|
1
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$88.7M
|
+$5.76M
|
+226,283
|
+7%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$72.7M
|
+$2.35M
|
+92,360
|
+3%
|
|
|
3
|
|
$55.7M
|
+$12.1M
|
+475,738
|
+28%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$54.6M
|
+$14.5M
|
+571,178
|
+36%
|
|
|
5
|
Renaissance Technologies
New York
|
$39.3M
|
+$15M
|
+588,300
|
+62%
|
|
|
6
|
Wealthfront Advisers
Palo Alto,
California
|
$28.9M
|
-$470K
|
-18,458
|
-2%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$28.4M
|
+$3.68M
|
+144,467
|
+15%
|
|
|
8
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$25.6M
|
-$12.9M
|
-507,869
|
-34%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.2M
|
+$12.6M
|
+494,368
|
+109%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$21.5M
|
-$231K
|
-9,094
|
-1%
|
|
|
11
|
Virtue Capital Management
Brentwood,
Tennessee
|
$21.3M
|
+$2.46M
|
+96,528
|
+13%
|
|
|
12
|
Concord Wealth Partners
Abingdon,
Virginia
|
$21.3M
|
+$847K
|
+33,302
|
+4%
|
|
|
13
|
Insight Wealth Strategies
San Ramon,
California
|
$20.1M
|
+$115K
|
+4,534
|
+0.6%
|
|
|
14
|
Bensler
Bellevue,
Washington
|
$19.3M
|
+$2.12M
|
+83,145
|
+12%
|
|
|
15
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$17.7M
|
+$747K
|
+29,352
|
+4%
|
|
|
16
|
Arete Wealth Advisors
Chicago,
Illinois
|
$16.5M
|
+$12.2M
|
+480,938
|
+292%
|
|
|
17
|
Advisor OS
Chicago,
Illinois
|
$16.4M
|
+$348K
|
+13,667
|
+2%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$15.5M
|
+$4.52M
|
+177,743
|
+41%
|
|
|
19
|
Systelligence LLC
Bloomington,
Minnesota
|
$15.4M
|
-$41.1K
|
-1,617
|
-0.3%
|
|
|
20
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$14.2M
|
+$2.19M
|
+86,227
|
+18%
|
|
|
21
|
Demars Financial Group
Spokane Valley,
Washington
|
$13.1M
|
-$307K
|
-12,083
|
-2%
|
|
|
22
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$12.7M
|
+$282K
|
+11,090
|
+2%
|
|
|
23
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$12M
|
+$12M
|
+469,718
|
New
|
|
|
24
|
Modern Wealth Management
Lenexa,
Kansas
|
$10.5M
|
+$10.4M
|
+409,906
|
New
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.48M
|
+$3.23M
|
+127,030
|
+52%
|
|
