|
1
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$45M
|
-$8.87M
|
-349,669
|
-13%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$28.7M
|
+$11.2M
|
+439,393
|
+63%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$25.2M
|
+$752K
|
+29,620
|
+3%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$11.2M
|
+$7.38M
|
+290,719
|
+191%
|
|
|
5
|
VanEck Associates
New York
|
$10M
|
–
|
–
|
–
|
|
|
6
|
Madrona Financial Services
Everett,
Washington
|
$9.28M
|
+$865K
|
+34,104
|
+10%
|
|
|
7
|
Cantor Fitzgerald Investment Advisors
New York
|
$8.16M
|
-$44.1K
|
-1,739
|
-0.5%
|
|
|
8
|
|
$7.58M
|
+$5.37M
|
+211,555
|
+242%
|
|
|
9
|
|
$7.53M
|
+$1.7M
|
+66,836
|
+29%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$7.31M
|
+$1.89M
|
+74,401
|
+35%
|
|
|
11
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$7.23M
|
-$588K
|
-23,185
|
-8%
|
|
|
12
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$6.25M
|
+$6.25M
|
+246,437
|
New
|
|
|
13
|
The Family Firm
Bethesda,
Maryland
|
$6.02M
|
+$262K
|
+10,308
|
+5%
|
|
|
14
|
White Pine Investment Company
Livonia,
Michigan
|
$6.01M
|
+$332K
|
+13,080
|
+6%
|
|
|
15
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$5.67M
|
+$2.03M
|
+80,043
|
+56%
|
|
|
16
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$4.61M
|
-$127K
|
-4,988
|
-3%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$4.17M
|
+$465K
|
+18,315
|
+13%
|
|
|
18
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$3.91M
|
+$1.83M
|
+71,963
|
+88%
|
|
|
19
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$3.02M
|
–
|
–
|
–
|
|
|
20
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$3M
|
+$173K
|
+6,822
|
+6%
|
|
|
21
|
Guggenheim Capital
Chicago,
Illinois
|
$2.88M
|
-$539K
|
-21,257
|
-16%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$2.71M
|
+$1.07M
|
+42,075
|
+65%
|
|
|
23
|
Caliber Wealth Management (Utah)
Orem,
Utah
|
$2.65M
|
+$2.65M
|
+104,527
|
New
|
|
|
24
|
|
$2.64M
|
+$2.05M
|
+80,626
|
+342%
|
|
|
25
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$2.61M
|
+$773K
|
+30,462
|
+42%
|
|
