|
1
|
Lido Advisors
Los Angeles,
California
|
$1.13B
|
+$97.5M
|
+4,982,335
|
+9%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$150M
|
+$5.01M
|
+255,833
|
+3%
|
|
|
3
|
|
$144M
|
+$2.62M
|
+134,039
|
+2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$139M
|
-$6.06M
|
-309,359
|
-4%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$138M
|
-$6.11M
|
-312,113
|
-4%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$105M
|
+$2.58M
|
+131,588
|
+3%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$90.8M
|
+$2.43M
|
+123,891
|
+3%
|
|
|
8
|
|
$68M
|
+$1.5M
|
+76,389
|
+2%
|
|
|
9
|
Hills Bank & Trust
North Liberty,
Iowa
|
$55.3M
|
+$360K
|
+18,386
|
+0.7%
|
|
|
10
|
MAI Capital Management
Independence,
Ohio
|
$53.8M
|
+$4.56M
|
+232,860
|
+9%
|
|
|
11
|
MML Investors Services
Springfield,
Massachusetts
|
$51.5M
|
+$7.28M
|
+371,844
|
+16%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$44M
|
+$2.75M
|
+140,706
|
+7%
|
|
|
13
|
Fusion Family Wealth
Woodbury,
New York
|
$42.8M
|
+$7.46M
|
+381,212
|
+21%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$35.4M
|
-$79.5K
|
-4,062
|
-0.2%
|
|
|
15
|
SNS Financial Group
Minneapolis,
Minnesota
|
$35.3M
|
+$820K
|
+41,877
|
+2%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$32.6M
|
+$2.58M
|
+131,736
|
+9%
|
|
|
17
|
TLWM Financial
San Antonio,
Texas
|
$30.9M
|
-$179K
|
-9,151
|
-0.6%
|
|
|
18
|
Brookstone Capital Management
Wheaton,
Illinois
|
$29.6M
|
+$664K
|
+33,892
|
+2%
|
|
|
19
|
Asset Dedication LLC
San Francisco,
California
|
$27.7M
|
+$1.32M
|
+67,660
|
+5%
|
|
|
20
|
R.M. Davis Inc
Portland,
Maine
|
$26.2M
|
+$47.6K
|
+2,432
|
+0.2%
|
|
|
21
|
MONECO Advisors
Fairfield,
Connecticut
|
$26.1M
|
+$1.06M
|
+54,118
|
+4%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.5M
|
+$1.89M
|
+96,783
|
+8%
|
|
|
23
|
Hudson Capital Management
Ramsey,
New Jersey
|
$24.5M
|
+$15.8M
|
+807,073
|
+182%
|
|
|
24
|
Shufro Rose & Co
New York
|
$23.3M
|
+$393K
|
+20,080
|
+2%
|
|
|
25
|
BCS Wealth Management
Johnson City,
Tennessee
|
$21.5M
|
+$10.5M
|
+534,928
|
+95%
|
|
