|
1
|
Lido Advisors
Los Angeles,
California
|
$1.05B
|
-$78.4M
|
-4,007,284
|
-7%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$153M
|
+$4.09M
|
+209,088
|
+3%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$135M
|
-$3.12M
|
-159,382
|
-2%
|
|
|
4
|
|
$116M
|
-$27.7M
|
-1,414,342
|
-19%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$80.4M
|
-$24M
|
-1,227,626
|
-23%
|
|
|
6
|
|
$72.1M
|
+$4.27M
|
+218,145
|
+6%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$69.3M
|
-$21.4M
|
-1,092,331
|
-24%
|
|
|
8
|
Hills Bank & Trust
North Liberty,
Iowa
|
$57.1M
|
+$1.94M
|
+99,042
|
+4%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$51.9M
|
-$87.3M
|
-4,465,263
|
-63%
|
|
|
10
|
MAI Capital Management
Independence,
Ohio
|
$51M
|
-$2.67M
|
-136,314
|
-5%
|
|
|
11
|
MML Investors Services
Springfield,
Massachusetts
|
$47.3M
|
-$4.01M
|
-204,975
|
-8%
|
|
|
12
|
Fusion Family Wealth
Woodbury,
New York
|
$45.4M
|
+$2.71M
|
+138,312
|
+6%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$41.5M
|
-$2.47M
|
-126,218
|
-6%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$35.8M
|
+$560K
|
+28,630
|
+2%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$33.5M
|
+$1M
|
+51,230
|
+3%
|
|
|
16
|
TLWM Financial
San Antonio,
Texas
|
$33.3M
|
+$2.46M
|
+125,891
|
+8%
|
|
|
17
|
Brookstone Capital Management
Wheaton,
Illinois
|
$29.9M
|
+$428K
|
+21,859
|
+1%
|
|
|
18
|
SNS Financial Group
Minneapolis,
Minnesota
|
$29.3M
|
-$5.88M
|
-300,590
|
-17%
|
|
|
19
|
Focus Partners Wealth
Boston,
Massachusetts
|
$28.5M
|
+$16.2M
|
+830,583
|
+132%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.9M
|
+$2.44M
|
+124,822
|
+10%
|
|
|
21
|
Asset Dedication LLC
San Francisco,
California
|
$26.5M
|
-$1.13M
|
-57,702
|
-4%
|
|
|
22
|
MONECO Advisors
Fairfield,
Connecticut
|
$26.5M
|
+$543K
|
+27,735
|
+2%
|
|
|
23
|
Hudson Capital Management
Ramsey,
New Jersey
|
$25.7M
|
+$1.25M
|
+63,977
|
+5%
|
|
|
24
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$20.8M
|
+$132K
|
+6,735
|
+0.6%
|
|
|
25
|
Clark Asset Management
Stratham,
New Hampshire
|
$20.5M
|
+$2.61M
|
+133,366
|
+15%
|
|
