|
1
|
Lido Advisors
Los Angeles,
California
|
$1.21B
|
+$243M
|
+11,816,295
|
+25%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$141M
|
+$84.2M
|
+4,085,781
|
+148%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$132M
|
-$43.2M
|
-2,095,897
|
-25%
|
|
|
4
|
|
$119M
|
-$17.9M
|
-868,892
|
-13%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$99.5M
|
+$4.43M
|
+215,165
|
+5%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$71.4M
|
-$16.5M
|
-801,045
|
-19%
|
|
|
7
|
TruWealth Advisors
Metairie,
Louisiana
|
$54.5M
|
+$11.2M
|
+542,845
|
+26%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$52.8M
|
-$303K
|
-14,730
|
-0.6%
|
|
|
9
|
HM Payson & Co
Portland,
Maine
|
$52.4M
|
+$1.19M
|
+57,598
|
+2%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$45.8M
|
-$2.45M
|
-119,151
|
-5%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$38.7M
|
-$9.43M
|
-457,912
|
-20%
|
|
|
12
|
Asset Dedication LLC
San Francisco,
California
|
$35.7M
|
+$663K
|
+32,205
|
+2%
|
|
|
13
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$34.5M
|
+$950K
|
+46,098
|
+3%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$31.7M
|
-$779K
|
-37,798
|
-2%
|
|
|
15
|
Brookstone Capital Management
Wheaton,
Illinois
|
$31.7M
|
-$236K
|
-11,476
|
-0.7%
|
|
|
16
|
Fusion Family Wealth
Woodbury,
New York
|
$30.2M
|
+$788K
|
+38,241
|
+3%
|
|
|
17
|
Eastern Bank
Boston,
Massachusetts
|
$24.9M
|
+$517K
|
+25,103
|
+2%
|
|
|
18
|
True Link Financial Advisors
San Francisco,
California
|
$24.6M
|
+$805K
|
+39,065
|
+3%
|
|
|
19
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$24.2M
|
+$1.32M
|
+63,923
|
+6%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22M
|
+$2.21M
|
+107,463
|
+11%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$21.8M
|
-$959K
|
-46,572
|
-4%
|
|
|
22
|
Campbell Wealth Management
Alexandria,
Virginia
|
$21.4M
|
+$872K
|
+42,313
|
+4%
|
|
|
23
|
R.M. Davis Inc
Portland,
Maine
|
$20.5M
|
+$1.1M
|
+53,583
|
+6%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18.8M
|
+$644K
|
+31,239
|
+4%
|
|
|
25
|
Kaye Capital Management
El Segundo,
California
|
$18.6M
|
+$1.36M
|
+66,043
|
+8%
|
|