|
1
|
Wells Fargo
San Francisco,
California
|
$117M
|
+$8.84M
|
+346,612
|
+8%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$117M
|
-$218K
|
-8,551
|
-0.2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$109M
|
-$10M
|
-392,925
|
-8%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$87.2M
|
+$43.6M
|
+1,708,700
|
+101%
|
|
|
5
|
Kensington Asset Management
Austin,
Texas
|
$84.9M
|
+$8.31M
|
+325,573
|
+11%
|
|
|
6
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$80.8M
|
-$22.1M
|
-865,790
|
-22%
|
|
|
7
|
|
$65.4M
|
+$4.66M
|
+182,545
|
+8%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$52.4M
|
-$594K
|
-23,278
|
-1%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$46.2M
|
-$18.8M
|
-738,455
|
-29%
|
|
|
10
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$39.1M
|
+$2.28M
|
+89,302
|
+6%
|
|
|
11
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$28.3M
|
+$2.61M
|
+102,319
|
+10%
|
|
|
12
|
Insight Wealth Strategies
San Ramon,
California
|
$28.2M
|
+$28.2M
|
+1,105,715
|
New
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$27M
|
+$8.49M
|
+332,731
|
+46%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$20.9M
|
-$297K
|
-11,623
|
-1%
|
|
|
15
|
Lane Brothers & Co
Prescott,
Arizona
|
$17.2M
|
+$1.24M
|
+48,772
|
+8%
|
|
|
16
|
Demars Financial Group
Spokane Valley,
Washington
|
$16.9M
|
+$2.13M
|
+83,576
|
+14%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$15.2M
|
+$3.05M
|
+119,371
|
+25%
|
|
|
18
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$14.9M
|
+$3.15M
|
+123,316
|
+27%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$14.8M
|
-$1.56M
|
-61,210
|
-10%
|
|
|
20
|
White Pine Investment Company
Livonia,
Michigan
|
$14.7M
|
+$508K
|
+19,905
|
+4%
|
|
|
21
|
Strategic Financial Concepts
San Antonio,
Texas
|
$13.5M
|
-$370K
|
-14,495
|
-3%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.5M
|
-$2.66M
|
-104,208
|
-18%
|
|
|
23
|
Parsons Capital Management
Providence,
Rhode Island
|
$12.4M
|
-$386K
|
-15,121
|
-3%
|
|
|
24
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$12.3M
|
+$987K
|
+38,697
|
+9%
|
|
|
25
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$11.3M
|
+$6.57M
|
+257,570
|
+140%
|
|
