|
1
|
Virtue Capital Management
Brentwood,
Tennessee
|
$89.8M
|
+$90.9M
|
+3,640,482
|
New
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$86.5M
|
+$48.3M
|
+1,932,974
|
+123%
|
|
|
3
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$62.7M
|
+$16.6M
|
+663,638
|
+30%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$47.1M
|
+$8.63M
|
+345,732
|
+22%
|
|
|
5
|
|
$38.3M
|
-$12M
|
-478,607
|
-24%
|
|
|
6
|
Capital Advantage
Walnut Creek,
California
|
$26.5M
|
+$3.32M
|
+132,767
|
+14%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$25.2M
|
+$4.17M
|
+166,854
|
+20%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$23.1M
|
+$21.8M
|
+873,809
|
+1,373%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$19.6M
|
+$3.24M
|
+129,735
|
+19%
|
|
|
10
|
North Star Investment Management
Chicago,
Illinois
|
$15.9M
|
+$1.2M
|
+48,209
|
+8%
|
|
|
11
|
High Note Wealth
Deephaven,
Minnesota
|
$14.7M
|
+$2.84M
|
+113,690
|
+24%
|
|
|
12
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$13.7M
|
–
|
–
|
–
|
|
|
13
|
Concord Wealth Partners
Abingdon,
Virginia
|
$13.6M
|
+$878K
|
+35,161
|
+7%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$13.1M
|
+$2.22M
|
+89,104
|
+20%
|
|
|
15
|
VanEck Associates
New York
|
$12.2M
|
–
|
–
|
–
|
|
|
16
|
KFA Private Wealth Group
Tysons,
Virginia
|
$11.6M
|
+$3.89M
|
+155,680
|
+49%
|
|
|
17
|
Flynn Zito Capital Management
Garden City,
New York
|
$11.6M
|
+$11.8M
|
+470,699
|
New
|
|
|
18
|
Demars Financial Group
Spokane Valley,
Washington
|
$10.6M
|
+$4M
|
+160,252
|
+60%
|
|
|
19
|
Wealth Management Solutions
Exton,
Pennsylvania
|
$8.51M
|
+$399K
|
+15,979
|
+5%
|
|
|
20
|
FAS Wealth Partners
Leawood,
Kansas
|
$8.26M
|
-$188K
|
-7,529
|
-2%
|
|
|
21
|
Madrona Financial Services
Everett,
Washington
|
$8.23M
|
+$116K
|
+4,639
|
+1%
|
|
|
22
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$8.11M
|
+$164K
|
+6,551
|
+2%
|
|
|
23
|
Coho Partners
Berwyn,
Pennsylvania
|
$7.35M
|
+$2.69M
|
+107,716
|
+57%
|
|
|
24
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$6.62M
|
+$480K
|
+19,235
|
+8%
|
|
|
25
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$6.58M
|
+$81.5K
|
+3,264
|
+1%
|
|
