|
1
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$31.5M
|
-$12M
|
-475,230
|
-24%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$18.6M
|
+$888K
|
+35,217
|
+5%
|
|
|
3
|
Cantor Fitzgerald Investment Advisors
New York
|
$16.9M
|
-$1.71M
|
-67,898
|
-9%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$16.2M
|
+$3.57M
|
+141,616
|
+28%
|
|
|
5
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$12.5M
|
-$619K
|
-24,541
|
-5%
|
|
|
6
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$7.78M
|
-$1.31K
|
-52
|
-0%
|
|
|
7
|
|
$7.65M
|
+$648K
|
+25,711
|
+9%
|
|
|
8
|
Madrona Financial Services
Everett,
Washington
|
$7.18M
|
+$7.18M
|
+284,640
|
New
|
|
|
9
|
Madrona Funds
Everett,
Washington
|
$7.18M
|
+$7.18M
|
+284,640
|
New
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$7.17M
|
+$522K
|
+20,721
|
+8%
|
|
|
11
|
Smart Portfolios LLC
Seattle,
Washington
|
$6.57M
|
+$71.5K
|
+2,835
|
+1%
|
|
|
12
|
The Family Firm
Bethesda,
Maryland
|
$6.1M
|
+$90.2K
|
+3,577
|
+2%
|
|
|
13
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$5.62M
|
+$395K
|
+15,675
|
+8%
|
|
|
14
|
DeGreen Capital Management
Scottsdale,
Arizona
|
$5.32M
|
-$582K
|
-23,101
|
-10%
|
|
|
15
|
Guggenheim Capital
Chicago,
Illinois
|
$4.82M
|
+$248K
|
+9,841
|
+5%
|
|
|
16
|
|
$4.52M
|
-$9.84M
|
-390,394
|
-69%
|
|
|
17
|
White Pine Investment Company
Livonia,
Michigan
|
$4.21M
|
+$95.2K
|
+3,777
|
+2%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$3.93M
|
+$1.9M
|
+75,350
|
+93%
|
|
|
19
|
Parkside Investments
Deerfield,
Illinois
|
$3.58M
|
-$719K
|
-28,540
|
-17%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$3.46M
|
-$4.44K
|
-176
|
-0.1%
|
|
|
21
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$2.22M
|
+$7.99K
|
+317
|
+0.4%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$1.9M
|
-$1.54M
|
-61,212
|
-45%
|
|
|
23
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$1.89M
|
+$1.7M
|
+67,275
|
+869%
|
|
|
24
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$1.85M
|
+$76.2K
|
+3,023
|
+4%
|
|
|
25
|
FAS Wealth Partners
Leawood,
Kansas
|
$1.82M
|
-$251K
|
-9,969
|
-12%
|
|
