|
1
|
Lido Advisors
Los Angeles,
California
|
$1.22B
|
+$207M
|
+10,625,395
|
+20%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$199M
|
+$119M
|
+6,136,520
|
+149%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$137M
|
+$16.8M
|
+863,551
|
+14%
|
|
|
4
|
|
$135M
|
-$2.53M
|
-129,879
|
-2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$109M
|
+$10.8M
|
+555,425
|
+11%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$104M
|
+$104M
|
+5,350,407
|
New
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$93.1M
|
+$770K
|
+39,576
|
+0.8%
|
|
|
8
|
Hills Bank & Trust
North Liberty,
Iowa
|
$51.4M
|
+$1.72M
|
+88,538
|
+3%
|
|
|
9
|
MAI Capital Management
Independence,
Ohio
|
$47.4M
|
+$47.5M
|
+2,439,315
|
New
|
|
|
10
|
|
$44.8M
|
-$346K
|
-17,793
|
-0.8%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$38.4M
|
-$1.63M
|
-83,930
|
-4%
|
|
|
12
|
Fusion Family Wealth
Woodbury,
New York
|
$33.3M
|
-$154K
|
-7,933
|
-0.5%
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
$32.7M
|
+$3.06M
|
+157,029
|
+10%
|
|
|
14
|
SNS Financial Group
Minneapolis,
Minnesota
|
$31.8M
|
+$2.35M
|
+120,679
|
+8%
|
|
|
15
|
Brookstone Capital Management
Wheaton,
Illinois
|
$30.6M
|
-$418K
|
-21,478
|
-1%
|
|
|
16
|
TLWM Financial
San Antonio,
Texas
|
$29.6M
|
+$2.26M
|
+116,345
|
+8%
|
|
|
17
|
Shufro Rose & Co
New York
|
$29.3M
|
+$6.27M
|
+322,142
|
+27%
|
|
|
18
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$27.8M
|
+$27.8M
|
+1,428,206
|
New
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$27.6M
|
+$1.7M
|
+87,187
|
+7%
|
|
|
20
|
Focus Partners Wealth
Boston,
Massachusetts
|
$26.8M
|
+$805K
|
+41,373
|
+3%
|
|
|
21
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$26.4M
|
-$16.9M
|
-868,914
|
-39%
|
|
|
22
|
Asset Dedication LLC
San Francisco,
California
|
$25.4M
|
-$2.27M
|
-116,636
|
-8%
|
|
|
23
|
Renaissance Technologies
New York
|
$24.9M
|
+$12.6M
|
+648,783
|
+102%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$24.3M
|
+$459K
|
+23,567
|
+2%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.6M
|
-$1.69M
|
-86,886
|
-7%
|
|
