|
1
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$33.7M
|
+$4.72M
|
+188,759
|
+14%
|
|
|
2
|
Cantor Fitzgerald Investment Advisors
New York
|
$19.8M
|
-$4.76M
|
-190,374
|
-20%
|
|
|
3
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$16.1M
|
+$16.3M
|
+651,638
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$15.9M
|
-$10.1M
|
-405,764
|
-39%
|
|
|
5
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$13.1M
|
+$450K
|
+18,002
|
+4%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$9.4M
|
+$3.52M
|
+140,688
|
+60%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.59M
|
-$57.5K
|
-2,301
|
-0.8%
|
|
|
8
|
|
$7.5M
|
+$7.45M
|
+298,130
|
New
|
|
|
9
|
|
$6.51M
|
+$1.48M
|
+59,400
|
+30%
|
|
|
10
|
Smart Portfolios LLC
Seattle,
Washington
|
$6.5M
|
-$1.15M
|
-46,130
|
-15%
|
|
|
11
|
DeGreen Capital Management
Scottsdale,
Arizona
|
$6.42M
|
-$3.7M
|
-147,941
|
-37%
|
|
|
12
|
Parkside Investments
Deerfield,
Illinois
|
$6.08M
|
+$2.76M
|
+110,235
|
+84%
|
|
|
13
|
The Family Firm
Bethesda,
Maryland
|
$5.98M
|
+$46.5K
|
+1,862
|
+0.8%
|
|
|
14
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$5.03M
|
-$318K
|
-12,729
|
-6%
|
|
|
15
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$4.85M
|
+$242K
|
+9,680
|
+5%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.57M
|
+$2.77M
|
+110,675
|
+156%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$4.12M
|
-$433K
|
-17,330
|
-10%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$3.89M
|
+$143K
|
+5,736
|
+4%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$3.88M
|
-$148K
|
-5,907
|
-4%
|
|
|
20
|
Guggenheim Capital
Chicago,
Illinois
|
$3.87M
|
+$977K
|
+39,079
|
+34%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$3.73M
|
-$39.1K
|
-1,565
|
-1%
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3.71M
|
+$3.4M
|
+136,086
|
+1,213%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$3.64M
|
-$2.84M
|
-113,510
|
-44%
|
|
|
24
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$2.93M
|
-$1.74M
|
-69,625
|
-37%
|
|
|
25
|
FAS Wealth Partners
Leawood,
Kansas
|
$2.14M
|
+$720K
|
+28,804
|
+51%
|
|
