|
1
|
|
$100M
|
+$25.5M
|
+1,336,666
|
+34%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$87.7M
|
+$4.81M
|
+251,947
|
+6%
|
|
|
3
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$74.1M
|
-$9.85M
|
-515,389
|
-12%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$65M
|
+$13.3M
|
+695,162
|
+25%
|
|
|
5
|
Shufro Rose & Co
New York
|
$53.9M
|
-$9.53M
|
-498,957
|
-15%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$49.7M
|
+$7.18M
|
+375,797
|
+17%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$47.8M
|
+$10.5M
|
+547,607
|
+28%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$41.6M
|
+$5.63M
|
+294,788
|
+15%
|
|
|
9
|
Brookstone Capital Management
Wheaton,
Illinois
|
$38.9M
|
-$430K
|
-22,494
|
-1%
|
|
|
10
|
Lido Advisors
Los Angeles,
California
|
$38.1M
|
+$29.3M
|
+1,531,642
|
+321%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$35.6M
|
+$2.84M
|
+148,900
|
+9%
|
|
|
12
|
|
$32.4M
|
+$22.1M
|
+1,157,892
|
+209%
|
|
|
13
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$31.7M
|
+$1.13M
|
+59,178
|
+4%
|
|
|
14
|
Fusion Family Wealth
Woodbury,
New York
|
$31.1M
|
+$560K
|
+29,326
|
+2%
|
|
|
15
|
Eastern Bank
Boston,
Massachusetts
|
$27.3M
|
+$328K
|
+17,155
|
+1%
|
|
|
16
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$26.3M
|
+$749K
|
+39,229
|
+3%
|
|
|
17
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$21M
|
+$1.51M
|
+79,060
|
+8%
|
|
|
18
|
Asset Dedication LLC
San Francisco,
California
|
$20.7M
|
+$77.6K
|
+4,060
|
+0.4%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.3M
|
+$4.52M
|
+236,805
|
+28%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$20.2M
|
+$534K
|
+27,929
|
+3%
|
|
|
21
|
TLWM Financial
San Antonio,
Texas
|
$19.9M
|
+$1.24M
|
+64,960
|
+7%
|
|
|
22
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$19.4M
|
-$6.78M
|
-355,121
|
-26%
|
|
|
23
|
|
$18.6M
|
-$1.68M
|
-87,948
|
-8%
|
|
|
24
|
Nottingham Advisors
Amherst,
New York
|
$16.8M
|
+$15.4M
|
+803,865
|
+995%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$15.8M
|
+$2.59M
|
+135,609
|
+19%
|
|
