|
1
|
Essential Planning
Portsmouth,
New Hampshire
|
$227M
|
+$224M
|
+7,813,298
|
+6,176%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$35.5M
|
-$1.14M
|
-39,881
|
-3%
|
|
|
3
|
Lido Advisors
Los Angeles,
California
|
$32.6M
|
+$1.36M
|
+47,682
|
+4%
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$24.1M
|
+$4.62M
|
+161,621
|
+22%
|
|
|
5
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$21.2M
|
-$604K
|
-21,126
|
-3%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.3M
|
+$3.39M
|
+118,562
|
+26%
|
|
|
7
|
|
$15.2M
|
+$432K
|
+15,103
|
+3%
|
|
|
8
|
Black Diamond Financial
Towson,
Maryland
|
$14.3M
|
+$1.35M
|
+47,247
|
+10%
|
|
|
9
|
Pure Financial Advisors
San Diego,
California
|
$11.8M
|
-$368K
|
-12,861
|
-3%
|
|
|
10
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$11.6M
|
+$100K
|
+3,502
|
+0.8%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10.8M
|
+$161K
|
+5,619
|
+1%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.6M
|
+$1.73M
|
+60,513
|
+18%
|
|
|
13
|
Avantax Advisory Services
Dallas,
Texas
|
$9.76M
|
+$216K
|
+7,554
|
+2%
|
|
|
14
|
MAI Capital Management
Independence,
Ohio
|
$8.8M
|
-$494K
|
-17,281
|
-5%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$8.41M
|
-$43.9K
|
-1,534
|
-0.5%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$6.94M
|
-$185K
|
-6,454
|
-2%
|
|
|
17
|
Payne Capital Management
New York
|
$6.28M
|
+$6.65M
|
+232,344
|
New
|
|
|
18
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$6.05M
|
-$10K
|
-351
|
-0.2%
|
|
|
19
|
American Financial & Tax Strategies
New York
|
$5.19M
|
+$172
|
+6
|
+0%
|
|
|
20
|
Physician Wealth Advisors
Midvale,
Utah
|
$5.08M
|
-$130K
|
-4,543
|
-2%
|
|
|
21
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$4.86M
|
+$2.54M
|
+88,654
|
+97%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.72M
|
+$38.1K
|
+1,332
|
+0.8%
|
|
|
23
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$4.54M
|
+$1.69M
|
+58,993
|
+54%
|
|
|
24
|
Advisory Services Network
Atlanta,
Georgia
|
$4.01M
|
+$422K
|
+14,754
|
+11%
|
|
|
25
|
Marotta Asset Management
Charlottesville,
Virginia
|
$3.84M
|
+$58K
|
+2,029
|
+1%
|
|
