|
1
|
Wealthfront Advisers
Palo Alto,
California
|
$126M
|
-$5.68M
|
-222,674
|
-4%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$117M
|
+$11.3M
|
+443,201
|
+11%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$115M
|
+$4.91M
|
+192,566
|
+4%
|
|
|
4
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$114M
|
+$4.54M
|
+177,875
|
+4%
|
|
|
5
|
|
$56.2M
|
-$944K
|
-36,995
|
-2%
|
|
|
6
|
Kensington Asset Management
Austin,
Texas
|
$54.9M
|
+$30.6M
|
+1,199,594
|
+127%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$48.1M
|
+$5.08M
|
+199,135
|
+12%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$37.9M
|
+$8.12M
|
+318,361
|
+27%
|
|
|
9
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$34.8M
|
+$7.16M
|
+280,560
|
+26%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$26.4M
|
-$3.14M
|
-122,939
|
-11%
|
|
|
11
|
Renaissance Technologies
New York
|
$24.9M
|
-$8.42M
|
-330,219
|
-25%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$23.3M
|
-$1.2M
|
-47,211
|
-5%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$16.3M
|
+$3.15M
|
+123,577
|
+24%
|
|
|
14
|
Arete Wealth Advisors
Chicago,
Illinois
|
$15M
|
-$9.72M
|
-381,201
|
-39%
|
|
|
15
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$14.4M
|
+$1.53M
|
+59,798
|
+12%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$14.3M
|
+$252K
|
+9,885
|
+2%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.1M
|
-$6.02M
|
-236,075
|
-30%
|
|
|
18
|
Strategic Financial Concepts
San Antonio,
Texas
|
$13.6M
|
+$440K
|
+17,259
|
+3%
|
|
|
19
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$13.5M
|
-$824K
|
-32,290
|
-6%
|
|
|
20
|
White Pine Investment Company
Livonia,
Michigan
|
$13.4M
|
+$1.01M
|
+39,709
|
+8%
|
|
|
21
|
Demars Financial Group
Spokane Valley,
Washington
|
$13M
|
-$173K
|
-6,769
|
-1%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$12.7M
|
+$786K
|
+30,799
|
+7%
|
|
|
23
|
Elevatus Welath Management
Victor,
New York
|
$11.2M
|
+$11.2M
|
+437,993
|
New
|
|
|
24
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$10.8M
|
+$10.8M
|
+421,628
|
New
|
|
|
25
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$10.7M
|
+$388K
|
+15,207
|
+4%
|
|
