|
1
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$45.8M
|
+$1.97M
|
+77,582
|
+4%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$29.3M
|
+$4.07M
|
+160,500
|
+16%
|
|
|
3
|
Goodman Financial
Houston,
Texas
|
$25.1M
|
+$12.2M
|
+481,213
|
+95%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$21.4M
|
-$1.07M
|
-42,075
|
-5%
|
|
|
5
|
|
$18.7M
|
+$5.5M
|
+216,838
|
+42%
|
|
|
6
|
Ausdal Financial Partners
Davenport,
Iowa
|
$14.1M
|
-$321K
|
-12,640
|
-2%
|
|
|
7
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$14.1M
|
–
|
–
|
–
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$13.3M
|
+$4.62M
|
+181,918
|
+53%
|
|
|
9
|
VanEck Associates
New York
|
$12.6M
|
–
|
–
|
–
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$11.3M
|
-$2.08M
|
-81,905
|
-15%
|
|
|
11
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$11.3M
|
+$4.11M
|
+162,180
|
+58%
|
|
|
12
|
ERn Financial LLC
Middleton,
Wisconsin
|
$10.4M
|
+$10.4M
|
+410,896
|
New
|
|
|
13
|
Madrona Financial Services
Everett,
Washington
|
$9.62M
|
+$9.61M
|
+378,695
|
New
|
|
|
14
|
Cantor Fitzgerald Investment Advisors
New York
|
$8.94M
|
+$4.69M
|
+185,027
|
+111%
|
|
|
15
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$8.58M
|
-$624K
|
-24,606
|
-7%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$7.11M
|
+$848K
|
+33,410
|
+14%
|
|
|
17
|
The Family Firm
Bethesda,
Maryland
|
$6.35M
|
+$163K
|
+6,411
|
+3%
|
|
|
18
|
White Pine Investment Company
Livonia,
Michigan
|
$6.06M
|
-$14.1K
|
-555
|
-0.2%
|
|
|
19
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$5.69M
|
+$65.6K
|
+2,585
|
+1%
|
|
|
20
|
|
$5.41M
|
+$3.19M
|
+125,719
|
+144%
|
|
|
21
|
Ceera Investments
Bellaire,
Texas
|
$5.09M
|
+$5.08M
|
+200,420
|
New
|
|
|
22
|
High Note Wealth
Deephaven,
Minnesota
|
$5.07M
|
+$857K
|
+33,765
|
+21%
|
|
|
23
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$4.32M
|
+$579K
|
+22,825
|
+15%
|
|
|
24
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$4.03M
|
-$338K
|
-13,330
|
-8%
|
|
|
25
|
Scotia Capital
Toronto,
Ontario, Canada
|
$3.98M
|
+$3.97M
|
+156,571
|
New
|
|
