|
1
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$463M
|
+$24.6M
|
+936,170
|
+6%
|
|
|
2
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$50.4M
|
+$8.69M
|
+330,585
|
+22%
|
|
|
3
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$29.5M
|
+$2.5M
|
+95,098
|
+10%
|
|
|
4
|
Pure Financial Advisors
San Diego,
California
|
$18.2M
|
-$1.23M
|
-46,879
|
-7%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16.8M
|
-$746K
|
-28,381
|
-4%
|
|
|
6
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$16.2M
|
+$1.18M
|
+44,952
|
+8%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$12.3M
|
-$407K
|
-15,469
|
-3%
|
|
|
8
|
Lido Advisors
Los Angeles,
California
|
$12M
|
+$1.65M
|
+62,661
|
+17%
|
|
|
9
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$10.7M
|
+$2.24M
|
+85,152
|
+28%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.96M
|
-$3.51M
|
-133,387
|
-32%
|
|
|
11
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$7.62M
|
+$5.88M
|
+223,785
|
+420%
|
|
|
12
|
Bard Financial Services
Branford,
Connecticut
|
$6.11M
|
+$649K
|
+24,698
|
+13%
|
|
|
13
|
Financial Engines Advisors
Santa Clara,
California
|
$5.91M
|
+$701K
|
+26,667
|
+14%
|
|
|
14
|
Avantax Advisory Services
Dallas,
Texas
|
$5.44M
|
+$2.8M
|
+106,647
|
+105%
|
|
|
15
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$5.4M
|
+$377K
|
+14,335
|
+8%
|
|
|
16
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$4.52M
|
-$25.9M
|
-983,723
|
-86%
|
|
|
17
|
Physician Wealth Advisors
Midvale,
Utah
|
$4.45M
|
-$46.8K
|
-1,781
|
-1%
|
|
|
18
|
SigFig Wealth Management
San Francisco,
California
|
$3.28M
|
+$202K
|
+7,672
|
+7%
|
|
|
19
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.1M
|
-$167K
|
-6,338
|
-5%
|
|
|
20
|
BOK Financial Private Wealth
Denver,
Colorado
|
$3.06M
|
-$27.2K
|
-1,035
|
-0.9%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$3.02M
|
+$866K
|
+32,954
|
+43%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.92M
|
-$1.41M
|
-53,549
|
-34%
|
|
|
23
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$2.77M
|
+$559K
|
+21,276
|
+27%
|
|
|
24
|
MAI Capital Management
Independence,
Ohio
|
$2.75M
|
+$670K
|
+25,485
|
+34%
|
|
|
25
|
|
$2.75M
|
–
|
–
|
–
|
|
