495
|
+9%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$22.8M
|
+$900K
|
+43,770
|
+4%
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$22.7M
|
-$3.76M
|
-182,904
|
-14%
|
|
|
23
|
Astor Investment Management
Chicago,
Illinois
|
$22.4M
|
-$1.33M
|
-64,615
|
-6%
|
|
|
24
|
MGO One Seven
Beachwood,
Ohio
|
$21M
|
+$13.8M
|
+673,258
|
+195%
|
|
|
25
|
Campbell Wealth Management
Alexandria,
Virginia
|
$20.6M
|
+$841K
|
+40,907
|
+4%
|
|