|
1
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$31.8M
|
-$1.68M
|
-68,045
|
-4%
|
|
|
2
|
|
$31.4M
|
+$30M
|
+1,214,913
|
+3,006%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$24.6M
|
+$4.33M
|
+175,416
|
+22%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$18M
|
-$1.51M
|
-61,253
|
-8%
|
|
|
5
|
Cantor Fitzgerald Investment Advisors
New York
|
$11.7M
|
-$6.27M
|
-254,327
|
-35%
|
|
|
6
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$11.3M
|
+$14.7K
|
+594
|
+0.1%
|
|
|
7
|
Madrona Financial Services
Everett,
Washington
|
$7.68M
|
+$377K
|
+15,300
|
+5%
|
|
|
8
|
The Family Firm
Bethesda,
Maryland
|
$5.86M
|
-$184K
|
-7,443
|
-3%
|
|
|
9
|
|
$5.55M
|
-$2.28M
|
-92,430
|
-29%
|
|
|
10
|
VanEck Associates
New York
|
$5.38M
|
–
|
–
|
–
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$5.35M
|
+$66K
|
+2,675
|
+1%
|
|
|
12
|
White Pine Investment Company
Livonia,
Michigan
|
$4.97M
|
+$174K
|
+7,045
|
+4%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$4.6M
|
-$546K
|
-22,122
|
-11%
|
|
|
14
|
Guggenheim Capital
Chicago,
Illinois
|
$4.39M
|
-$776K
|
-31,446
|
-15%
|
|
|
15
|
DeGreen Capital Management
Scottsdale,
Arizona
|
$3.62M
|
-$1.94M
|
-78,499
|
-35%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$3.42M
|
-$256K
|
-10,362
|
-7%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$3.29M
|
+$1.52M
|
+61,723
|
+89%
|
|
|
18
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$3.02M
|
-$47.9K
|
-1,941
|
-2%
|
|
|
19
|
Integrated Advisors Network
Dallas,
Texas
|
$2.78M
|
+$2.74M
|
+110,973
|
New
|
|
|
20
|
Demars Financial Group
Spokane Valley,
Washington
|
$2.54M
|
-$69.2K
|
-2,807
|
-3%
|
|
|
21
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$2.46M
|
-$6.52M
|
-264,438
|
-73%
|
|
|
22
|
FAS Wealth Partners
Leawood,
Kansas
|
$2.02M
|
+$222K
|
+9,016
|
+13%
|
|
|
23
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$1.85M
|
-$11.6K
|
-470
|
-0.6%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$1.7M
|
+$46.3K
|
+1,878
|
+3%
|
|
|
25
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$1.7M
|
+$10.9K
|
+440
|
+0.7%
|
|
