|
1
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$43.8M
|
-$4.91M
|
-193,544
|
-8%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$25.2M
|
-$49.4K
|
-1,946
|
-0.2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$22.4M
|
-$6.28M
|
-247,786
|
-22%
|
|
|
4
|
Ausdal Financial Partners
Davenport,
Iowa
|
$14.4M
|
+$14.4M
|
+567,949
|
New
|
|
|
5
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$14.1M
|
+$11M
|
+435,023
|
+366%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$13.5M
|
+$2.37M
|
+93,601
|
+21%
|
|
|
7
|
|
$13.2M
|
+$5.68M
|
+223,925
|
+75%
|
|
|
8
|
Goodman Financial
Houston,
Texas
|
$12.9M
|
+$12.9M
|
+507,605
|
New
|
|
|
9
|
VanEck Associates
New York
|
$12.6M
|
+$2.54M
|
+100,000
|
+25%
|
|
|
10
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$9.2M
|
+$1.96M
|
+77,401
|
+27%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$8.71M
|
+$1.4M
|
+55,156
|
+19%
|
|
|
12
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$7.14M
|
+$885K
|
+34,889
|
+14%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$6.25M
|
+$3.54M
|
+139,585
|
+131%
|
|
|
14
|
The Family Firm
Bethesda,
Maryland
|
$6.19M
|
+$170K
|
+6,692
|
+3%
|
|
|
15
|
White Pine Investment Company
Livonia,
Michigan
|
$6.07M
|
+$57.4K
|
+2,262
|
+1%
|
|
|
16
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$5.62M
|
-$42.5K
|
-1,676
|
-0.8%
|
|
|
17
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$4.36M
|
-$241K
|
-9,499
|
-5%
|
|
|
18
|
Cantor Fitzgerald Investment Advisors
New York
|
$4.23M
|
-$3.96M
|
-155,940
|
-48%
|
|
|
19
|
High Note Wealth
Deephaven,
Minnesota
|
$4.18M
|
+$4.18M
|
+164,619
|
New
|
|
|
20
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$3.97M
|
+$61.5K
|
+2,425
|
+2%
|
|
|
21
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$3.74M
|
+$1.13M
|
+44,607
|
+43%
|
|
|
22
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$3.61M
|
+$605K
|
+23,869
|
+20%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$3.07M
|
-$1.11M
|
-43,618
|
-27%
|
|
|
24
|
Demars Financial Group
Spokane Valley,
Washington
|
$2.92M
|
+$348K
|
+13,739
|
+14%
|
|
|
25
|
|
$2.75M
|
+$105K
|
+4,139
|
+4%
|
|
