|
1
|
Lido Advisors
Los Angeles,
California
|
$1.04B
|
-$125M
|
-6,001,404
|
-11%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$136M
|
+$8.17M
|
+393,025
|
+6%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$133M
|
+$958K
|
+46,121
|
+0.7%
|
|
|
4
|
|
$108M
|
-$9.42M
|
-453,604
|
-8%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$101M
|
+$15.6M
|
+753,178
|
+18%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$97.2M
|
-$6.55M
|
-315,148
|
-6%
|
|
|
7
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$69.6M
|
+$68.7M
|
+3,306,591
|
+17,095%
|
|
|
8
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$69.2M
|
+$68.5M
|
+3,297,792
|
+20,527%
|
|
|
9
|
TruWealth Advisors
Metairie,
Louisiana
|
$62.1M
|
+$1.47M
|
+70,939
|
+2%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$43.1M
|
-$5.9M
|
-284,052
|
-12%
|
|
|
11
|
Asset Dedication LLC
San Francisco,
California
|
$41.5M
|
+$5.41M
|
+260,328
|
+15%
|
|
|
12
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$37.3M
|
+$959K
|
+46,152
|
+3%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$34.4M
|
+$580K
|
+27,904
|
+2%
|
|
|
14
|
Renaissance Technologies
New York
|
$32.9M
|
+$23.6M
|
+1,137,484
|
+261%
|
|
|
15
|
Fusion Family Wealth
Woodbury,
New York
|
$30.6M
|
-$346K
|
-16,638
|
-1%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$30.5M
|
+$2.88M
|
+138,841
|
+11%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$30.3M
|
-$29.5M
|
-1,418,126
|
-49%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$29.9M
|
-$10.7M
|
-515,049
|
-26%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$29.2M
|
+$7.26M
|
+349,526
|
+33%
|
|
|
20
|
Brookstone Capital Management
Wheaton,
Illinois
|
$29M
|
-$139K
|
-6,668
|
-0.5%
|
|
|
21
|
|
$26.9M
|
+$3.59M
|
+172,827
|
+15%
|
|
|
22
|
Eastern Bank
Boston,
Massachusetts
|
$25.8M
|
+$148K
|
+7,118
|
+0.6%
|
|
|
23
|
Kaye Capital Management
El Segundo,
California
|
$24.7M
|
-$339K
|
-16,325
|
-1%
|
|
|
24
|
Kestra Private Wealth Services
Austin,
Texas
|
$24M
|
+$20M
|
+962,531
|
+521%
|
|
|
25
|
Campbell Wealth Management
Alexandria,
Virginia
|
$21.6M
|
+$156K
|
+7,503
|
+0.7%
|
|
