|
1
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$98.2M
|
-$3.2M
|
-125,869
|
-3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$78.3M
|
+$19.7M
|
+772,961
|
+34%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$77.3M
|
+$6.08M
|
+238,666
|
+9%
|
|
|
4
|
|
$59.1M
|
+$17.6M
|
+692,207
|
+42%
|
|
|
5
|
Renaissance Technologies
New York
|
$47M
|
+$11.3M
|
+445,800
|
+32%
|
|
|
6
|
Wealthfront Advisers
Palo Alto,
California
|
$42.1M
|
+$6.51M
|
+255,576
|
+18%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$29.6M
|
+$2.15M
|
+84,376
|
+8%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$26.5M
|
+$26.5M
|
+1,040,413
|
New
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$25.7M
|
+$25.7M
|
+1,008,199
|
New
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$23.7M
|
+$4.3M
|
+169,053
|
+22%
|
|
|
11
|
Virtue Capital Management
Brentwood,
Tennessee
|
$23.2M
|
+$3.16M
|
+124,290
|
+16%
|
|
|
12
|
Arete Wealth Advisors
Chicago,
Illinois
|
$21.1M
|
+$397K
|
+15,603
|
+2%
|
|
|
13
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$17.9M
|
+$809K
|
+31,782
|
+5%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$16M
|
-$3.11M
|
-122,047
|
-16%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.9M
|
-$7.35M
|
-288,615
|
-32%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.7M
|
+$3.9M
|
+153,114
|
+33%
|
|
|
17
|
Ocean Park Asset Management
Santa Monica,
California
|
$14.9M
|
+$14.9M
|
+586,700
|
New
|
|
|
18
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$14.2M
|
-$117K
|
-4,594
|
-0.8%
|
|
|
19
|
Modern Wealth Management
Lenexa,
Kansas
|
$13.9M
|
+$2.4M
|
+94,209
|
+21%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$13.1M
|
+$980K
|
+38,478
|
+8%
|
|
|
21
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$12.2M
|
+$10.3M
|
+402,670
|
+537%
|
|
|
22
|
Bensler
Bellevue,
Washington
|
$11.9M
|
+$1.18M
|
+46,350
|
+11%
|
|
|
23
|
Strategic Financial Concepts
San Antonio,
Texas
|
$11.7M
|
+$2.85M
|
+112,021
|
+32%
|
|
|
24
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$11.5M
|
+$11.5M
|
+452,043
|
New
|
|
|
25
|
Systelligence LLC
Bloomington,
Minnesota
|
$11.5M
|
-$2.27M
|
-89,342
|
-17%
|
|
