|
1
|
Lido Advisors
Los Angeles,
California
|
$1.02B
|
+$262M
|
+13,507,243
|
+35%
|
|
|
2
|
|
$138M
|
-$1.73M
|
-88,962
|
-1%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$121M
|
+$2.17M
|
+111,755
|
+2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$99M
|
-$5.29M
|
-272,474
|
-5%
|
|
|
5
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$97.6M
|
+$27.7M
|
+1,424,452
|
+40%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$93M
|
-$3.04M
|
-156,215
|
-3%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$80.7M
|
+$10M
|
+515,424
|
+14%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$57.4M
|
+$3.39M
|
+174,225
|
+6%
|
|
|
9
|
Hills Bank & Trust
North Liberty,
Iowa
|
$50.1M
|
+$1.46M
|
+75,230
|
+3%
|
|
|
10
|
|
$45.5M
|
+$7.92M
|
+407,605
|
+21%
|
|
|
11
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$43.5M
|
-$1.87M
|
-96,155
|
-4%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$40.4M
|
-$3.4M
|
-174,908
|
-8%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$38.2M
|
-$2.36M
|
-121,217
|
-6%
|
|
|
14
|
Fusion Family Wealth
Woodbury,
New York
|
$33.6M
|
+$471K
|
+24,227
|
+1%
|
|
|
15
|
Brookstone Capital Management
Wheaton,
Illinois
|
$31.3M
|
-$305K
|
-15,677
|
-1%
|
|
|
16
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$30.4M
|
-$868K
|
-44,683
|
-3%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$29.9M
|
+$13.9M
|
+716,716
|
+88%
|
|
|
18
|
SNS Financial Group
Minneapolis,
Minnesota
|
$29.7M
|
+$1.12M
|
+57,784
|
+4%
|
|
|
19
|
Asset Dedication LLC
San Francisco,
California
|
$27.9M
|
+$835K
|
+42,962
|
+3%
|
|
|
20
|
TLWM Financial
San Antonio,
Texas
|
$27.5M
|
+$701K
|
+36,053
|
+3%
|
|
|
21
|
Focus Partners Wealth
Boston,
Massachusetts
|
$26.2M
|
+$446K
|
+22,940
|
+2%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$26.1M
|
+$1.82M
|
+93,505
|
+8%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25.5M
|
-$3.94M
|
-202,926
|
-13%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$24M
|
+$3.04M
|
+156,367
|
+15%
|
|
|
25
|
Shufro Rose & Co
New York
|
$22.7M
|
–
|
–
|
–
|
|
