|
1
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$82.7M
|
+$4.88M
|
+193,311
|
+5%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$67M
|
-$5.18M
|
-205,193
|
-7%
|
|
|
3
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$46.2M
|
+$12.8M
|
+508,819
|
+39%
|
|
|
4
|
|
$36.3M
|
+$7.19M
|
+284,884
|
+25%
|
|
|
5
|
Capital Advantage
Walnut Creek,
California
|
$25.5M
|
+$1.02M
|
+40,501
|
+4%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$24.6M
|
+$4.23M
|
+167,606
|
+21%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$22.9M
|
+$661K
|
+26,195
|
+3%
|
|
|
8
|
KFA Private Wealth Group
Tysons,
Virginia
|
$22.2M
|
+$914K
|
+36,231
|
+4%
|
|
|
9
|
Concord Wealth Partners
Abingdon,
Virginia
|
$21.3M
|
+$732K
|
+29,013
|
+4%
|
|
|
10
|
Family Management
New York
|
$20.2M
|
+$922K
|
+36,542
|
+5%
|
|
|
11
|
Insight Wealth Strategies
San Ramon,
California
|
$19.7M
|
+$19.6M
|
+778,215
|
New
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$19.6M
|
+$3.89M
|
+154,352
|
+25%
|
|
|
13
|
Virtue Capital Management
Brentwood,
Tennessee
|
$16.1M
|
–
|
–
|
–
|
|
|
14
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$15.3M
|
+$875K
|
+34,689
|
+6%
|
|
|
15
|
Advisor OS
Chicago,
Illinois
|
$14.8M
|
+$183K
|
+7,270
|
+1%
|
|
|
16
|
Demars Financial Group
Spokane Valley,
Washington
|
$14.8M
|
+$659K
|
+26,107
|
+5%
|
|
|
17
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$14M
|
–
|
–
|
–
|
|
|
18
|
Bensler
Bellevue,
Washington
|
$13.5M
|
+$1.21M
|
+47,809
|
+10%
|
|
|
19
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$13.4M
|
+$7.8M
|
+309,222
|
+140%
|
|
|
20
|
Systelligence LLC
Bloomington,
Minnesota
|
$12.5M
|
+$12.4M
|
+492,937
|
New
|
|
|
21
|
Wealthfront Advisers
Palo Alto,
California
|
$11.7M
|
+$9.62M
|
+381,437
|
+463%
|
|
|
22
|
Renaissance Technologies
New York
|
$11M
|
-$2.31M
|
-91,389
|
-17%
|
|
|
23
|
North Star Investment Management
Chicago,
Illinois
|
$11M
|
-$659K
|
-26,119
|
-6%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.6M
|
+$1.47M
|
+58,410
|
+16%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.4M
|
+$4.75M
|
+188,295
|
+84%
|
|
