|
1
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$242M
|
+$233M
|
+10,344,502
|
New
|
|
|
2
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$42.4M
|
-$28.7M
|
-1,274,285
|
-41%
|
|
|
3
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$23.9M
|
+$23M
|
+1,022,737
|
New
|
|
|
4
|
Pure Financial Advisors
San Diego,
California
|
$18M
|
-$66.1K
|
-2,932
|
-0.4%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.6M
|
-$5.58M
|
-247,784
|
-30%
|
|
|
6
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$12.2M
|
+$11.8M
|
+522,884
|
New
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$11.3M
|
-$497K
|
-22,048
|
-4%
|
|
|
8
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$10.3M
|
+$9.58M
|
+425,352
|
+2,471%
|
|
|
9
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$8.88M
|
-$148K
|
-6,589
|
-2%
|
|
|
10
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$8.87M
|
–
|
–
|
–
|
|
|
11
|
Lido Advisors
Los Angeles,
California
|
$7.45M
|
+$1.28M
|
+56,859
|
+22%
|
|
|
12
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$6.57M
|
+$352K
|
+15,618
|
+6%
|
|
|
13
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$6.48M
|
+$98.7K
|
+4,381
|
+2%
|
|
|
14
|
Asset Management Group
Stamford,
Connecticut
|
$4.8M
|
+$40.9K
|
+1,815
|
+0.9%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.21M
|
-$2.37M
|
-105,162
|
-37%
|
|
|
16
|
Physician Wealth Advisors
Midvale,
Utah
|
$4.1M
|
+$31.3K
|
+1,387
|
+0.8%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.96M
|
+$968K
|
+42,979
|
+34%
|
|
|
18
|
Financial Engines Advisors
Santa Clara,
California
|
$3.91M
|
-$2.15M
|
-95,378
|
-36%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.38M
|
-$350K
|
-15,550
|
-10%
|
|
|
20
|
BOK Financial Private Wealth
Denver,
Colorado
|
$3.02M
|
+$1.17M
|
+51,786
|
+67%
|
|
|
21
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$2.98M
|
+$598K
|
+26,543
|
+28%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.91M
|
-$896K
|
-39,782
|
-24%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$2.86M
|
-$2.39M
|
-106,127
|
-46%
|
|
|
24
|
Demars Financial Group
Spokane Valley,
Washington
|
$2.58M
|
-$210K
|
-9,312
|
-8%
|
|
|
25
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$2.46M
|
+$193K
|
+8,570
|
+9%
|
|
