|
1
|
Wealthfront Advisers
Palo Alto,
California
|
$121M
|
-$4.79M
|
-187,687
|
-4%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$116M
|
-$386K
|
-15,121
|
-0.3%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$116M
|
+$965K
|
+37,828
|
+0.8%
|
|
|
4
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$103M
|
-$10.4M
|
-408,006
|
-9%
|
|
|
5
|
Kensington Asset Management
Austin,
Texas
|
$65.9M
|
+$11.3M
|
+442,359
|
+21%
|
|
|
6
|
|
$53.2M
|
-$2.8M
|
-109,901
|
-5%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$49.9M
|
+$1.98M
|
+77,822
|
+4%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$40M
|
+$2.29M
|
+89,785
|
+6%
|
|
|
9
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$36M
|
+$1.25M
|
+49,131
|
+4%
|
|
|
10
|
Virtue Capital Management
Brentwood,
Tennessee
|
$29.6M
|
+$29.4M
|
+1,152,761
|
+13,806%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$25.6M
|
-$715K
|
-28,040
|
-3%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$21.5M
|
-$1.66M
|
-64,918
|
-7%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$19.6M
|
+$3.65M
|
+143,295
|
+23%
|
|
|
14
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$19.2M
|
+$4.78M
|
+187,621
|
+33%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$15.5M
|
+$1.19M
|
+46,863
|
+8%
|
|
|
16
|
Arete Wealth Advisors
Chicago,
Illinois
|
$15.4M
|
+$431K
|
+16,921
|
+3%
|
|
|
17
|
Lane Brothers & Co
Prescott,
Arizona
|
$15M
|
+$15M
|
+588,788
|
New
|
|
|
18
|
White Pine Investment Company
Livonia,
Michigan
|
$13.6M
|
+$275K
|
+10,795
|
+2%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$13.6M
|
+$907K
|
+35,559
|
+7%
|
|
|
20
|
Demars Financial Group
Spokane Valley,
Washington
|
$13.3M
|
+$359K
|
+14,081
|
+3%
|
|
|
21
|
Parsons Capital Management
Providence,
Rhode Island
|
$12M
|
+$1.32M
|
+51,736
|
+12%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.9M
|
+$1.44M
|
+56,646
|
+14%
|
|
|
23
|
Corient Private Wealth
Miami,
Florida
|
$11.6M
|
+$11.7M
|
+457,087
|
New
|
|
|
24
|
Ocean Park Asset Management
Santa Monica,
California
|
$10.5M
|
–
|
–
|
–
|
|
|
25
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$10.4M
|
-$376K
|
-14,750
|
-3%
|
|
