|
1
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$403M
|
+$34.9M
|
+1,414,616
|
+10%
|
|
|
2
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$38.1M
|
+$5.74M
|
+232,799
|
+18%
|
|
|
3
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$28.9M
|
-$2.7M
|
-109,422
|
-9%
|
|
|
4
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$24.8M
|
+$2.15M
|
+86,957
|
+10%
|
|
|
5
|
Pure Financial Advisors
San Diego,
California
|
$18M
|
-$955K
|
-38,690
|
-5%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16.2M
|
-$120K
|
-4,855
|
-0.8%
|
|
|
7
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$13.8M
|
+$121K
|
+4,919
|
+0.9%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$11.8M
|
-$45.7K
|
-1,853
|
-0.4%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.7M
|
+$138K
|
+5,606
|
+1%
|
|
|
10
|
Lido Advisors
Los Angeles,
California
|
$9.53M
|
+$1.46M
|
+59,035
|
+19%
|
|
|
11
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$7.71M
|
+$420K
|
+17,003
|
+6%
|
|
|
12
|
Beaumont Capital Management
Boston,
Massachusetts
|
$6.75M
|
+$6.56M
|
+265,993
|
New
|
|
|
13
|
Bard Financial Services
Branford,
Connecticut
|
$5.01M
|
+$4.87M
|
+197,376
|
New
|
|
|
14
|
Financial Engines Advisors
Santa Clara,
California
|
$4.78M
|
+$357K
|
+14,480
|
+8%
|
|
|
15
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$4.62M
|
+$267K
|
+10,827
|
+6%
|
|
|
16
|
Physician Wealth Advisors
Midvale,
Utah
|
$4.25M
|
-$161K
|
-6,544
|
-4%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.05M
|
+$16.2K
|
+656
|
+0.4%
|
|
|
18
|
Eudaimonia Partners
Winchester,
Tennessee
|
$3.48M
|
+$23.7K
|
+960
|
+0.7%
|
|
|
19
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.02M
|
-$23.8K
|
-966
|
-0.8%
|
|
|
20
|
BOK Financial Private Wealth
Denver,
Colorado
|
$2.85M
|
-$142K
|
-5,756
|
-5%
|
|
|
21
|
SigFig Wealth Management
San Francisco,
California
|
$2.84M
|
+$196K
|
+7,960
|
+8%
|
|
|
22
|
|
$2.54M
|
–
|
–
|
–
|
|
|
23
|
Avantax Advisory Services
Dallas,
Texas
|
$2.5M
|
-$273K
|
-11,077
|
-10%
|
|
|
24
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$2.37M
|
+$91.4K
|
+3,704
|
+4%
|
|
|
25
|
Asset Management Group
Stamford,
Connecticut
|
$2.36M
|
-$2.77M
|
-112,439
|
-55%
|
|
