|
1
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$46.9M
|
-$2.75M
|
-108,516
|
-5%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$41.1M
|
+$12M
|
+473,487
|
+41%
|
|
|
3
|
Goodman Financial
Houston,
Texas
|
$27.6M
|
+$2.64M
|
+104,104
|
+11%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$19.9M
|
-$1.41M
|
-55,652
|
-7%
|
|
|
5
|
|
$18.3M
|
-$330K
|
-13,011
|
-2%
|
|
|
6
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$14M
|
–
|
–
|
–
|
|
|
7
|
VanEck Associates
New York
|
$12.5M
|
–
|
–
|
–
|
|
|
8
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$12M
|
+$826K
|
+32,596
|
+7%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$10.9M
|
-$2.37M
|
-93,702
|
-18%
|
|
|
10
|
|
$9.83M
|
+$4.46M
|
+176,103
|
+83%
|
|
|
11
|
Madrona Financial Services
Everett,
Washington
|
$9.75M
|
+$182K
|
+7,173
|
+2%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$8.9M
|
-$2.36M
|
-93,153
|
-21%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$8.57M
|
+$1.51M
|
+59,606
|
+21%
|
|
|
14
|
FAS Wealth Partners
Leawood,
Kansas
|
$8.44M
|
+$5.79M
|
+228,467
|
+216%
|
|
|
15
|
Cantor Fitzgerald Investment Advisors
New York
|
$8.22M
|
-$667K
|
-26,345
|
-7%
|
|
|
16
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$8.07M
|
-$462K
|
-18,223
|
-5%
|
|
|
17
|
North Star Investment Management
Chicago,
Illinois
|
$7.84M
|
+$4.61M
|
+182,063
|
+142%
|
|
|
18
|
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
$7.83M
|
+$3.93M
|
+155,197
|
+100%
|
|
|
19
|
High Note Wealth
Deephaven,
Minnesota
|
$6.82M
|
+$1.19M
|
+47,097
|
+24%
|
|
|
20
|
ERn Financial LLC
Middleton,
Wisconsin
|
$6.82M
|
-$3.57M
|
-140,923
|
-34%
|
|
|
21
|
The Family Firm
Bethesda,
Maryland
|
$6.3M
|
-$21.3K
|
-842
|
-0.3%
|
|
|
22
|
White Pine Investment Company
Livonia,
Michigan
|
$6.12M
|
+$90K
|
+3,555
|
+1%
|
|
|
23
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$5.76M
|
+$1.46M
|
+57,658
|
+34%
|
|
|
24
|
Ceera Investments
Bellaire,
Texas
|
$5.19M
|
+$127K
|
+5,015
|
+3%
|
|
|
25
|
Wealth Management Solutions
Exton,
Pennsylvania
|
$4.45M
|
+$4.46M
|
+175,950
|
New
|
|
