|
1
|
|
$112M
|
+$13.4M
|
+708,042
|
+13%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$96.1M
|
+$9.15M
|
+483,872
|
+10%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$68.1M
|
+$3.69M
|
+194,972
|
+6%
|
|
|
4
|
Shufro Rose & Co
New York
|
$52.8M
|
-$681K
|
-36,023
|
-1%
|
|
|
5
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$52.6M
|
-$21M
|
-1,113,632
|
-28%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$47.6M
|
+$151K
|
+7,981
|
+0.3%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$41.1M
|
+$5.84M
|
+308,843
|
+16%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$40.6M
|
-$732K
|
-38,725
|
-2%
|
|
|
9
|
Lido Advisors
Los Angeles,
California
|
$38.6M
|
+$839K
|
+44,371
|
+2%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$38.3M
|
-$11M
|
-582,500
|
-22%
|
|
|
11
|
Brookstone Capital Management
Wheaton,
Illinois
|
$35M
|
-$3.64M
|
-192,737
|
-9%
|
|
|
12
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$33.6M
|
+$2.16M
|
+114,097
|
+7%
|
|
|
13
|
Fusion Family Wealth
Woodbury,
New York
|
$31.3M
|
+$440K
|
+23,284
|
+1%
|
|
|
14
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$30M
|
+$19.9M
|
+1,052,558
|
+193%
|
|
|
15
|
Eastern Bank
Boston,
Massachusetts
|
$27.2M
|
+$166K
|
+8,757
|
+0.6%
|
|
|
16
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$27M
|
+$971K
|
+51,353
|
+4%
|
|
|
17
|
|
$24.5M
|
-$7.68M
|
-406,193
|
-24%
|
|
|
18
|
TLWM Financial
San Antonio,
Texas
|
$22.1M
|
+$2.4M
|
+127,000
|
+12%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.9M
|
+$801K
|
+42,376
|
+4%
|
|
|
20
|
Asset Dedication LLC
San Francisco,
California
|
$20.6M
|
+$38K
|
+2,013
|
+0.2%
|
|
|
21
|
Hills Bank & Trust
North Liberty,
Iowa
|
$20M
|
+$20.2M
|
+1,066,317
|
New
|
|
|
22
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$19.3M
|
+$48.1K
|
+2,545
|
+0.2%
|
|
|
23
|
Kickstand Ventures
Pittsford,
New York
|
$18.8M
|
+$18.9M
|
+999,363
|
New
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$18.4M
|
+$2.76M
|
+145,770
|
+17%
|
|
|
25
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$17.2M
|
-$3.61M
|
-191,010
|
-17%
|
|
