|
1
|
Wells Fargo
San Francisco,
California
|
$81M
|
-$12.3M
|
-495,260
|
-13%
|
|
|
2
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$65.7M
|
+$108K
|
+4,343
|
+0.1%
|
|
|
3
|
|
$52M
|
+$51.8M
|
+2,088,939
|
New
|
|
|
4
|
Virtue Capital Management
Brentwood,
Tennessee
|
$43.9M
|
-$32.3M
|
-1,302,916
|
-42%
|
|
|
5
|
|
$37.2M
|
-$7.61M
|
-306,631
|
-17%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$29.9M
|
-$13.9M
|
-560,675
|
-32%
|
|
|
7
|
Capital Advantage
Walnut Creek,
California
|
$27.3M
|
+$819K
|
+33,005
|
+3%
|
|
|
8
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$22.1M
|
+$18.5M
|
+744,027
|
+512%
|
|
|
9
|
KFA Private Wealth Group
Tysons,
Virginia
|
$16.6M
|
+$3.42M
|
+137,739
|
+26%
|
|
|
10
|
Renaissance Technologies
New York
|
$16.6M
|
+$14.6M
|
+588,791
|
+738%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$15.9M
|
-$2.72M
|
-109,643
|
-15%
|
|
|
12
|
Concord Wealth Partners
Abingdon,
Virginia
|
$15M
|
+$999K
|
+40,248
|
+7%
|
|
|
13
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$13.8M
|
–
|
–
|
–
|
|
|
14
|
High Note Wealth
Deephaven,
Minnesota
|
$13.7M
|
-$734K
|
-29,570
|
-5%
|
|
|
15
|
WealthPLAN Partners
Omaha,
Nebraska
|
$13.5M
|
+$13.3M
|
+534,044
|
New
|
|
|
16
|
LPL Financial
San Diego,
California
|
$13.2M
|
+$159K
|
+6,418
|
+1%
|
|
|
17
|
Demars Financial Group
Spokane Valley,
Washington
|
$13M
|
+$1.73M
|
+69,644
|
+15%
|
|
|
18
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$12.8M
|
+$2.51M
|
+101,331
|
+25%
|
|
|
19
|
VanEck Associates
New York
|
$12.3M
|
–
|
–
|
–
|
|
|
20
|
Coho Partners
Berwyn,
Pennsylvania
|
$12M
|
-$41.3K
|
-1,665
|
-0.3%
|
|
|
21
|
North Star Investment Management
Chicago,
Illinois
|
$12M
|
-$3.89M
|
-156,727
|
-24%
|
|
|
22
|
Wealth Management Solutions
Exton,
Pennsylvania
|
$9.74M
|
+$87.2K
|
+3,512
|
+0.9%
|
|
|
23
|
Madrona Financial Services
Everett,
Washington
|
$8.58M
|
+$41.3K
|
+1,666
|
+0.5%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$8.41M
|
-$3.06M
|
-123,173
|
-27%
|
|
|
25
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$7.68M
|
+$995K
|
+40,080
|
+15%
|
|
