|
1
|
LPL Financial
San Diego,
California
|
$119M
|
+$2.64M
|
+103,437
|
+2%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$116M
|
-$4.73M
|
-185,349
|
-4%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$107M
|
-$8.44M
|
-330,863
|
-7%
|
|
|
4
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$102M
|
-$578K
|
-22,660
|
-0.6%
|
|
|
5
|
Kensington Asset Management
Austin,
Texas
|
$76.2M
|
+$10.2M
|
+399,928
|
+15%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$64.8M
|
+$39.2M
|
+1,536,884
|
+153%
|
|
|
7
|
|
$60.4M
|
+$7.29M
|
+285,703
|
+14%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$52.7M
|
+$2.84M
|
+111,189
|
+6%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$43.2M
|
+$3.15M
|
+123,390
|
+8%
|
|
|
10
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$36.6M
|
+$645K
|
+25,295
|
+2%
|
|
|
11
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$25.5M
|
+$6.39M
|
+250,542
|
+33%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$21.1M
|
-$380K
|
-14,912
|
-2%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$18.5M
|
-$1.42M
|
-55,641
|
-7%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$16.3M
|
+$2.69M
|
+105,623
|
+20%
|
|
|
15
|
Lane Brothers & Co
Prescott,
Arizona
|
$15.8M
|
+$844K
|
+33,070
|
+6%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.1M
|
+$3.14M
|
+123,250
|
+26%
|
|
|
17
|
Demars Financial Group
Spokane Valley,
Washington
|
$14.7M
|
+$1.4M
|
+54,717
|
+10%
|
|
|
18
|
Old Mission Capital
Chicago,
Illinois
|
$14.2M
|
+$5.21M
|
+204,300
|
+58%
|
|
|
19
|
White Pine Investment Company
Livonia,
Michigan
|
$14.2M
|
+$568K
|
+22,279
|
+4%
|
|
|
20
|
Strategic Financial Concepts
San Antonio,
Texas
|
$13.8M
|
+$13.9M
|
+543,234
|
New
|
|
|
21
|
Parsons Capital Management
Providence,
Rhode Island
|
$12.8M
|
+$812K
|
+31,832
|
+7%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$12.1M
|
-$3.35M
|
-131,329
|
-22%
|
|
|
23
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$11.7M
|
+$3.07M
|
+120,327
|
+36%
|
|
|
24
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$11.2M
|
+$883K
|
+34,625
|
+9%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$10.7M
|
+$1.18M
|
+46,312
|
+12%
|
|
