|
1
|
|
$131M
|
+$1.1M
|
+54,322
|
+0.8%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$109M
|
+$16.6M
|
+820,513
|
+18%
|
|
|
3
|
Lido Advisors
Los Angeles,
California
|
$105M
|
+$724K
|
+35,712
|
+0.7%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$98.3M
|
+$99M
|
+4,881,726
|
New
|
|
|
5
|
LPL Financial
San Diego,
California
|
$87.2M
|
-$5.35M
|
-263,518
|
-6%
|
|
|
6
|
TruWealth Advisors
Metairie,
Louisiana
|
$83.9M
|
+$28.8M
|
+1,421,981
|
+52%
|
|
|
7
|
Clearstead Advisors
Cleveland,
Ohio
|
$51.1M
|
+$2.1M
|
+103,391
|
+4%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$49.5M
|
+$7.06M
|
+348,193
|
+16%
|
|
|
9
|
Hills Bank & Trust
North Liberty,
Iowa
|
$45.3M
|
+$526K
|
+25,920
|
+1%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$44.2M
|
+$8M
|
+394,350
|
+22%
|
|
|
11
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$34.1M
|
+$7.45M
|
+367,364
|
+28%
|
|
|
12
|
|
$33.2M
|
-$1.3M
|
-64,314
|
-4%
|
|
|
13
|
Fusion Family Wealth
Woodbury,
New York
|
$31.4M
|
+$31.6M
|
+1,559,179
|
New
|
|
|
14
|
Eastern Bank
Boston,
Massachusetts
|
$30.5M
|
-$527K
|
-25,972
|
-2%
|
|
|
15
|
Brookstone Capital Management
Wheaton,
Illinois
|
$29.8M
|
-$379K
|
-18,697
|
-1%
|
|
|
16
|
MAI Capital Management
Independence,
Ohio
|
$26.7M
|
+$26.9M
|
+1,327,453
|
New
|
|
|
17
|
TLWM Financial
San Antonio,
Texas
|
$26.6M
|
+$2.12M
|
+104,605
|
+9%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20M
|
+$1.01M
|
+49,686
|
+5%
|
|
|
19
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$17.7M
|
+$7.11M
|
+350,590
|
+67%
|
|
|
20
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$16.2M
|
+$1.62M
|
+79,972
|
+11%
|
|
|
21
|
Siligmueller & Norvid Wealth Advisors
Glen Ellyn,
Illinois
|
$15.4M
|
+$15.5M
|
+764,283
|
New
|
|
|
22
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$14.9M
|
+$15M
|
+741,404
|
New
|
|
|
23
|
Sterling Financial Group
Pasadena,
California
|
$14.5M
|
+$1.91M
|
+94,271
|
+15%
|
|
|
24
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$14.4M
|
-$7.33M
|
-361,382
|
-34%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.7M
|
+$1.47M
|
+72,521
|
+13%
|
|
