|
1
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$80.3M
|
+$10.2M
|
+405,837
|
+13%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$72.1M
|
-$114K
|
-4,533
|
-0.2%
|
|
|
3
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$33.3M
|
+$1.42M
|
+56,799
|
+4%
|
|
|
4
|
|
$29.1M
|
-$8.79M
|
-350,647
|
-23%
|
|
|
5
|
Capital Advantage
Walnut Creek,
California
|
$24.3M
|
-$1.3M
|
-51,990
|
-5%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$22.2M
|
-$6.45M
|
-257,145
|
-23%
|
|
|
7
|
KFA Private Wealth Group
Tysons,
Virginia
|
$21.2M
|
+$1.68M
|
+66,993
|
+9%
|
|
|
8
|
Concord Wealth Partners
Abingdon,
Virginia
|
$20.5M
|
+$5.37M
|
+214,117
|
+36%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$20.4M
|
+$1.28M
|
+51,137
|
+7%
|
|
|
10
|
Family Management
New York
|
$19.3M
|
+$19.2M
|
+764,028
|
New
|
|
|
11
|
Virtue Capital Management
Brentwood,
Tennessee
|
$16.1M
|
-$25.7M
|
-1,025,496
|
-62%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$15.7M
|
+$1.37M
|
+54,624
|
+10%
|
|
|
13
|
Advisor OS
Chicago,
Illinois
|
$14.6M
|
+$1.23M
|
+48,985
|
+9%
|
|
|
14
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$14.4M
|
+$1.31M
|
+52,324
|
+10%
|
|
|
15
|
Demars Financial Group
Spokane Valley,
Washington
|
$14.1M
|
-$382K
|
-15,242
|
-3%
|
|
|
16
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$14M
|
–
|
–
|
–
|
|
|
17
|
Renaissance Technologies
New York
|
$13.3M
|
-$6.37M
|
-253,860
|
-32%
|
|
|
18
|
Bensler
Bellevue,
Washington
|
$12.2M
|
+$526K
|
+20,997
|
+5%
|
|
|
19
|
|
$12.2M
|
-$76.9M
|
-3,066,166
|
-86%
|
|
|
20
|
High Note Wealth
Deephaven,
Minnesota
|
$11.7M
|
-$2.02M
|
-80,753
|
-15%
|
|
|
21
|
North Star Investment Management
Chicago,
Illinois
|
$11.7M
|
-$41.9K
|
-1,672
|
-0.4%
|
|
|
22
|
Wealth Management Solutions
Exton,
Pennsylvania
|
$10.3M
|
+$68.4K
|
+2,728
|
+0.7%
|
|
|
23
|
Royal Fund Management
Lady Lake,
Florida
|
$10.2M
|
+$10.1M
|
+402,359
|
New
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.12M
|
+$675K
|
+26,919
|
+8%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$7.81M
|
-$682K
|
-27,217
|
-8%
|
|
