|
1
|
Wealthfront Advisers
Palo Alto,
California
|
$132M
|
+$84.5M
|
+3,329,539
|
+182%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$110M
|
+$8.61M
|
+339,264
|
+9%
|
|
|
3
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$109M
|
+$3.05M
|
+120,351
|
+3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$105M
|
+$9.03M
|
+355,822
|
+9%
|
|
|
5
|
|
$56.9M
|
-$763K
|
-30,098
|
-1%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$42.9M
|
+$2.07M
|
+81,597
|
+5%
|
|
|
7
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$41.1M
|
+$10.7M
|
+420,374
|
+35%
|
|
|
8
|
Renaissance Technologies
New York
|
$33.2M
|
-$15.7M
|
-620,723
|
-32%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$29.7M
|
-$8.32M
|
-327,999
|
-22%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$29.5M
|
+$622K
|
+24,526
|
+2%
|
|
|
11
|
Virtue Capital Management
Brentwood,
Tennessee
|
$28.2M
|
-$1.96M
|
-77,412
|
-7%
|
|
|
12
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$27.6M
|
+$927K
|
+36,537
|
+3%
|
|
|
13
|
Arete Wealth Advisors
Chicago,
Illinois
|
$24.7M
|
+$1.92M
|
+75,774
|
+8%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$24.4M
|
-$1.03M
|
-40,681
|
-4%
|
|
|
15
|
Kensington Asset Management
Austin,
Texas
|
$24.2M
|
+$24M
|
+947,498
|
New
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.1M
|
+$1.04M
|
+40,821
|
+5%
|
|
|
17
|
Ocean Park Asset Management
Santa Monica,
California
|
$15M
|
–
|
–
|
–
|
|
|
18
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$14.3M
|
-$818K
|
-32,266
|
-5%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$14M
|
-$932K
|
-36,727
|
-6%
|
|
|
20
|
Demars Financial Group
Spokane Valley,
Washington
|
$13.1M
|
+$588K
|
+23,191
|
+5%
|
|
|
21
|
Strategic Financial Concepts
San Antonio,
Texas
|
$13.1M
|
+$830K
|
+32,740
|
+7%
|
|
|
22
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$12.9M
|
+$1.12M
|
+44,130
|
+10%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$12.9M
|
+$4.51M
|
+177,757
|
+53%
|
|
|
24
|
White Pine Investment Company
Livonia,
Michigan
|
$12.3M
|
+$2.87M
|
+113,010
|
+31%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11.9M
|
-$2.11M
|
-83,049
|
-15%
|
|
