|
1
|
Wells Fargo
San Francisco,
California
|
$93.2M
|
+$6.06M
|
+244,384
|
+7%
|
|
|
2
|
Virtue Capital Management
Brentwood,
Tennessee
|
$76.2M
|
-$14.2M
|
-572,708
|
-16%
|
|
|
3
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$65.5M
|
+$2.41M
|
+97,161
|
+3%
|
|
|
4
|
|
$44.8M
|
+$6.3M
|
+253,805
|
+16%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$43.8M
|
-$3.58M
|
-144,388
|
-8%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$27.9M
|
+$4.61M
|
+185,704
|
+20%
|
|
|
7
|
Capital Advantage
Walnut Creek,
California
|
$26.5M
|
-$190K
|
-7,675
|
-0.7%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$18.7M
|
-$6.69M
|
-269,400
|
-26%
|
|
|
9
|
North Star Investment Management
Chicago,
Illinois
|
$15.9M
|
-$122K
|
-4,922
|
-0.8%
|
|
|
10
|
High Note Wealth
Deephaven,
Minnesota
|
$14.4M
|
-$440K
|
-17,745
|
-3%
|
|
|
11
|
Concord Wealth Partners
Abingdon,
Virginia
|
$14M
|
+$268K
|
+10,795
|
+2%
|
|
|
12
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$13.8M
|
–
|
–
|
–
|
|
|
13
|
KFA Private Wealth Group
Tysons,
Virginia
|
$13.2M
|
+$1.5M
|
+60,429
|
+13%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$13M
|
-$139K
|
-5,601
|
-1%
|
|
|
15
|
VanEck Associates
New York
|
$12.3M
|
–
|
–
|
–
|
|
|
16
|
Coho Partners
Berwyn,
Pennsylvania
|
$12.1M
|
+$4.67M
|
+188,136
|
+63%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$11.5M
|
-$8.3M
|
-334,625
|
-42%
|
|
|
18
|
Demars Financial Group
Spokane Valley,
Washington
|
$11.3M
|
+$619K
|
+24,945
|
+6%
|
|
|
19
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$10.1M
|
+$10.1M
|
+406,207
|
New
|
|
|
20
|
Wealth Management Solutions
Exton,
Pennsylvania
|
$9.63M
|
+$1.07M
|
+42,917
|
+12%
|
|
|
21
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$9.38M
|
+$1.22M
|
+48,968
|
+15%
|
|
|
22
|
FAS Wealth Partners
Leawood,
Kansas
|
$8.62M
|
+$313K
|
+12,628
|
+4%
|
|
|
23
|
Madrona Financial Services
Everett,
Washington
|
$8.52M
|
+$244K
|
+9,841
|
+3%
|
|
|
24
|
Anson Capital
Tyrone,
Georgia
|
$7.75M
|
+$2.22M
|
+89,338
|
+40%
|
|
|
25
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$6.67M
|
+$14K
|
+564
|
+0.2%
|
|
