|
1
|
Lido Advisors
Los Angeles,
California
|
$624M
|
-$41M
|
-1,942,448
|
-6%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$87.2M
|
-$1.64M
|
-77,909
|
-2%
|
|
|
3
|
TruWealth Advisors
Metairie,
Louisiana
|
$85.5M
|
+$2.66M
|
+125,888
|
+3%
|
|
|
4
|
|
$72.4M
|
-$12.3M
|
-582,900
|
-15%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$66M
|
-$14M
|
-664,661
|
-18%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$64.6M
|
-$10.2M
|
-482,670
|
-14%
|
|
|
7
|
Renaissance Technologies
New York
|
$44.1M
|
-$129K
|
-6,100
|
-0.3%
|
|
|
8
|
|
$42.5M
|
+$5.72M
|
+270,986
|
+16%
|
|
|
9
|
Asset Dedication LLC
San Francisco,
California
|
$36.3M
|
-$1.51M
|
-71,614
|
-4%
|
|
|
10
|
Fusion Family Wealth
Woodbury,
New York
|
$31.7M
|
+$157K
|
+7,423
|
+0.5%
|
|
|
11
|
Eastern Bank
Boston,
Massachusetts
|
$28.5M
|
-$283K
|
-13,416
|
-1%
|
|
|
12
|
Campbell Wealth Management
Alexandria,
Virginia
|
$26.3M
|
+$754K
|
+35,710
|
+3%
|
|
|
13
|
Brookstone Capital Management
Wheaton,
Illinois
|
$25.4M
|
-$346K
|
-16,371
|
-1%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$23.5M
|
-$3.05M
|
-144,362
|
-11%
|
|
|
15
|
Kaye Capital Management
El Segundo,
California
|
$22.5M
|
-$1.32M
|
-62,777
|
-6%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$22.2M
|
-$2.25M
|
-106,423
|
-9%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.3M
|
+$1.21M
|
+57,160
|
+6%
|
|
|
18
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$19M
|
+$957K
|
+45,357
|
+5%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$18.7M
|
-$7.36M
|
-348,877
|
-28%
|
|
|
20
|
Kestra Private Wealth Services
Austin,
Texas
|
$18.3M
|
-$461K
|
-21,858
|
-2%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$17.7M
|
+$551K
|
+26,085
|
+3%
|
|
|
22
|
Kirr Marbach & Co
Columbus,
Indiana
|
$16.7M
|
-$306K
|
-14,501
|
-2%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$16M
|
-$5.07M
|
-240,273
|
-24%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.1M
|
+$282K
|
+13,363
|
+2%
|
|
|
25
|
Stephens Inc
Little Rock,
Arkansas
|
$14.8M
|
-$465K
|
-22,043
|
-3%
|
|
