|
1
|
Lido Advisors
Los Angeles,
California
|
$751M
|
-$298M
|
-14,213,685
|
-29%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$117M
|
-$15.7M
|
-748,731
|
-12%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$108M
|
+$6.62M
|
+316,241
|
+7%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$100M
|
+$2.87M
|
+137,314
|
+3%
|
|
|
5
|
|
$90.6M
|
-$17.9M
|
-854,410
|
-17%
|
|
|
6
|
TruWealth Advisors
Metairie,
Louisiana
|
$64.7M
|
+$2.34M
|
+111,905
|
+4%
|
|
|
7
|
Renaissance Technologies
New York
|
$45.2M
|
+$12.2M
|
+584,328
|
+37%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$43.4M
|
-$92.8M
|
-4,434,790
|
-68%
|
|
|
9
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$38.8M
|
+$1.35M
|
+64,293
|
+4%
|
|
|
10
|
Asset Dedication LLC
San Francisco,
California
|
$37.4M
|
-$4.3M
|
-205,252
|
-10%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$32M
|
-$11.2M
|
-534,154
|
-26%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$31.8M
|
+$1.4M
|
+66,826
|
+5%
|
|
|
13
|
Fusion Family Wealth
Woodbury,
New York
|
$31.4M
|
+$692K
|
+33,047
|
+2%
|
|
|
14
|
|
$30.2M
|
+$3.13M
|
+149,499
|
+12%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$28.4M
|
-$6.07M
|
-290,016
|
-18%
|
|
|
16
|
Eastern Bank
Boston,
Massachusetts
|
$28.4M
|
+$2.51M
|
+119,832
|
+10%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$28.1M
|
-$2.46M
|
-117,295
|
-8%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$27.3M
|
-$2.09M
|
-99,692
|
-7%
|
|
|
19
|
Brookstone Capital Management
Wheaton,
Illinois
|
$26.9M
|
-$2.27M
|
-108,331
|
-8%
|
|
|
20
|
SNS Financial Group
Minneapolis,
Minnesota
|
$26.1M
|
+$6.69M
|
+319,567
|
+34%
|
|
|
21
|
Kestra Private Wealth Services
Austin,
Texas
|
$25.4M
|
+$1.39M
|
+66,333
|
+6%
|
|
|
22
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$24.7M
|
-$44.7M
|
-2,137,462
|
-65%
|
|
|
23
|
Campbell Wealth Management
Alexandria,
Virginia
|
$24.4M
|
+$2.71M
|
+129,455
|
+12%
|
|
|
24
|
Kaye Capital Management
El Segundo,
California
|
$23.7M
|
-$1.08M
|
-51,718
|
-4%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$20.9M
|
-$9.06M
|
-432,723
|
-30%
|
|