|
1
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$31.2M
|
+$10M
|
+404,808
|
+32%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$19.1M
|
+$5.12M
|
+206,849
|
+34%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$18.5M
|
-$790K
|
-31,927
|
-4%
|
|
|
4
|
Cantor Fitzgerald Investment Advisors
New York
|
$17.1M
|
+$1.45M
|
+58,791
|
+9%
|
|
|
5
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$10.7M
|
-$596K
|
-24,102
|
-5%
|
|
|
6
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$8.57M
|
+$1.23M
|
+49,903
|
+16%
|
|
|
7
|
|
$7.42M
|
+$234K
|
+9,467
|
+3%
|
|
|
8
|
Madrona Financial Services
Everett,
Washington
|
$6.89M
|
+$61.2K
|
+2,472
|
+0.9%
|
|
|
9
|
The Family Firm
Bethesda,
Maryland
|
$5.71M
|
-$94.3K
|
-3,811
|
-2%
|
|
|
10
|
DeGreen Capital Management
Scottsdale,
Arizona
|
$5.27M
|
+$533K
|
+21,535
|
+11%
|
|
|
11
|
VanEck Associates
New York
|
$5.08M
|
+$5.32M
|
+215,100
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$4.98M
|
-$783K
|
-31,633
|
-13%
|
|
|
13
|
Guggenheim Capital
Chicago,
Illinois
|
$4.89M
|
+$147K
|
+5,922
|
+3%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$4.87M
|
+$2.42M
|
+97,786
|
+90%
|
|
|
15
|
White Pine Investment Company
Livonia,
Michigan
|
$4.53M
|
+$109K
|
+4,410
|
+2%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$3.48M
|
+$69K
|
+2,790
|
+2%
|
|
|
17
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$2.9M
|
-$254K
|
-10,252
|
-8%
|
|
|
18
|
Demars Financial Group
Spokane Valley,
Washington
|
$2.46M
|
-$48.6K
|
-1,965
|
-2%
|
|
|
19
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$1.75M
|
-$299K
|
-12,087
|
-14%
|
|
|
20
|
FAS Wealth Partners
Leawood,
Kansas
|
$1.7M
|
+$47.6K
|
+1,926
|
+3%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$1.64M
|
-$1.66M
|
-66,915
|
-49%
|
|
|
22
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$1.59M
|
+$1.54M
|
+62,268
|
+1,239%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$1.56M
|
-$335K
|
-13,554
|
-17%
|
|
|
24
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$1.41M
|
-$73.7K
|
-2,979
|
-5%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.31M
|
+$247K
|
+9,976
|
+22%
|
|
