|
1
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$53.5M
|
+$3.21M
|
+127,283
|
+5%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$24.4M
|
-$637K
|
-25,215
|
-3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$17.5M
|
-$410K
|
-16,227
|
-2%
|
|
|
4
|
VanEck Associates
New York
|
$9.99M
|
+$2.02M
|
+80,000
|
+25%
|
|
|
5
|
Madrona Financial Services
Everett,
Washington
|
$8.39M
|
+$255K
|
+10,109
|
+3%
|
|
|
6
|
Cantor Fitzgerald Investment Advisors
New York
|
$8.21M
|
-$3.61M
|
-142,767
|
-31%
|
|
|
7
|
DeGreen Capital Management
Scottsdale,
Arizona
|
$7.91M
|
+$3.66M
|
+144,960
|
+97%
|
|
|
8
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$7.79M
|
+$7.78M
|
+308,131
|
New
|
|
|
9
|
|
$5.82M
|
+$1.06M
|
+41,789
|
+22%
|
|
|
10
|
The Family Firm
Bethesda,
Maryland
|
$5.75M
|
-$31.5K
|
-1,247
|
-0.5%
|
|
|
11
|
White Pine Investment Company
Livonia,
Michigan
|
$5.66M
|
+$300K
|
+11,885
|
+6%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$5.41M
|
-$6.62K
|
-262
|
-0.1%
|
|
|
13
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$4.74M
|
-$6.02M
|
-238,220
|
-56%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$3.84M
|
+$545K
|
+21,573
|
+17%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$3.69M
|
+$200K
|
+7,904
|
+6%
|
|
|
16
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$3.62M
|
+$462K
|
+18,275
|
+15%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$3.52M
|
+$3.52M
|
+139,226
|
New
|
|
|
18
|
Guggenheim Capital
Chicago,
Illinois
|
$3.41M
|
-$259K
|
-10,270
|
-7%
|
|
|
19
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$3.01M
|
–
|
–
|
–
|
|
|
20
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$2.82M
|
+$277K
|
+10,972
|
+11%
|
|
|
21
|
Demars Financial Group
Spokane Valley,
Washington
|
$2.56M
|
-$10.4K
|
-410
|
-0.4%
|
|
|
22
|
FAS Wealth Partners
Leawood,
Kansas
|
$2.37M
|
+$431K
|
+17,074
|
+22%
|
|
|
23
|
|
$2.21M
|
-$45.8M
|
-1,813,802
|
-95%
|
|
|
24
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$2.07M
|
+$17K
|
+674
|
+0.8%
|
|
|
25
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$1.83M
|
+$452K
|
+17,905
|
+33%
|
|
