|
1
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$51M
|
+$24.3M
|
+966,105
|
+60%
|
|
|
2
|
|
$47.9M
|
+$16.3M
|
+645,794
|
+51%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$24.9M
|
+$127K
|
+5,057
|
+0.5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$17.9M
|
-$280K
|
-11,107
|
-2%
|
|
|
5
|
Cantor Fitzgerald Investment Advisors
New York
|
$11.7M
|
-$17.6K
|
-698
|
-0.1%
|
|
|
6
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$10.7M
|
-$723K
|
-28,711
|
-6%
|
|
|
7
|
Madrona Financial Services
Everett,
Washington
|
$8.11M
|
+$369K
|
+14,671
|
+5%
|
|
|
8
|
VanEck Associates
New York
|
$7.94M
|
+$2.52M
|
+100,000
|
+46%
|
|
|
9
|
The Family Firm
Bethesda,
Maryland
|
$5.75M
|
-$151K
|
-5,999
|
-3%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$5.39M
|
+$8.81K
|
+350
|
+0.2%
|
|
|
11
|
White Pine Investment Company
Livonia,
Michigan
|
$5.34M
|
+$333K
|
+13,215
|
+7%
|
|
|
12
|
|
$4.75M
|
-$843K
|
-33,481
|
-15%
|
|
|
13
|
DeGreen Capital Management
Scottsdale,
Arizona
|
$3.75M
|
+$101K
|
+4,007
|
+3%
|
|
|
14
|
Guggenheim Capital
Chicago,
Illinois
|
$3.66M
|
-$765K
|
-30,382
|
-17%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$3.48M
|
+$40.9K
|
+1,624
|
+1%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$3.29M
|
-$24.2K
|
-960
|
-0.7%
|
|
|
17
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$3.15M
|
+$106K
|
+4,228
|
+4%
|
|
|
18
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$3M
|
+$3M
|
+119,000
|
New
|
|
|
19
|
Demars Financial Group
Spokane Valley,
Washington
|
$2.56M
|
-$252
|
-10
|
-0%
|
|
|
20
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$2.53M
|
+$56.7K
|
+2,253
|
+2%
|
|
|
21
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$2.05M
|
+$187K
|
+7,446
|
+10%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.99M
|
+$467K
|
+18,568
|
+31%
|
|
|
23
|
FAS Wealth Partners
Leawood,
Kansas
|
$1.93M
|
-$110K
|
-4,381
|
-5%
|
|
|
24
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$1.79M
|
+$1.79M
|
+71,181
|
New
|
|
|
25
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$1.73M
|
+$18.2K
|
+723
|
+1%
|
|
