|
1
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$106M
|
+$7.5M
|
+294,026
|
+8%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$101M
|
+$23.8M
|
+934,228
|
+31%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$96.6M
|
+$18M
|
+705,037
|
+23%
|
|
|
4
|
|
$57.8M
|
-$1.47M
|
-57,641
|
-2%
|
|
|
5
|
Renaissance Technologies
New York
|
$49.2M
|
+$1.96M
|
+76,823
|
+4%
|
|
|
6
|
Wealthfront Advisers
Palo Alto,
California
|
$46.7M
|
+$4.5M
|
+176,223
|
+11%
|
|
|
7
|
Ramiah Investment Group
Brookfield,
Wisconsin
|
$44.6M
|
+$44.3M
|
+1,738,304
|
+21,959%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$40.9M
|
+$15.1M
|
+591,153
|
+59%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$38.1M
|
+$14.3M
|
+560,854
|
+60%
|
|
|
10
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$31.8M
|
+$29.5M
|
+1,155,985
|
+1,321%
|
|
|
11
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$30.4M
|
+$30.3M
|
+1,189,488
|
New
|
|
|
12
|
Virtue Capital Management
Brentwood,
Tennessee
|
$30.2M
|
+$6.99M
|
+273,960
|
+30%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$28.9M
|
-$814K
|
-31,919
|
-3%
|
|
|
14
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$26.7M
|
+$14.5M
|
+568,280
|
+119%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$25.5M
|
-$1.1M
|
-43,075
|
-4%
|
|
|
16
|
Arete Wealth Advisors
Chicago,
Illinois
|
$22.8M
|
+$1.64M
|
+64,482
|
+8%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$19.1M
|
+$3.37M
|
+132,080
|
+21%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.7M
|
+$1.65M
|
+64,498
|
+10%
|
|
|
19
|
Corient Private Wealth
Miami,
Florida
|
$17.6M
|
+$686K
|
+26,892
|
+4%
|
|
|
20
|
Atria Investments
Charlotte,
North Carolina
|
$16.8M
|
+$16.5M
|
+647,199
|
+7,267%
|
|
|
21
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$15.1M
|
-$2.88M
|
-112,764
|
-16%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$15M
|
+$3.87M
|
+151,512
|
+35%
|
|
|
23
|
Ocean Park Asset Management
Santa Monica,
California
|
$15M
|
–
|
–
|
–
|
|
|
24
|
Modern Wealth Management
Lenexa,
Kansas
|
$14.5M
|
+$621K
|
+24,329
|
+4%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$14M
|
+$888K
|
+34,804
|
+7%
|
|
