|
1
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$82.9M
|
-$8.97M
|
-353,795
|
-9%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$70.3M
|
+$4.06M
|
+160,047
|
+6%
|
|
|
3
|
|
$43.5M
|
+$3.15M
|
+124,314
|
+8%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$40.1M
|
+$11.3M
|
+444,615
|
+39%
|
|
|
5
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$38.5M
|
+$740K
|
+29,179
|
+2%
|
|
|
6
|
Wealthfront Advisers
Palo Alto,
California
|
$29.4M
|
-$3.76M
|
-148,155
|
-11%
|
|
|
7
|
KFA Private Wealth Group
Tysons,
Virginia
|
$24.7M
|
+$1.36M
|
+53,561
|
+6%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$24.6M
|
-$3.02M
|
-119,181
|
-11%
|
|
|
9
|
Renaissance Technologies
New York
|
$24.3M
|
-$6.21M
|
-244,800
|
-20%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$21.7M
|
+$2.19M
|
+86,405
|
+11%
|
|
|
11
|
Concord Wealth Partners
Abingdon,
Virginia
|
$20.4M
|
+$1.07M
|
+42,198
|
+6%
|
|
|
12
|
Insight Wealth Strategies
San Ramon,
California
|
$20M
|
-$2.47M
|
-97,334
|
-11%
|
|
|
13
|
Virtue Capital Management
Brentwood,
Tennessee
|
$18.8M
|
-$3.63M
|
-143,321
|
-16%
|
|
|
14
|
Bensler
Bellevue,
Washington
|
$17.2M
|
+$2.14M
|
+84,225
|
+14%
|
|
|
15
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$17M
|
+$1.38M
|
+54,353
|
+9%
|
|
|
16
|
Capital Advantage
Walnut Creek,
California
|
$16.1M
|
-$9.67M
|
-381,279
|
-38%
|
|
|
17
|
Advisor OS
Chicago,
Illinois
|
$16.1M
|
+$996K
|
+39,308
|
+7%
|
|
|
18
|
Systelligence LLC
Bloomington,
Minnesota
|
$15.5M
|
-$50.1K
|
-1,975
|
-0.3%
|
|
|
19
|
Demars Financial Group
Spokane Valley,
Washington
|
$13.5M
|
-$1.67M
|
-65,967
|
-11%
|
|
|
20
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$12.4M
|
+$947K
|
+37,361
|
+8%
|
|
|
21
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$12M
|
-$2.1M
|
-82,742
|
-15%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.6M
|
+$2.6M
|
+102,675
|
+29%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$10.9M
|
+$1.01M
|
+39,680
|
+10%
|
|
|
24
|
Avalon Capital Management
Port Of Redwood City,
California
|
$9.27M
|
+$9.21M
|
+363,407
|
New
|
|
|
25
|
High Note Wealth
Deephaven,
Minnesota
|
$9.21M
|
-$121K
|
-4,755
|
-1%
|
|
