|
1
|
Lido Advisors
Los Angeles,
California
|
$664M
|
-$84.1M
|
-3,997,954
|
-11%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$88.6M
|
-$20.2M
|
-960,296
|
-19%
|
|
|
3
|
|
$84.4M
|
-$6.6M
|
-313,815
|
-7%
|
|
|
4
|
TruWealth Advisors
Metairie,
Louisiana
|
$82.6M
|
+$17.6M
|
+836,029
|
+27%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$79.8M
|
-$38.1M
|
-1,813,188
|
-32%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$74.5M
|
-$26.3M
|
-1,251,811
|
-26%
|
|
|
7
|
Renaissance Technologies
New York
|
$44.1M
|
-$1.32M
|
-62,796
|
-3%
|
|
|
8
|
Asset Dedication LLC
San Francisco,
California
|
$37.7M
|
+$142K
|
+6,754
|
+0.4%
|
|
|
9
|
|
$36.7M
|
+$6.39M
|
+303,907
|
+21%
|
|
|
10
|
Fusion Family Wealth
Woodbury,
New York
|
$31.4M
|
-$114K
|
-5,429
|
-0.4%
|
|
|
11
|
Eastern Bank
Boston,
Massachusetts
|
$28.7M
|
+$243K
|
+11,573
|
+0.9%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$26.5M
|
-$17.1M
|
-810,722
|
-39%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$26M
|
-$2.55M
|
-121,426
|
-9%
|
|
|
14
|
Brookstone Capital Management
Wheaton,
Illinois
|
$25.7M
|
-$1.33M
|
-63,089
|
-5%
|
|
|
15
|
Campbell Wealth Management
Alexandria,
Virginia
|
$25.5M
|
+$975K
|
+46,347
|
+4%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$24.4M
|
-$7.54M
|
-358,354
|
-24%
|
|
|
17
|
Kaye Capital Management
El Segundo,
California
|
$23.8M
|
-$61.7K
|
-2,932
|
-0.3%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$21.2M
|
-$6.13M
|
-291,543
|
-22%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$21.1M
|
+$36.5K
|
+1,735
|
+0.2%
|
|
|
20
|
American Planning Services
Sun City Center,
Florida
|
$20.8M
|
+$454K
|
+21,592
|
+2%
|
|
|
21
|
SNS Financial Group
Minneapolis,
Minnesota
|
$19.6M
|
-$6.67M
|
-316,997
|
-25%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19M
|
-$498K
|
-23,677
|
-3%
|
|
|
23
|
Kestra Private Wealth Services
Austin,
Texas
|
$18.7M
|
-$6.85M
|
-325,617
|
-27%
|
|
|
24
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$18M
|
+$956K
|
+45,440
|
+6%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$17.7M
|
-$14.4M
|
-686,653
|
-45%
|
|