|
1
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$81.5M
|
-$835K
|
-33,160
|
-0.9%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$65.3M
|
-$1.28M
|
-50,723
|
-2%
|
|
|
3
|
|
$39.8M
|
+$3.68M
|
+146,338
|
+10%
|
|
|
4
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$37.2M
|
-$8.76M
|
-347,772
|
-19%
|
|
|
5
|
Wealthfront Advisers
Palo Alto,
California
|
$32.7M
|
+$21.1M
|
+836,462
|
+180%
|
|
|
6
|
Renaissance Technologies
New York
|
$30.2M
|
+$19.2M
|
+762,636
|
+175%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$28.3M
|
+$3.83M
|
+152,223
|
+16%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$27.4M
|
+$7.88M
|
+312,856
|
+40%
|
|
|
9
|
Capital Advantage
Walnut Creek,
California
|
$25.5M
|
+$213K
|
+8,444
|
+0.8%
|
|
|
10
|
KFA Private Wealth Group
Tysons,
Virginia
|
$23.1M
|
+$984K
|
+39,069
|
+4%
|
|
|
11
|
Virtue Capital Management
Brentwood,
Tennessee
|
$22.2M
|
+$6.17M
|
+245,107
|
+38%
|
|
|
12
|
Insight Wealth Strategies
San Ramon,
California
|
$22.1M
|
+$2.55M
|
+101,174
|
+13%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$19.2M
|
-$3.53M
|
-140,099
|
-15%
|
|
|
14
|
Concord Wealth Partners
Abingdon,
Virginia
|
$19.1M
|
-$2.11M
|
-83,663
|
-10%
|
|
|
15
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$15.4M
|
+$222K
|
+8,799
|
+1%
|
|
|
16
|
Systelligence LLC
Bloomington,
Minnesota
|
$15.3M
|
+$2.92M
|
+116,037
|
+24%
|
|
|
17
|
Demars Financial Group
Spokane Valley,
Washington
|
$14.9M
|
+$222K
|
+8,828
|
+2%
|
|
|
18
|
Advisor OS
Chicago,
Illinois
|
$14.9M
|
+$110K
|
+4,356
|
+0.7%
|
|
|
19
|
Bensler
Bellevue,
Washington
|
$14.8M
|
+$1.4M
|
+55,742
|
+10%
|
|
|
20
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$13.9M
|
–
|
–
|
–
|
|
|
21
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$11.3M
|
-$2.02M
|
-80,311
|
-15%
|
|
|
22
|
|
$11.3M
|
+$10.1M
|
+399,652
|
+807%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$9.78M
|
+$1.31M
|
+52,221
|
+16%
|
|
|
24
|
High Note Wealth
Deephaven,
Minnesota
|
$9.2M
|
-$533K
|
-21,181
|
-5%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.86M
|
-$1.69M
|
-67,319
|
-16%
|
|
