|
1
|
|
$88.7M
|
+$36.7M
|
+1,461,888
|
+70%
|
|
|
2
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$76.1M
|
+$75.9M
|
+3,025,529
|
+13,877%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$71.4M
|
-$9.96M
|
-397,009
|
-12%
|
|
|
4
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$70.3M
|
+$4.99M
|
+198,775
|
+7%
|
|
|
5
|
Virtue Capital Management
Brentwood,
Tennessee
|
$41.5M
|
-$2.53M
|
-100,804
|
-6%
|
|
|
6
|
|
$37.5M
|
+$115K
|
+4,599
|
+0.3%
|
|
|
7
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$31.5M
|
+$9.36M
|
+373,147
|
+42%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$28.4M
|
-$1.67M
|
-66,407
|
-6%
|
|
|
9
|
Capital Advantage
Walnut Creek,
California
|
$25.3M
|
-$2.01M
|
-80,032
|
-7%
|
|
|
10
|
Renaissance Technologies
New York
|
$19.5M
|
+$2.83M
|
+112,950
|
+17%
|
|
|
11
|
KFA Private Wealth Group
Tysons,
Virginia
|
$19.3M
|
+$2.65M
|
+105,474
|
+16%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$18.9M
|
+$5.64M
|
+224,762
|
+42%
|
|
|
13
|
Concord Wealth Partners
Abingdon,
Virginia
|
$15M
|
-$68.1K
|
-2,716
|
-0.5%
|
|
|
14
|
Demars Financial Group
Spokane Valley,
Washington
|
$14.3M
|
+$1.27M
|
+50,711
|
+10%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$14.2M
|
-$1.87M
|
-74,397
|
-12%
|
|
|
16
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$13.8M
|
–
|
–
|
–
|
|
|
17
|
High Note Wealth
Deephaven,
Minnesota
|
$13.6M
|
-$175K
|
-6,960
|
-1%
|
|
|
18
|
Advisor OS
Chicago,
Illinois
|
$13.3M
|
+$7.14M
|
+284,565
|
+116%
|
|
|
19
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$12.9M
|
+$5.2M
|
+207,228
|
+67%
|
|
|
20
|
VanEck Associates
New York
|
$12.4M
|
–
|
–
|
–
|
|
|
21
|
Coho Partners
Berwyn,
Pennsylvania
|
$12.1M
|
+$27.4K
|
+1,094
|
+0.2%
|
|
|
22
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$11.8M
|
-$873K
|
-34,806
|
-7%
|
|
|
23
|
North Star Investment Management
Chicago,
Illinois
|
$11.6M
|
-$496K
|
-19,776
|
-4%
|
|
|
24
|
Bensler
Bellevue,
Washington
|
$11.6M
|
+$11.6M
|
+463,683
|
New
|
|
|
25
|
Wealth Management Solutions
Exton,
Pennsylvania
|
$10.1M
|
+$304K
|
+12,103
|
+3%
|
|
