|
1
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$91.1M
|
+$8.45M
|
+332,666
|
+9%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$71.2M
|
-$1.35M
|
-53,007
|
-2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$58.6M
|
+$4.06M
|
+159,963
|
+7%
|
|
|
4
|
|
$41.5M
|
-$14.1M
|
-553,387
|
-25%
|
|
|
5
|
Renaissance Technologies
New York
|
$35.7M
|
-$3.57M
|
-140,400
|
-9%
|
|
|
6
|
Wealthfront Advisers
Palo Alto,
California
|
$35.6M
|
+$6.71M
|
+264,019
|
+23%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$29.1M
|
+$29.1M
|
+1,143,610
|
New
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$27.5M
|
+$12M
|
+472,132
|
+78%
|
|
|
9
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$27.2M
|
+$1.69M
|
+66,402
|
+7%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.3M
|
-$870K
|
-34,248
|
-4%
|
|
|
11
|
Arete Wealth Advisors
Chicago,
Illinois
|
$20.7M
|
+$4.25M
|
+167,475
|
+26%
|
|
|
12
|
Concord Wealth Partners
Abingdon,
Virginia
|
$20.6M
|
-$674K
|
-26,547
|
-3%
|
|
|
13
|
Virtue Capital Management
Brentwood,
Tennessee
|
$20M
|
-$1.3M
|
-51,307
|
-6%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$19.4M
|
-$2.06M
|
-81,235
|
-10%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$19.1M
|
-$9.22M
|
-362,985
|
-33%
|
|
|
16
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$18.8M
|
+$1.08M
|
+42,408
|
+6%
|
|
|
17
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$17.1M
|
+$2.92M
|
+114,829
|
+21%
|
|
|
18
|
Advisor OS
Chicago,
Illinois
|
$16M
|
-$445K
|
-17,527
|
-3%
|
|
|
19
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$14.4M
|
+$14.3M
|
+563,429
|
New
|
|
|
20
|
Systelligence LLC
Bloomington,
Minnesota
|
$13.8M
|
-$1.63M
|
-64,223
|
-11%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$12.1M
|
+$2.64M
|
+103,753
|
+28%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.8M
|
+$5.26M
|
+206,937
|
+81%
|
|
|
23
|
Modern Wealth Management
Lenexa,
Kansas
|
$11.5M
|
+$1.03M
|
+40,578
|
+10%
|
|
|
24
|
Insight Wealth Strategies
San Ramon,
California
|
$10.8M
|
-$9.21M
|
-362,560
|
-46%
|
|
|
25
|
Bensler
Bellevue,
Washington
|
$10.7M
|
-$8.54M
|
-336,083
|
-44%
|
|
